Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTAIN (Fortress Transportation and Preferred Series C) | 2.49% | 7.85% | 11.46% | 6.88% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 03/18/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTAIN (Fortress Transportation and Preferred Series C) | 03/18/2021 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.85 | 11.46 | 6.88 | NA | NA | NA | … | … | 2.49 | 4.28 | 18.15 | 35.82 | -20.89 | 13.45 |
| Sharpe Ratio | NA | 0.88 | 0.70 | 0.23 | NA | NA | NA | … | … | 1.01 | 0.16 | 1.36 | 1.50 | -0.70 | 1.51 |
| Standard Deviation(%) | NA | 4.98 | 10.87 | 18.77 | NA | NA | NA | … | … | 3.27 | 9.03 | 10.66 | 21.66 | 31.86 | 11.38 |
| Draw Down(%) | NA | 1.66 | 8.42 | 32.02 | NA | NA | NA | … | … | 0.94 | 6.47 | 4.22 | 11.06 | 31.06 | 8.19 |
| Yield(%) | 0.00 | 8.21 | 8.95 | 7.63 | 4.32 | 2.88 | 2.16 | … | … | 4.03 | 8.01 | 8.41 | 10.02 | 7.72 | 5.98 |
Data as of 06/11/2026, Common starting date is 03/18/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTAIN (Fortress Transportation and Preferred Series C) |
4.77%
Aug 2021 – Aug 2024 |
6.90%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTAIN (Fortress Transportation and Preferred Series C) |
20.63%
Oct 2022 – Oct 2025 |
6.94%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart