Performance analysis of Truist Financial (TFC-P-O)
Annual Return
Over the past 3 years, TFC-P-O has had an average annual return of +2.99%, underperforming the benchmark SPY, which returned +18.95% annual.
Over the past 5 years, TFC-P-O has had an average annual return of -0.44%, underperforming the benchmark SPY, which returned +12.38% annual.
Since May 20, 2020, TFC-P-O has had an average annual return of +2.15%, underperforming the benchmark SPY, which returned +17.53% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.68% | +8.61% | +0.33% | +10.72% | -18.83% | +4.68% | +14.33% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.24% | -0.19% | -5.99% | +4.47% | -0.48% | -2.57% | -0.83% | -2.68% | |||||
| 2025 | +6.78% | +1.10% | -5.13% | -1.22% | +0.74% | +0.62% | +3.53% | +1.72% | +6.07% | -2.25% | -2.56% | -0.46% | +8.61% |
| 2024 | +6.84% | -0.30% | +1.62% | -6.19% | +3.71% | -3.04% | +1.59% | +6.61% | +1.24% | -2.02% | +0.69% | -9.18% | +0.33% |
| 2023 | +13.48% | -2.30% | -0.98% | +2.04% | -2.44% | +0.13% | -0.54% | -5.26% | +1.10% | -5.41% | +11.90% | +0.35% | +10.72% |
| 2022 | -4.96% | -2.82% | -0.47% | -8.57% | +2.41% | -1.85% | +6.58% | -3.55% | -1.86% | -7.30% | +6.80% | -3.79% | -18.83% |
| 2021 | -1.33% | -3.53% | +4.66% | +1.72% | -0% | +3.34% | -2.07% | +1.29% | +0.25% | +0.43% | -2.28% | +2.43% | +4.68% |
| 2020 | +1.89% | +2.67% | +2.95% | +4.07% | -0.36% | -2.01% | +3.34% | +1.09% | +14.33% |
Drawdown analysis of Truist Financial (TFC-P-O)
The maximum drawdown for the TFC-P-O was -23.76%, occurring on Nov 4, 2022. Recovery took 461 trading sessions.
The current TFC-P-O drawdown is -9.10%.
Since May 20, 2020 TFC-P-O has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.76% | Nov 8, 2021 | 250 | Nov 4, 2022 | 461 | Sep 9, 2024 | 711 |
| -15.35% | Sep 19, 2024 | 140 | Apr 11, 2025 | 107 | Sep 16, 2025 | 247 |
| -9.52% | Sep 16, 2025 | 135 | Mar 31, 2026 | Ongoing | Ongoing | Ongoing |
| -6.66% | Nov 16, 2020 | 68 | Feb 25, 2021 | 26 | Apr 5, 2021 | 94 |
| -4.30% | Oct 15, 2020 | 9 | Oct 28, 2020 | 13 | Nov 16, 2020 | 22 |
| -3.91% | Aug 18, 2020 | 26 | Sep 24, 2020 | 15 | Oct 15, 2020 | 41 |
| -2.91% | Jul 7, 2021 | 11 | Jul 22, 2021 | 35 | Sep 10, 2021 | 46 |
| -2.84% | Sep 16, 2021 | 15 | Oct 7, 2021 | 19 | Nov 3, 2021 | 34 |
| -2.22% | Jun 10, 2020 | 2 | Jun 12, 2020 | 6 | Jun 22, 2020 | 8 |
| -2.07% | Apr 26, 2021 | 22 | May 26, 2021 | 4 | Jun 2, 2021 | 26 |
| -1.28% | Apr 9, 2021 | 3 | Apr 14, 2021 | 8 | Apr 26, 2021 | 11 |
| -0.96% | Jul 29, 2020 | 1 | Jul 30, 2020 | 2 | Aug 3, 2020 | 3 |
| -0.96% | Jun 23, 2020 | 1 | Jun 24, 2020 | 4 | Jun 30, 2020 | 5 |
| -0.84% | Jun 30, 2020 | 9 | Jul 14, 2020 | 3 | Jul 17, 2020 | 12 |
| -0.82% | Jun 1, 2020 | 2 | Jun 3, 2020 | 4 | Jun 9, 2020 | 6 |
| -0.66% | Sep 9, 2024 | 2 | Sep 11, 2024 | 1 | Sep 12, 2024 | 3 |
| -0.45% | Jul 23, 2020 | 1 | Jul 24, 2020 | 2 | Jul 28, 2020 | 3 |
| -0.45% | Jun 4, 2021 | 3 | Jun 9, 2021 | 3 | Jun 14, 2021 | 6 |
| -0.33% | Apr 6, 2021 | 1 | Apr 7, 2021 | 2 | Apr 9, 2021 | 3 |
| -0.32% | Jun 22, 2021 | 2 | Jun 24, 2021 | 4 | Jun 30, 2021 | 6 |
| -0.26% | Jul 21, 2020 | 1 | Jul 22, 2020 | 1 | Jul 23, 2020 | 2 |
| -0.14% | Jun 16, 2021 | 2 | Jun 18, 2021 | 1 | Jun 21, 2021 | 3 |
| -0.14% | Sep 10, 2021 | 2 | Sep 14, 2021 | 2 | Sep 16, 2021 | 4 |
| -0.12% | May 21, 2020 | 1 | May 22, 2020 | 1 | May 26, 2020 | 2 |
| -0.11% | Jun 30, 2021 | 2 | Jul 2, 2021 | 2 | Jul 7, 2021 | 4 |