Truist Financial Corporation (TFC) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
$
%
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Investment Performance

Final Value
$10,024
Total Return
0.24%
CAGR
0.05%
Dividends
$1,860.02
Yield on Cost
18.60%

Rolling Returns

1-Month (21 Trading Days)
Average+0.33%
Median+0.38%
Best+22.97%
Worst-37.51%
% of Windows Positive52.1%
1-Year (252 Trading Days)
Average+1.09%
Median+1.24%
Best+68.32%
Worst-47.02%
% of Windows Positive51.2%
3-Year (756 Trading Days)
Average-2.53%
Median-10.98%
Best+78.27%
Worst-34.75%
% of Windows Positive39.5%

Risk Metrics

Maximum Drawdown -59.51%
Average Drawdown -27.32%
Drawdown Duration 1062 Trading Days (Unrecovered)
Sortino Ratio 0.23
Calmar Ratio 0.00
CVaR (5%) -4.60%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +1.46% (+5.21% ann.) +$145.54 $105.67 $21.13 $0.17
2025 +17.86% +$1785.92 $486.43 $97.28 $0.78
2024 +22.45% +$2244.73 $572.78 $114.56 $0.92
2023 -9.69% $968.94 $491.93 $98.39 $0.79
2022 -24.12% $2412.44 $345.33 $69.07 $0.55
2021 +25.28% +$2527.57 $391.93 $78.39 $0.63
2020 -11.90% $1189.97 $323.73 $64.75 $0.52
2019 +33.60% +$3360.11 $398.87 $79.77 $0.64
2018 -10.76% $1076.02 $316.60 $63.32 $0.51
2017 +8.08% +$807.86 $270.21 $54.04 $0.43
2016 +27.64% +$2763.55 $307.33 $61.47 $0.49
2015 -0.65% $64.57 $272.21 $54.44 $0.44
2014 +6.35% +$635.09 $256.52 $51.30 $0.41
2013 +31.80% +$3179.84 $389.19 $77.84 $0.62
2012 +17.98% +$1797.92 $304.35 $60.87 $0.49
2011 -2.36% $236.13 $245.15 $49.03 $0.39
2010 +5.46% +$546.34 $237.99 $47.60 $0.38
2009 -3.07% $307.09 $458.88 $91.78 $0.73
2008 -5.58% $557.92 $618.80 $123.76 $0.99
2007 -27.76% $2775.53 $405.79 $81.16 $0.65
2006 +8.09% +$808.51 $386.27 $77.25 $0.62
2005 +2.64% +$263.99 $351.02 $70.20 $0.56
2004 +12.04% +$1203.75 $350.71 $70.14 $0.56
2003 +7.40% +$739.51 $333.30 $66.66 $0.53
2002 +5.03% +$503.40 $307.41 $61.48 $0.49
2001 -1.04% $104.11 $264.80 $52.96 $0.42
2000 +39.76% +$3976.08 $317.16 $63.43 $0.51
1999 -30.94% $3094.38 $187.15 $37.43 $0.30
1998 +27.94% +$2794.12 $207.32 $41.46 $0.33
1997 +80.53% +$8052.96 $322.95 $64.59 $0.52
1996 +41.97% +$4196.81 $385.25 $77.05 $0.62
1995 +41.54% +$4154.48 $455.41 $91.08 $0.73
1994 -0.28% $28.49 $378.81 $75.76 $0.60
1993 +3.02% +$301.72 $329.01 $65.80 $0.53
1992 +45.09% +$4508.64 $364.05 $72.81 $0.58
1991 +39.75% +$3975.33 $120.00 $24.00 $0.19
1990 -24.93% $2492.55 $156.06 $31.21 $0.25
1989 +7.53% +$752.84 $303.89 $60.78 $0.49
1988 +17.84% +$1784.46 $325.46 $65.09 $0.52
1987 +17.62% +$1761.93 $623.79 $124.75 $1.00
1986 +1.14% +$113.64 $0.00 $0.00 $0.00
1985 +23.94% +$2394.37 $0.00 $0.00 $0.00
1984 +8.40% +$839.69 $0.00 $0.00 $0.00
1983 +68.81% +$6881.44 $0.00 $0.00 $0.00
1982 +11.49% +$1149.43 $0.00 $0.00 $0.00
1981 +3.57% +$357.14 $0.00 $0.00 $0.00
1980 partial -1.18% (-1.49% ann.) $117.65 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +104.69% +16.91% +$10469.33 $2443.11 $488.62 $3.91
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +47.23% +16.22% +$4723.33 $1236.21 $247.24 $1.98
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +46.72% +7.97% +$4672.09 $2247.67 $449.53 $3.60
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -62.94% -50.47% $6294.19 $689.11 $137.82 $1.10
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +105.70% +23.82% +$10569.92 $1601.88 $320.38 $2.56
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +103.83% +9.87% +$10382.52 $3246.46 $649.29 $5.19
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -53.55% -99.98% $5355.27 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +45.66% +83.16% +$4566.43 $300.48 $60.10 $0.48
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +30.06% +28.32% +$3005.83 $482.91 $96.58 $0.77
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -25.69% -27.04% $2568.85 $340.91 $68.18 $0.55
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -1.13% -0.61% $112.84 $820.47 $164.09 $1.31
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +24.58% +15.04% +$2457.80 $760.28 $152.06 $1.22

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
1987-01-13 $0.1756 3.19%
1987-04-10 $0.0422 0.64%
1987-07-10 $0.0433 0.64%
1987-10-09 $0.0433 0.65%
1988-01-11 $0.0433 0.79%
1988-04-11 $0.0433 0.71%
1988-07-11 $0.0467 0.82%
1988-10-07 $0.0467 0.80%
1989-01-09 $0.0467 0.73%
1989-04-10 $0.0467 0.64%
1989-07-10 $0.0500 0.67%
1989-10-10 $0.0500 0.65%
1990-01-11 $0.0500 0.75%
1990-07-10 $0.0550 0.90%
1991-10-09 $0.0600 0.91%
1992-01-10 $0.0600 0.86%
1992-04-10 $0.0600 0.85%
1992-07-10 $0.0650 0.75%
1992-10-09 $0.0650 0.76%
1993-01-11 $0.0750 0.75%
1993-04-12 $0.0750 0.66%
1993-07-12 $0.0850 0.74%
1993-10-08 $0.0850 0.81%
1994-01-10 $0.0850 0.83%
1994-04-11 $0.0850 0.89%
1994-07-11 $0.1000 0.96%
1994-10-07 $0.1000 1.00%
1995-01-09 $0.1000 1.02%
1995-04-10 $0.1000 0.97%
1995-07-12 $0.1150 0.94%
1995-10-11 $0.1150 0.88%
1996-01-10 $0.1150 0.88%
1996-04-10 $0.1150 0.85%
1996-07-10 $0.1350 0.92%
1996-10-09 $0.1350 0.78%
1997-01-08 $0.1350 0.76%
1997-04-16 $0.1350 0.73%
1997-07-16 $0.1550 0.65%
1997-10-15 $0.1550 0.54%
1998-01-14 $0.1550 0.52%
1998-04-15 $0.1550 0.46%
1998-07-08 $0.1750 0.51%
1998-10-14 $0.1750 0.60%
1999-01-13 $0.1750 0.46%
1999-04-14 $0.1750 0.45%
1999-07-14 $0.2000 0.57%
1999-10-13 $0.2000 0.61%
2000-01-12 $0.2000 0.79%
2000-04-12 $0.2000 0.71%
2000-07-12 $0.2300 0.83%
2000-10-11 $0.2300 0.81%
2001-01-10 $0.2300 0.65%
2001-04-10 $0.2300 0.66%
2001-07-11 $0.2600 0.73%
2001-10-10 $0.2600 0.78%
2002-01-16 $0.2600 0.74%
2002-04-10 $0.2600 0.69%
2002-07-10 $0.2900 0.77%
2002-10-09 $0.2900 0.88%
2003-01-15 $0.2900 0.76%
2003-04-09 $0.2900 0.89%
2003-07-09 $0.3200 0.91%
2003-10-15 $0.3200 0.85%
2004-01-14 $0.3200 0.87%
2004-04-14 $0.3200 0.93%
2004-07-14 $0.3500 0.94%
2004-10-13 $0.3500 0.87%
2005-01-12 $0.3500 0.85%
2005-04-13 $0.3500 0.88%
2005-07-13 $0.3800 0.91%
2005-10-12 $0.3800 1.00%
2006-01-11 $0.3800 0.89%
2006-04-11 $0.3800 0.95%
2006-07-12 $0.4200 1.02%
2006-10-11 $0.4200 0.95%
2007-01-10 $0.4200 0.98%
2007-04-11 $0.4200 1.03%
2007-07-11 $0.4600 1.14%
2007-10-10 $0.4600 1.09%
2008-01-09 $0.4600 1.71%
2008-04-10 $0.4600 1.38%
2008-07-09 $0.4700 1.96%
2008-10-15 $0.4700 1.37%
2009-01-07 $0.4700 1.83%
2009-04-07 $0.4700 2.71%
2009-07-08 $0.1500 0.72%
2009-10-14 $0.1500 0.54%
2010-01-06 $0.1500 0.57%
2010-04-07 $0.1500 0.45%
2010-07-07 $0.1500 0.57%
2010-10-13 $0.1500 0.63%
2011-01-05 $0.1500 0.56%
2011-04-06 $0.1700 0.62%
2011-07-06 $0.1600 0.59%
2011-10-12 $0.1600 0.71%
2012-01-04 $0.1600 0.62%
2012-04-04 $0.2000 0.63%
2012-07-03 $0.2000 0.64%
