Truist Financial Corporation (TFC) Total Return CAGR:35.19%(TTM)
Over the latest trailing 12-month period, Truist Financial Corporation (TFC)'s total return cagr is +35.19%. The comparable SPY value is +24.27%. Year-to-date total return is +7.15%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Truist Financial Corporation's Total Return CAGR averages 23.55% over 3 years and 2.51% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of Truist Financial Corporation's investment performance.
TFC Total Return CAGR Chart
Truist Financial Corporation (TFC)
TFC Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
TFC Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 951.79 | 1019.88 | +68.08 | +7.15% | +7.15% |
| 2025 | 799.86 | 951.79 | +151.94 | +19.00% | +19.00% |
| 2024 | 646.50 | 799.86 | +153.36 | +23.72% | +23.72% |
| 2023 | 706.74 | 646.50 | -60.24 | -8.52% | -8.52% |
| 2022 | 924.01 | 706.74 | -217.27 | -23.51% | -23.51% |
| 2021 | 732.92 | 924.01 | +191.09 | +26.07% | +26.07% |
| 2020 | 824.71 | 732.92 | -91.80 | -11.13% | -11.13% |
| 2019 | 613.08 | 824.71 | +211.63 | +34.52% | +34.52% |
| 2018 | 682.88 | 613.08 | -69.80 | -10.22% | -10.22% |
| 2017 | 628.37 | 682.88 | +54.51 | +8.67% | +8.67% |
| 2016 | 489.10 | 628.37 | +139.26 | +28.47% | +28.47% |
| 2015 | 489.60 | 489.10 | -0.50 | -0.10% | -0.10% |
| 2014 | 458.01 | 489.60 | +31.59 | +6.90% | +6.90% |
| 2013 | 345.10 | 458.01 | +112.91 | +32.72% | +32.72% |
| 2012 | 291.05 | 345.10 | +54.05 | +18.57% | +18.57% |
| 2011 | 296.62 | 291.05 | -5.57 | -1.88% | -1.88% |
| 2010 | 280.01 | 296.62 | +16.61 | +5.93% | +5.93% |
| 2009 | 285.44 | 280.01 | -5.43 | -1.90% | -1.90% |
| 2008 | 298.31 | 285.44 | -12.87 | -4.31% | -4.31% |
| 2007 | 409.38 | 298.31 | -111.07 | -27.13% | -27.13% |
| 2006 | 375.85 | 409.38 | +33.53 | +8.92% | +8.92% |
| 2005 | 363.49 | 375.85 | +12.36 | +3.40% | +3.40% |
| 2004 | 322.07 | 363.49 | +41.42 | +12.86% | +12.86% |
| 2003 | 297.81 | 322.07 | +24.26 | +8.15% | +8.15% |
| 2002 | 281.76 | 297.81 | +16.05 | +5.70% | +5.70% |
| 2001 | 283.11 | 281.76 | -1.35 | -0.48% | -0.48% |
| 2000 | 201.35 | 283.11 | +81.76 | +40.61% | +40.61% |
| 1999 | 290.27 | 201.35 | -88.92 | -30.63% | -30.63% |
| 1998 | 225.94 | 290.27 | +64.32 | +28.47% | +28.47% |
| 1997 | 124.53 | 225.94 | +101.42 | +81.44% | +81.44% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 1,020 | +13.6% | +30.4% |
| Q1 2026 | 898 | -8.3% | +14.3% |
| Q4 2025 | 979 | +11.9% | +22.4% |
| Q3 2025 | 875 | +11.8% | +12.8% |
| Q2 2025 | 782 | -0.5% | +14.8% |
| Q1 2025 | 786 | -1.7% | +17.6% |
| Q4 2024 | 800 | +3.2% | +25.2% |
| Q3 2024 | 775 | +13.8% | +60.0% |
| Q2 2024 | 681 | +2.0% | +27.8% |
| Q1 2024 | 668 | +4.6% | +18.9% |
| Q4 2023 | 639 | +31.9% | -9.2% |
| Q3 2023 | 484 | -9.1% | -31.2% |
| Q2 2023 | 533 | -5.1% | -32.6% |
| Q1 2023 | 562 | -20.1% | -39.2% |
| Q4 2022 | 704 | -0.1% | -23.9% |
| Q3 2022 | 705 | -10.9% | -23.3% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
About Truist Financial Corporation
Truist Financial Corporation operates as a diversified financial holding company, providing an extensive array of banking and trust services throughout the Southeastern and Mid-Atlantic regions of the United States. Its business activities are structured across three main segments: Consumer Banking and Wealth, Corporate and Commercial Banking, and Insurance Holdings. The corporation offers a broad spectrum of deposit products, including both interest-bearing and noninterest-bearing checking accounts, savings accounts, money market deposit accounts, certificates of deposit (CDs), and individual retirement accounts (IRAs). Beyond deposit services, Truist delivers a comprehensive suite of financial solutions. These include various lending options such as automobile, bankcard, consumer, home equity, mortgage, small business, and student loans, alongside specialized commercial financing for areas like floor plan, real estate, and mortgage warehousing, as well as lease and supply chain financing. The company also provides extensive wealth management and investment services, encompassing asset management, investment brokerage, private banking, capital markets, institutional trust, and private equity investment solutions. Further offerings include corporate and investment banking, securities underwriting, and advisory services. Additionally, Truist offers a wide range of insurance products, covering property and casualty, life, health, employee benefits, workers' compensation, professional liability, surety, and title insurance. Digital banking platforms (mobile and online), payment processing, international banking, merchant services, and treasury management are also integral parts of its service portfolio. Headquartered in Charlotte, North Carolina, Truist Financial Corporation was founded in 1872. As of December 31, 2021, the company maintained a substantial presence with 2,517 banking offices. The organization officially adopted its current name, Truist Financial Corporation, in December 2019, having previously operated as BB&T Corporation.
- Sector
- Financial Services
- Industry
- Banks - Regional
- CEO
- William Henry Rogers Jr.