Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTRSF (Fortis Inc. CUM RD 5Y SR G) | 1.08% | 9.07% | 14.60% | 6.40% | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 02/07/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTRSF (Fortis Inc. CUM RD 5Y SR G) | 02/07/2019 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.07 | 14.60 | 6.40 | NA | NA | NA | … | … | 1.08 | 25.18 | 9.24 | 26.68 | -20.96 | 33.80 | 8.48 | -2.11 |
| Sharpe Ratio | NA | 0.58 | 1.07 | 0.24 | NA | NA | NA | … | … | -0.01 | 1.60 | 0.51 | 1.73 | -0.88 | 2.26 | 0.28 | -0.20 |
| Standard Deviation(%) | NA | 11.02 | 12.74 | 15.91 | NA | NA | NA | … | … | 11.51 | 13.98 | 11.00 | 13.46 | 25.46 | 14.91 | 29.76 | 18.58 |
| Draw Down(%) | NA | 5.33 | 9.13 | 31.29 | NA | NA | NA | … | … | 5.33 | 6.29 | 9.13 | 7.96 | 31.29 | 5.91 | 38.84 | 12.84 |
| Yield(%) | 0.00 | 6.53 | 7.64 | 5.58 | 4.98 | 3.32 | 2.49 | … | … | 3.13 | 7.31 | 7.43 | 6.96 | 4.83 | 6.15 | 6.28 | 7.59 |
Data as of 06/15/2026, Common starting date is 02/07/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRSF (Fortis Inc. CUM RD 5Y SR G) |
2.00%
Mar 2022 – Mar 2025 |
7.42%
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 |
|---|---|---|---|---|
| FTRSF (Fortis Inc. CUM RD 5Y SR G) |
22.12%
Jan 2023 – Jan 2026 |
18.18%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart