Truist Financial (TFC): analysis and statistics
Return, volatility, Sharpe ratio and risk for Truist Financial, a component of the S&P 500 in the Financials sector. Data as of 2026-09-13.
| Last close price | $50.40 |
| Sector (GICS) | Financials |
| Annualized return (3.0 yr) | +26.63% |
| Total return over period | +102.08% |
| Annualized volatility | 27.75% |
| Period volatility | 47.91% |
| Sharpe ratio | 0.82 |
| Sortino ratio | 1.22 |
| Max drawdown | -26.93% |
| CVaR 95% (avg. loss, worst 5% of days) | -3.82% |
| Correlation with the S&P 500 | 0.57 |
| Period range | $23.55 – $54.68 |
| Trading days analyzed | 751 |
Over the last 3.0 years, Truist Financial (TFC) has posted an annualized return of +26.63% with annual volatility of 27.75%, a Sharpe ratio of 0.82. Its worst stretch (max drawdown from a peak) was -26.93%. Its correlation with the S&P 500 is 0.57, which means it moves moderately in step with the index.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how TFC would fit inside an optimized portfolio alongside other stocks, try the optimizer.
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Is it part of the S&P 500?
Yes, Truist Financial (TFC) is of the S&P 500.
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