Performance analysis of Fortis (FTS)
Annual Return
Over the past 3 years, FTS has had an average annual return of +14.97%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, FTS has had an average annual return of +9.92%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, FTS has had an average annual return of +10.10%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Jan 4, 2016, FTS has had an average annual return of +12.26%, underperforming the benchmark SPY, which returned +15.04% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.15% | +29.62% | +5.76% | +7.39% | -13.69% | +22.73% | +1.88% | +28.98% | -5.85% | +24.49% | +23.55% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.68% | +8.71% | -2.97% | +2.55% | -2.46% | +3.43% | +1.89% | +14.15% | |||||
| 2025 | +2.52% | +3.98% | +3.87% | +8.62% | -0.45% | -2.25% | +2.60% | +2.47% | +2.01% | -1.01% | +5.49% | -1.12% | +29.62% |
| 2024 | -2.43% | -2.79% | +2.41% | -0.56% | +2.86% | -2.87% | +7.72% | +6.21% | +3.27% | -4.86% | +4.79% | -6.96% | +5.76% |
| 2023 | +2.77% | -2.85% | +7.48% | +3.25% | -3.30% | +2.45% | -1.07% | -7.08% | -3.09% | +4.58% | +2.33% | +2.62% | +7.39% |
| 2022 | -1.53% | -2.70% | +8.03% | -1.72% | +4.65% | -6.13% | -0.02% | -5.83% | -13.87% | +2.66% | +4.41% | -0.62% | -13.69% |
| 2021 | -0.95% | -3.84% | +12.65% | +2.84% | +3.29% | -3.11% | +2.51% | +1.94% | -3.25% | +0.40% | -1.75% | +11.45% | +22.73% |
| 2020 | +5.01% | -6.44% | -4.72% | +0.52% | -0.10% | -0.73% | +7.09% | -0.93% | +2.05% | -3.33% | +2.91% | +1.36% | +1.88% |
| 2019 | +6.95% | +2.01% | +2.61% | +0.02% | +3.11% | +4.39% | -0.13% | +5.56% | +2.57% | -1.80% | -5.13% | +6.22% | +28.98% |
| 2018 | -3.63% | -6.35% | +3.40% | -0.83% | -3.72% | -0.12% | +2.79% | +0.84% | -0.92% | +1.88% | +5.22% | -3.91% | -5.85% |
| 2017 | +4.08% | +0.12% | +4.34% | -1.94% | +2.37% | +6.90% | +3.73% | +1.45% | -2.21% | +2.96% | +1.06% | -0.35% | +24.49% |
Drawdown analysis of Fortis (FTS)
The maximum drawdown for the FTS was -34.36%, occurring on Mar 23, 2020. Recovery took 247 trading sessions.
The current FTS drawdown is -0.80%.
Since Jan 4, 2016 FTS has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.36% | Feb 18, 2020 | 24 | Mar 23, 2020 | 247 | Mar 16, 2021 | 271 |
| -29.96% | Apr 6, 2022 | 130 | Oct 12, 2022 | 617 | Mar 31, 2025 | 747 |
| -16.05% | Nov 24, 2017 | 138 | Jun 14, 2018 | 185 | Mar 12, 2019 | 323 |
| -14.04% | Jul 6, 2016 | 92 | Nov 14, 2016 | 102 | Apr 12, 2017 | 194 |
| -13.81% | Feb 4, 2016 | 5 | Feb 11, 2016 | 16 | Mar 7, 2016 | 21 |
| -7.75% | Jan 13, 2016 | 4 | Jan 20, 2016 | 2 | Jan 22, 2016 | 6 |
| -7.63% | Sep 26, 2019 | 46 | Dec 2, 2019 | 30 | Jan 15, 2020 | 76 |
| -6.63% | May 7, 2025 | 5 | May 14, 2025 | 54 | Aug 1, 2025 | 59 |
| -6.49% | Dec 31, 2021 | 31 | Feb 15, 2022 | 21 | Mar 17, 2022 | 52 |
| -6.21% | Mar 16, 2026 | 53 | Jun 1, 2026 | 18 | Jun 26, 2026 | 71 |
| -6.13% | Apr 3, 2025 | 4 | Apr 9, 2025 | 3 | Apr 14, 2025 | 7 |
| -5.83% | Sep 8, 2017 | 13 | Sep 27, 2017 | 28 | Nov 6, 2017 | 41 |
| -5.77% | Aug 16, 2021 | 75 | Dec 1, 2021 | 9 | Dec 14, 2021 | 84 |
| -5.39% | Jun 15, 2021 | 23 | Jul 19, 2021 | 20 | Aug 16, 2021 | 43 |
| -4.76% | Apr 17, 2017 | 16 | May 9, 2017 | 18 | Jun 5, 2017 | 34 |
| -4.65% | Nov 28, 2025 | 8 | Dec 10, 2025 | 29 | Jan 23, 2026 | 37 |
| -4.40% | Oct 22, 2025 | 8 | Nov 3, 2025 | 7 | Nov 12, 2025 | 15 |
| -3.95% | Aug 20, 2025 | 20 | Sep 18, 2025 | 16 | Oct 10, 2025 | 36 |
| -3.26% | Jun 28, 2017 | 8 | Jul 11, 2017 | 8 | Jul 21, 2017 | 16 |
| -3.21% | Mar 31, 2016 | 5 | Apr 7, 2016 | 8 | Apr 19, 2016 | 13 |
| -3.11% | Apr 19, 2016 | 3 | Apr 22, 2016 | 4 | Apr 28, 2016 | 7 |
| -3.09% | Jan 24, 2020 | 7 | Feb 4, 2020 | 8 | Feb 14, 2020 | 15 |
| -2.80% | May 2, 2016 | 5 | May 9, 2016 | 3 | May 12, 2016 | 8 |
| -2.68% | Jun 26, 2026 | 3 | Jul 1, 2026 | 10 | Jul 16, 2026 | 13 |
| -2.58% | May 12, 2016 | 4 | May 18, 2016 | 5 | May 25, 2016 | 9 |