Truist Financial Corporation (TFC) Growth of $10K (Lump Sum & DCA)TFCTruist Financial CorporationNYSEFinancials$46.30$-0.14 -0.30%Oct 1, 2026 close © 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$17,882+$7,882 · +78.82%
Total invested$10,000
Annualised (CAGR)+5.99%
Max drawdown-56.60%
SIP · Monthly122 contributions
$100 every month
$15,719+$3,519 · +28.84%
Total invested$12,200
Money-weighted (XIRR)+4.97%
Max drawdown-48.58%
SIP · Biweekly261 contributions
$100 every two weeks
$33,785+$7,685 · +29.44%
Total invested$26,100
Money-weighted (XIRR)+5.08%
Max drawdown-47.97%
Best 12-month stretch+126.57%Mar 2020 → Mar 2021
Worst 12-month stretch-45.52%Mar 2022 → Mar 2023
Deepest drawdown-56.60%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,703on $10,000, trailing 10 years
Growth of your contributions
It would be worth$33,601after your settings in TFC
Profit+$11,401+51.36% on money in
Annualised return+5.65%Money-weighted (XIRR)
Deepest dip-53.29%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-10.36% | -8.28% | +0.20% | +6.07% | +25.33% p.a. | -0.65% p.a. | +5.99% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +21.83% | +8.66% | -6.24% | +28.54% | -10.97% | +26.08% | -23.53% | -8.59% | +25.77% | +18.36% | -4.04% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $12,517 | +$2,217 | +21.53% |
| 2017 | $11,500 | $14,906 | +$3,406 | +29.61% |
| 2018 | $12,800 | $15,150 | +$2,350 | +18.36% |
| 2019 | $14,000 | $20,829 | +$6,829 | +48.78% |
| 2020 | $15,200 | $20,009 | +$4,809 | +31.64% |
| 2021 | $16,400 | $26,471 | +$10,071 | +61.41% |
| 2022 | $17,600 | $21,291 | +$3,691 | +20.97% |
| 2023 | $18,800 | $20,828 | +$2,028 | +10.79% |
| 2024 | $20,100 | $27,656 | +$7,556 | +37.59% |
| 2025 | $21,300 | $34,124 | +$12,824 | +60.21% |
| 2026 (YTD) | $22,200 | $33,601 | +$11,401 | +51.36% |