Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FORFF (Fortis Inc) | -6.89% | 18.51% | 7.19% | 0.13% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/16/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FORFF (Fortis Inc) | 08/16/2019 | 06/04/2026 |
| 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 (%) | -7.47 | 18.51 | 7.19 | 0.13 | NA | NA | NA | … | … | -6.89 | 22.71 | 22.57 | -2.45 | -24.47 | 6.65 | 14.56 | 7.38 |
| Sharpe Ratio | NA | 1.52 | 0.32 | -0.04 | NA | NA | NA | … | … | -0.06 | 0.86 | 1.03 | -0.26 | -1.46 | 0.81 | 0.53 | 1.68 |
| Standard Deviation(%) | NA | 16.72 | 21.31 | 19.51 | NA | NA | NA | … | … | 16.50 | 23.16 | 18.33 | 23.72 | 17.76 | 8.15 | 27.14 | 11.78 |
| Draw Down(%) | NA | 8.33 | 15.03 | 31.89 | NA | NA | NA | … | … | 8.33 | 15.03 | 8.64 | 16.45 | 28.30 | 5.01 | 24.27 | 2.33 |
| Yield(%) | 0.00 | 6.33 | 5.80 | 4.28 | 3.70 | 2.47 | 1.85 | … | … | 2.56 | 5.92 | 6.83 | 6.25 | 4.50 | 4.59 | 5.05 | 3.15 |
Data as of 06/04/2026, Common starting date is 08/16/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FORFF (Fortis Inc) |
-7.72%
Dec 2020 – Dec 2023 |
1.14%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FORFF (Fortis Inc) |
13.63%
Dec 2022 – Dec 2025 |
5.79%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart