Performance analysis of Truist Financial (TFC-P-I)
Annual Return
Over the past 3 years, TFC-P-I has had an average annual return of +0.41%, underperforming the benchmark SPY, which returned +18.95% annual.
Over the past 5 years, TFC-P-I has had an average annual return of -1.09%, underperforming the benchmark SPY, which returned +12.38% annual.
Since Dec 10, 2019, TFC-P-I has had an average annual return of +0.97%, underperforming the benchmark SPY, which returned +15.50% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -6.29% | -6.67% | +13.28% | +26.39% | -26.57% | +3.86% | +9.39% | +2.08% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.91% | -0.94% | -4.57% | +3.34% | +2.99% | -8.20% | +0.56% | -6.29% | |||||
| 2025 | +3.56% | +1.81% | -5.02% | +3.52% | -2.20% | -8.76% | +2.62% | +2.24% | +9.01% | -2.68% | -6.24% | -3.32% | -6.67% |
| 2024 | +3.16% | +1.02% | +0.96% | -1.05% | +4.24% | +5.14% | +0.13% | +2.88% | -0.59% | +1.61% | +2.80% | -7.19% | +13.28% |
| 2023 | +15.68% | +7.66% | -5.76% | -2.54% | +1.09% | +1.15% | +10.51% | -3.73% | +2.11% | -5.94% | +7.50% | -1.62% | +26.39% |
| 2022 | -7.18% | -4.82% | -3.78% | -3.98% | +0.36% | -6.89% | +8.96% | -6.55% | -2.49% | -6.49% | +6.67% | -2.81% | -26.57% |
| 2021 | -0.30% | -1.77% | +3.39% | +0.24% | +3.16% | -2.83% | -0.39% | +0.93% | +0.31% | +0.71% | -1.04% | +1.58% | +3.86% |
| 2020 | +2.68% | -1.92% | -18.67% | +17.02% | -0.94% | +3.59% | +6.29% | +1.23% | +0.40% | +0.87% | +2.07% | +0% | +9.39% |
| 2019 | +2.08% | +2.08% |
Drawdown analysis of Truist Financial (TFC-P-I)
The maximum drawdown for the TFC-P-I was -37.21%, occurring on Mar 23, 2020. Recovery took 55 trading sessions.
The current TFC-P-I drawdown is -20.22%.
Since Dec 10, 2019 TFC-P-I has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.21% | Feb 13, 2020 | 26 | Mar 23, 2020 | 55 | Jun 10, 2020 | 81 |
| -31.05% | May 24, 2021 | 490 | May 4, 2023 | 284 | Jun 21, 2024 | 774 |
| -20.93% | May 15, 2025 | 280 | Jun 29, 2026 | Ongoing | Ongoing | Ongoing |
| -13.51% | Sep 17, 2024 | 142 | Apr 11, 2025 | 21 | May 13, 2025 | 163 |
| -5.76% | Jun 10, 2020 | 2 | Jun 12, 2020 | 32 | Jul 29, 2020 | 34 |
| -4.87% | Jan 20, 2021 | 25 | Feb 25, 2021 | 17 | Mar 22, 2021 | 42 |
| -4.17% | Jun 27, 2024 | 3 | Jul 2, 2024 | 21 | Aug 1, 2024 | 24 |
| -4.10% | Dec 24, 2019 | 14 | Jan 15, 2020 | 20 | Feb 13, 2020 | 34 |
| -3.77% | Aug 22, 2024 | 9 | Sep 5, 2024 | 7 | Sep 16, 2024 | 16 |
| -3.20% | Sep 22, 2020 | 26 | Oct 28, 2020 | 22 | Nov 30, 2020 | 48 |
| -2.83% | Mar 23, 2021 | 15 | Apr 14, 2021 | 23 | May 17, 2021 | 38 |
| -2.67% | Dec 4, 2020 | 22 | Jan 7, 2021 | 8 | Jan 20, 2021 | 30 |
| -2.26% | May 17, 2021 | 2 | May 19, 2021 | 2 | May 21, 2021 | 4 |
| -2.12% | Dec 11, 2019 | 3 | Dec 16, 2019 | 5 | Dec 23, 2019 | 8 |
| -1.09% | Jul 29, 2020 | 4 | Aug 4, 2020 | 7 | Aug 13, 2020 | 11 |
| -1.06% | Aug 16, 2024 | 2 | Aug 20, 2024 | 1 | Aug 21, 2024 | 3 |
| -0.95% | Sep 4, 2020 | 1 | Sep 8, 2020 | 1 | Sep 9, 2020 | 2 |
| -0.94% | Aug 2, 2024 | 3 | Aug 7, 2024 | 4 | Aug 13, 2024 | 7 |
| -0.92% | Sep 10, 2020 | 1 | Sep 11, 2020 | 1 | Sep 14, 2020 | 2 |
| -0.83% | Sep 2, 2020 | 1 | Sep 3, 2020 | 1 | Sep 4, 2020 | 2 |
| -0.81% | Nov 30, 2020 | 3 | Dec 3, 2020 | 1 | Dec 4, 2020 | 4 |
| -0.78% | Sep 16, 2020 | 2 | Sep 18, 2020 | 2 | Sep 22, 2020 | 4 |
| -0.67% | Aug 13, 2020 | 2 | Aug 17, 2020 | 1 | Aug 18, 2020 | 3 |
| -0.52% | Aug 19, 2020 | 4 | Aug 25, 2020 | 6 | Sep 2, 2020 | 10 |