2012-10-03 $0.2000 0.61%
2013-01-02 $0.2000 0.69%
2013-02-06 $0.2300 0.74%
2013-05-08 $0.2300 0.73%
2013-08-07 $0.2300 0.64%
2013-11-06 $0.2300 0.68%
2014-02-12 $0.2300 0.61%
2014-05-14 $0.2400 0.63%
2014-08-06 $0.2400 0.66%
2014-11-05 $0.2400 0.63%
2015-02-11 $0.2400 0.63%
2015-05-13 $0.2700 0.69%
2015-08-12 $0.2700 0.67%
2015-11-10 $0.2700 0.70%
2016-02-10 $0.2700 0.85%
2016-05-11 $0.2800 0.81%
2016-08-10 $0.3000 0.79%
2016-11-08 $0.3000 0.76%
2017-02-08 $0.3000 0.65%
2017-05-10 $0.3000 0.69%
2017-08-09 $0.3300 0.68%
2017-11-09 $0.3300 0.69%
2018-02-08 $0.3300 0.61%
2018-03-05 $0.0450 0.08%
2018-05-10 $0.3750 0.68%
2018-08-09 $0.4050 0.78%
2018-11-08 $0.4050 0.81%
2019-02-12 $0.4050 0.80%
2019-05-14 $0.4050 0.84%
2019-08-13 $0.4500 0.96%
2019-11-07 $0.4500 0.81%
2020-02-13 $0.4500 0.83%
2020-05-14 $0.4500 1.42%
2020-08-13 $0.4500 1.10%
2020-11-12 $0.4500 0.92%
2021-02-11 $0.4500 0.84%
2021-05-13 $0.4500 0.75%
2021-08-12 $0.4800 0.82%
2021-11-10 $0.4800 0.74%
2022-02-10 $0.4800 0.73%
2022-05-12 $0.4800 1.02%
2022-08-11 $0.5200 1.02%
2022-11-09 $0.5200 1.17%
2023-02-09 $0.5200 1.06%
2023-05-11 $0.5200 1.86%
2023-08-10 $0.5200 1.65%
2023-11-09 $0.5200 1.71%
2024-02-08 $0.5200 1.44%
2024-05-09 $0.5200 1.32%
2024-08-09 $0.5200 1.24%
2024-11-08 $0.5200 1.13%
2025-02-14 $0.5200 1.12%
2025-05-09 $0.5200 1.31%
2025-08-08 $0.5200 1.21%
2025-11-14 $0.5200 1.15%
2026-02-13 $0.5200 1.00%
Total 154 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-05-13 $75.39 $15.08 $0.12 0.9937
2021-08-12 $80.89 $16.18 $0.13 1.1038
2021-11-10 $81.42 $16.28 $0.13 1.0175
2022-02-10 $81.91 $16.38 $0.13 1.0120
2022-05-12 $82.40 $16.48 $0.13 1.4157
2022-08-11 $90.00 $18.00 $0.14 1.4084
2022-11-09 $90.73 $18.15 $0.15 1.6969
2023-02-09 $91.61 $18.32 $0.15 1.5261
2023-05-11 $92.41 $18.48 $0.15 2.7498
2023-08-10 $93.84 $18.77 $0.15 2.3807
2023-11-09 $95.08 $19.01 $0.15 2.6040
2024-02-08 $96.43 $19.29 $0.15 2.1681
2024-05-09 $97.56 $19.51 $0.16 1.9921
2024-08-09 $98.59 $19.72 $0.16 1.8940
2024-11-08 $99.58 $19.92 $0.16 1.7581
2025-02-14 $100.49 $20.10 $0.16 1.7140
2025-05-09 $101.38 $20.28 $0.16 2.0750
2025-08-08 $102.46 $20.49 $0.16 1.8994
2025-11-14 $103.45 $20.69 $0.17 1.8412
2026-02-13 $104.41 $20.88 $0.17 1.6061
Total $1860.02 $372.00 $2.98 34.8565

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

CNO

CAGR 4.40% Total 164.62% Final $26,462
2003-09-10 — 2026-04-14
LTC

CAGR 10.27% Total 2583.14% Final $268,314
1992-08-18 — 2026-04-14
THRM

CAGR -1.03% Total -28.87% Final $7,113
1993-06-10 — 2026-04-14