TFC monthly performance report
Explore TFC's monthly returns, drawdown, and seasonality trends — updated every month.
TFC monthly report
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Key takeaways
- Truist Financial (TFC) closed September 2026 at $48.44, down 2.30% for the month and +8.71% over the trailing 12 months.
- Year-to-date, TFC is −1.56%, underperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading −2.65% versus its 200-day moving average ($49.76), a cautious technical signal.
- Over the past three years, TFC has underperformed the S&P 500 by −3.04%, with a relative strength index reading of 99.4.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
Truist Financial ended September 2026 at $48.44, posting a monthly return of −2.30%. The S&P 500 returned −1.69% over the same window, leaving relative performance at −0.60%.
The current quarter stands at −2.77% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −2.65% versus the 200-day moving average ($49.76).
Year-to-date, TFC is −1.56% against SPY +10.58%, a gap of −12.14%. The stock is currently −13.81% below its 52-week high, with maximum 3-year drawdown at −27.75%.
| Period | TFC | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −4.00% | −0.44% | −3.56% |
| 1 Week | −3.41% | −1.10% | −2.31% |
| 1 Month | −2.30% | −1.69% | −0.60% |
| 3 Months | −6.23% | −0.10% | −6.13% |
| 6 Months | +6.11% | +13.21% | −7.10% |
| YTD | −1.56% | +10.58% | −12.14% |
| 12 Months | +8.71% | +14.25% | −5.54% |
| 3 Years | +67.03% | +70.07% | −3.04% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2024 | +15.03% |
| #2 | Dec 2023 | +14.87% |
| #3 | Nov 2023 | +13.33% |
| #4 | Apr 2026 | +12.03% |
| #5 | Mar 2024 | +11.44% |
| Rank | Month | Return |
|---|---|---|
| #1 | Mar 2025 | −11.22% |
| #2 | Dec 2024 | −9.02% |
| #3 | Aug 2023 | −8.04% |
| #4 | Apr 2025 | −6.83% |
| #5 | Mar 2026 | −6.77% |
| Quarter | Return |
|---|---|
| Q2 2025 | +4.47% |
| Q3 2025 | +6.35% |
| Q4 2025 | +7.63% |
| Q1 2026 | −6.58% |
| Q2 2026 | +8.38% |
| Q3 2026 (QTD) | −2.77% |
| Year | Return |
|---|---|
| 2023 | −14.20% |
| 2024 | +17.50% |
| 2025 | +13.44% |
| 2026 | −1.56% |
| Metric | Value |
|---|---|
| 52-Week High | $56.20 (2026-02-06) |
| 52-Week Low | $40.78 (2025-10-16) |
| Current Price | $48.44 |
| 200-Day Moving Average | $49.76 |
| Price vs 200DMA | −2.65% |
| 3-Year Maximum Drawdown | −27.75% (2025-04-04) |
| Current Drawdown from 52W High | −13.81% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 99.4 |
| 3-Year Excess Return vs S&P 500 | −3.04% |
| RS Peak | 128.3 (Jul 2024) |
| RS Trough | 95.6 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was TFC's return for this report period?
TFC returned −2.30% in the latest monthly window ending 2026-09-16.
Has TFC outperformed SPY year to date?
YTD TFC: −1.56% vs SPY: +10.58%.
What is TFC's 12-month return?
+8.71% over the trailing 12 months.
Is TFC above or below its 200-day moving average?
Price is −2.65% versus 200DMA ($49.76).
What is the maximum drawdown in the 3-year window?
−27.75% on 2025-04-04.