Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTAIO (Fortress Transportation and Preferred Series B) | NA | 8.67% | 9.51% | 8.42% | NA | NA | NA | … | … |
Data as of 02/14/2025, Common starting date is 11/25/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTAIO (Fortress Transportation and Preferred Series B) | 11/25/2019 | 02/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 8.67 | 9.51 | 8.42 | NA | NA | NA | … | … | 0.71 | 8.71 | 43.20 | -17.35 | 19.95 | -3.43 | 4.29 |
| Sharpe Ratio | NA | 0.39 | 0.22 | 0.09 | NA | NA | NA | … | … | 0.80 | 0.29 | 1.49 | -0.59 | 1.52 | -0.03 | 9.75 |
| Standard Deviation(%) | NA | 5.62 | 24.11 | 62.92 | NA | NA | NA | … | … | 3.74 | 7.38 | 26.40 | 31.70 | 13.12 | 133.47 | 5.59 |
| Draw Down(%) | NA | 4.34 | 28.61 | 79.40 | NA | NA | NA | … | … | 1.06 | 4.34 | 12.30 | 28.61 | 6.57 | 79.51 | 0.90 |
| Yield(%) | 0.00 | 7.89 | 8.04 | 7.75 | 4.05 | 2.70 | 2.03 | … | … | 0.00 | 8.08 | 9.76 | 7.92 | 8.70 | 8.02 | 0.00 |
Data as of 02/14/2025, Common starting date is 11/25/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTAIO (Fortress Transportation and Preferred Series B) |
-1.44%
Dec 2019 – Dec 2022 |
8.31%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTAIO (Fortress Transportation and Preferred Series B) |
39.76%
Mar 2020 – Mar 2023 |
8.41%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart