Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TFC-PR (Truist Financial Corporation) | -1.18% | 4.23% | 4.27% | -1.59% | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 07/31/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFC-PR (Truist Financial Corporation) | 07/31/2020 | 06/18/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.82 | 4.23 | 4.27 | -1.59 | NA | NA | NA | … | … | -1.18 | 5.70 | 1.55 | 12.01 | -23.94 | 0.60 | 11.43 |
| Sharpe Ratio | NA | 0.07 | 0.00 | -0.27 | NA | NA | NA | … | … | -0.80 | 0.23 | -0.14 | 0.36 | -1.42 | 0.08 | 3.01 |
| Standard Deviation(%) | NA | 9.06 | 13.50 | 16.00 | NA | NA | NA | … | … | 8.45 | 12.06 | 14.70 | 23.49 | 17.98 | 7.21 | 9.71 |
| Draw Down(%) | NA | 10.47 | 16.13 | 28.17 | NA | NA | NA | … | … | 7.48 | 11.08 | 15.77 | 20.02 | 28.14 | 8.09 | 3.32 |
| Yield(%) | 0.00 | 6.33 | 6.12 | 4.46 | 2.75 | 1.83 | 1.37 | … | … | 3.05 | 5.91 | 5.85 | 6.15 | 4.48 | 4.33 | 1.54 |
Data as of 06/18/2026, Common starting date is 07/31/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFC-PR (Truist Financial Corporation) |
-6.98%
Oct 2020 – Oct 2023 |
-1.65%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFC-PR (Truist Financial Corporation) |
8.05%
Oct 2022 – Oct 2025 |
0.92%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart