Performance analysis of Truist Financial (TFC-P-R)
Annual Return
Over the past 3 years, TFC-P-R has had an average annual return of +3.58%, underperforming the benchmark SPY, which returned +18.95% annual.
Over the past 5 years, TFC-P-R has had an average annual return of -1.58%, underperforming the benchmark SPY, which returned +12.38% annual.
Since Jul 31, 2020, TFC-P-R has had an average annual return of +0.07%, underperforming the benchmark SPY, which returned +16.21% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.87% | +5.68% | +1.54% | +12% | -24.00% | +0.55% | +11.43% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.18% | -0.37% | -5.82% | +3.59% | -0.46% | +0.54% | -1.27% | -1.87% | |||||
| 2025 | +6.47% | +0.56% | -4.12% | -2.20% | -1.58% | +2.43% | +2.16% | +2.86% | +4.49% | -2.54% | -3.30% | +0.90% | +5.68% |
| 2024 | +6.95% | -1.33% | +1.72% | -6.90% | +4.45% | -2.74% | +0.91% | +7.49% | +1.93% | -2.40% | +1.09% | -8.31% | +1.54% |
| 2023 | +16.29% | -4.87% | +1.72% | +1.42% | -5.01% | -0.05% | -0.40% | -5.91% | +0.76% | -4.50% | +10.75% | +3.51% | +12% |
| 2022 | -4.40% | -7.47% | -1.46% | -11.27% | +4.25% | -4.02% | +8.69% | -6.13% | -1.54% | -4.49% | +5.64% | -3.10% | -24.00% |
| 2021 | -5.35% | -2.26% | +1.74% | +2.99% | +0.16% | +1.37% | -0.34% | +0.06% | +1.14% | +0.38% | -1.72% | +2.67% | +0.55% |
| 2020 | +0% | +4.88% | -1.81% | +0.53% | +3.47% | +4.02% | +11.43% |
Drawdown analysis of Truist Financial (TFC-P-R)
The maximum drawdown for the TFC-P-R was -28.24%, occurring on May 4, 2023. This drawdown has not yet recovered.
The current TFC-P-R drawdown is -10.36%.
Since Jul 31, 2020 TFC-P-R has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.24% | Dec 31, 2021 | 336 | May 4, 2023 | Ongoing | Ongoing | Ongoing |
| -8.10% | Dec 31, 2020 | 37 | Feb 25, 2021 | 141 | Sep 16, 2021 | 178 |
| -3.31% | Oct 12, 2020 | 16 | Nov 3, 2020 | 9 | Nov 16, 2020 | 25 |
| -2.79% | Aug 28, 2020 | 18 | Sep 24, 2020 | 11 | Oct 9, 2020 | 29 |
| -2.55% | Oct 14, 2021 | 32 | Nov 30, 2021 | 21 | Dec 30, 2021 | 53 |
| -1.94% | Sep 22, 2021 | 4 | Sep 28, 2021 | 12 | Oct 14, 2021 | 16 |
| -1.51% | Dec 9, 2020 | 13 | Dec 29, 2020 | 2 | Dec 31, 2020 | 15 |
| -1.30% | Nov 23, 2020 | 4 | Nov 30, 2020 | 2 | Dec 2, 2020 | 6 |
| -0.93% | Nov 17, 2020 | 1 | Nov 18, 2020 | 3 | Nov 23, 2020 | 4 |
| -0.90% | Sep 16, 2021 | 2 | Sep 20, 2021 | 2 | Sep 22, 2021 | 4 |
| -0.74% | Dec 2, 2020 | 3 | Dec 7, 2020 | 2 | Dec 9, 2020 | 5 |
| -0.24% | Aug 4, 2020 | 3 | Aug 7, 2020 | 1 | Aug 10, 2020 | 4 |
| -0.12% | Aug 20, 2020 | 2 | Aug 24, 2020 | 2 | Aug 26, 2020 | 4 |
| -0.08% | Aug 14, 2020 | 1 | Aug 17, 2020 | 1 | Aug 18, 2020 | 2 |