Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TFC-PI (Truist Financial Corporation) | 0.33% | -6.84% | 4.93% | -0.26% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFC-PI (Truist Financial Corporation) | 12/11/2019 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.18 | -6.84 | 4.93 | -0.26 | NA | NA | NA | … | … | 0.33 | -6.67 | 13.28 | 26.31 | -26.58 | 13.87 | -3.15 | -0.20 |
| Sharpe Ratio | NA | -0.98 | 0.11 | -0.16 | NA | NA | NA | … | … | -0.19 | -0.80 | 0.90 | 0.80 | -1.41 | 0.49 | -0.13 | -0.23 |
| Standard Deviation(%) | NA | 9.71 | 14.92 | 17.56 | NA | NA | NA | … | … | 8.94 | 11.94 | 10.72 | 28.61 | 19.92 | 17.20 | 59.67 | 21.49 |
| Draw Down(%) | NA | 15.86 | 18.79 | 30.59 | NA | NA | NA | … | … | 7.00 | 15.62 | 7.22 | 23.38 | 29.19 | 4.95 | 26.92 | 3.23 |
| Yield(%) | 0.00 | 5.45 | 6.86 | 4.86 | 2.89 | 1.93 | 1.45 | … | … | 2.84 | 5.60 | 7.12 | 8.08 | 3.96 | 2.91 | 2.06 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFC-PI (Truist Financial Corporation) |
-0.40%
Apr 2021 – Apr 2024 |
-0.25%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFC-PI (Truist Financial Corporation) |
15.17%
Oct 2022 – Oct 2025 |
2.63%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart