Truist Financial (TFC): analysis and statistics
Return, volatility, Sharpe ratio and risk for Truist Financial, an S&P 500 component in the Financials sector. Data as of 2026-07-30.
| Last close price | $51.99 |
| Sector (GICS) | Financials |
| Annualized return (3.0 yr) | +22.36% |
| Total return over period | +82.61% |
| Annualized volatility | 28.15% |
| Sharpe ratio | 0.66 |
| Sortino ratio | 0.98 |
| Max drawdown | -26.93% |
| CVaR 95% (avg. loss, worst 5% of days) | -3.92% |
| Correlation with the S&P 500 | 0.57 |
| Period range | $23.55 – $54.68 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Truist Financial (TFC) has posted an annualized return of +22.36% with annual volatility of 28.15%, a Sharpe ratio of 0.66. 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 S&P 500 stocks, try the optimizer.
Optimize a portfolio with TFC →
Other Financials stocks
What is the Sharpe ratio? · How to optimize an S&P 500 portfolio