TFC monthly performance report
Monthly TFC research: returns, drawdown, relative strength, seasonality, and key stats.
TFC monthly report
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Key takeaways
- Truist Financial (TFC) closed August 2026 at $52.85, up 1.95% for the month and +21.72% over the trailing 12 months.
- Year-to-date, TFC is +7.40%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +8.17% versus its 200-day moving average ($48.86), a bullish technical signal.
- Over the past three years, TFC has underperformed the S&P 500 by −7.49%, with a relative strength index reading of 94.9.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
Truist Financial ended August 2026 at $52.85, posting a monthly return of +1.95%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −1.10%.
The current quarter stands at +7.27% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +8.17% versus the 200-day moving average ($48.86).
Year-to-date, TFC is +7.40% against SPY +12.89%, a gap of −5.49%. The stock is currently −5.96% below its 52-week high, with maximum 3-year drawdown at −27.75%.
| Period | TFC | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.36% | −0.20% | +0.56% |
| 1 Week | −0.26% | +3.90% | −4.17% |
| 1 Month | +1.95% | +3.05% | −1.10% |
| 3 Months | +2.62% | +7.11% | −4.49% |
| 6 Months |