Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTS (Fortis Inc.) | 8.11% | 18.71% | 13.08% | 7.88% | 9.69% | 7.50% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTS (Fortis Inc.) | 01/05/2010 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.57 | 18.71 | 13.08 | 7.88 | 9.69 | 7.50 | NA | … | … | 8.11 | 29.62 | 5.38 | 6.96 | -13.91 | 22.74 | 1.92 | 29.40 | -5.29 | 23.52 | 19.31 | -16.35 | 20.83 | -13.35 | 11.15 | -2.71 | 30.34 |
| Sharpe Ratio | NA | 1.21 | 0.67 | 0.33 | 0.44 | NA | NA | … | … | 1.26 | 1.83 | 0.12 | 0.18 | -0.81 | 1.93 | 0.04 | 2.97 | -0.44 | 1.83 | 0.75 | -0.72 | 1.53 | -0.67 | 0.76 | -0.11 | 1.33 |
| Standard Deviation(%) | NA | 13.24 | 15.68 | 16.26 | 18.99 | NA | NA | … | … | 15.16 | 14.65 | 14.79 | 18.83 | 19.10 | 11.77 | 38.85 | 9.42 | 15.07 | 12.58 | 25.30 | 22.86 | 13.61 | 19.88 | 14.66 | 24.10 | 22.99 |
| Draw Down(%) | NA | 5.98 | 14.46 | 30.13 | 34.36 | NA | NA | … | … | 5.98 | 6.63 | 10.59 | 17.88 | 30.13 | 5.95 | 34.36 | 7.63 | 13.64 | 5.83 | 14.25 | 19.91 | 7.17 | 17.17 | 10.87 | 16.17 | 15.07 |
| Yield(%) | 0.00 | 3.81 | 4.12 | 3.78 | 4.88 | 4.34 | 4.25 | … | … | 1.80 | 4.29 | 4.24 | 4.18 | 3.51 | 4.02 | 3.50 | 4.50 | 3.68 | 4.43 | 4.37 | 3.34 | 4.02 | 3.57 | 3.68 | 3.37 | 4.07 |
Data as of 06/04/2026, Common starting date is 01/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTS (Fortis Inc.) |
-4.32%
Dec 2012 – Dec 2015 |
-1.08%
Dec 2010 – Dec 2015 |
5.05%
Sep 2012 – Sep 2022 |
6.82%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTS (Fortis Inc.) |
17.77%
Feb 2023 – Feb 2026 |
13.62%
Dec 2016 – Dec 2021 |
11.72%
Feb 2016 – Feb 2026 |
8.55%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart