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 November 2026 at $49.97, up 2.42% for the month and +10.24% over the trailing 12 months.
- Year-to-date, TFC is +1.54%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +0.94% versus its 200-day moving average ($49.51), a bullish technical signal.
- Over the past three years, TFC has underperformed the S&P 500 by −1.12%, with a relative strength index reading of 99.3.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
Truist Financial ended November 2026 at $49.97, posting a monthly return of +2.42%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +2.60%.
The current quarter stands at +7.93% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +0.94% versus the 200-day moving average ($49.51).
Year-to-date, TFC is +1.54% against SPY +10.62%, a gap of −9.08%. The stock is currently −11.09% below its 52-week high, with maximum 3-year drawdown at −27.75%.
| Period | TFC | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.16% | −0.36% | +0.52% |
| 1 Week | +1.19% | +2.59% | −1.40% |
| 1 Month | +2.42% | −0.18% | +2.60% |
| 3 Months | −4.87% | −2.37% | −2.50% |
| 6 Months | +6.03% | +0.83% | +5.20% |
| YTD | +1.54% | +10.62% | −9.08% |
| 12 Months | +10.24% | +12.25% | −2.01% |
| 3 Years | +70.26% | +71.37% | −1.12% |
| 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 | Apr 2025 | −6.83% |
| #4 | Mar 2026 | −6.77% |
| #5 | Sep 2026 | −6.62% |
| Quarter | Return |
|---|---|
| Q3 2025 | +6.35% |
| Q4 2025 | +7.63% |
| Q1 2026 | −6.58% |
| Q2 2026 | +8.38% |
| Q3 2026 | −7.07% |
| Q4 2026 (QTD) | +7.93% |
| Year | Return |
|---|---|
| 2023 | −14.20% |
| 2024 | +17.50% |
| 2025 | +13.44% |
| 2026 | +1.54% |
| Metric | Value |
|---|---|
| 52-Week High | $56.20 (2026-02-06) |
| 52-Week Low | $43.13 (2026-03-19) |
| Current Price | $49.97 |
| 200-Day Moving Average | $49.51 |
| Price vs 200DMA | +0.94% |
| 3-Year Maximum Drawdown | −27.75% (2025-04-04) |
| Current Drawdown from 52W High | −11.09% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 99.3 |
| 3-Year Excess Return vs S&P 500 | −1.12% |
| RS Peak | 124.4 (Jul 2024) |
| RS Trough | 88 (Oct 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was TFC's return for this report period?
TFC returned +2.42% in the latest monthly window ending 2026-11-13.
Has TFC outperformed SPY year to date?
YTD TFC: +1.54% vs SPY: +10.62%.
What is TFC's 12-month return?
+10.24% over the trailing 12 months.
Is TFC above or below its 200-day moving average?
Price is +0.94% versus 200DMA ($49.51).
What is the maximum drawdown in the 3-year window?
−27.75% on 2025-04-04.