PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Fortress Transportation and Preferred Series A (FT...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US34960P2002

Sector

Industrials

IPO Date

Sep 6, 2019

Highlights

EPS (TTM)

-$3.47

Total Revenue (TTM)

$1.24B

Gross Profit (TTM)

$450.22M

EBITDA (TTM)

$257.94M

Year Range

$23.83 - $25.70

Short Ratio

0.11

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fortress Transportation and Preferred Series A, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-4.00%-2.00%0.00%2.00%4.00%6.00%Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27Nov 03
1.33%
6.72%
FTAIP (Fortress Transportation and Preferred Series A)
Benchmark (^GSPC)

Returns By Period


FTAIP

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.22%

1M

2.22%

6M

9.51%

1Y

22.46%

5Y*

12.74%

10Y*

11.29%

*Annualized

Monthly Returns

The table below presents the monthly returns of FTAIP, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.54%1.84%0.38%0.76%1.54%-0.45%1.24%0.75%1.97%-0.55%9.35%
20236.98%0.29%0.42%-2.99%1.46%2.19%2.62%4.40%-7.49%6.06%4.69%0.33%19.63%
20220.85%-7.27%2.31%-0.91%7.17%-9.06%1.74%1.41%-21.11%10.87%8.78%4.12%-5.55%
20214.22%6.94%7.21%-0.80%2.15%1.68%-1.99%1.65%3.19%0.37%-5.13%3.47%24.71%
20200.42%-6.41%-51.99%74.89%-8.89%6.81%-0.68%2.94%2.42%-0.92%20.39%-0.97%-5.01%
20191.93%-1.24%1.89%2.35%4.99%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 96, FTAIP is among the top 4% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FTAIP is 9696
Overall Rank
The Sharpe Ratio Rank of FTAIP is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of FTAIP is 9494
Sortino Ratio Rank
The Omega Ratio Rank of FTAIP is 9696
Omega Ratio Rank
The Calmar Ratio Rank of FTAIP is 9999
Calmar Ratio Rank
The Martin Ratio Rank of FTAIP is 9898
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fortress Transportation and Preferred Series A (FTAIP) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
FTAIP
^GSPC

There is not enough data available to calculate the Sharpe ratio for Fortress Transportation and Preferred Series A. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio1.502.002.503.003.50Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27Nov 03
2.25
2.94
FTAIP (Fortress Transportation and Preferred Series A)
Benchmark (^GSPC)

Dividends

Dividend History

Fortress Transportation and Preferred Series A provided a 6.10% dividend yield over the last twelve months, with an annual payout of $1.55 per share.


2.00%4.00%6.00%8.00%10.00%$0.00$0.50$1.00$1.50$2.0020192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019
Dividend$1.55$2.06$2.06$2.06$2.06$0.53

Dividend yield

6.10%8.36%9.17%7.96%9.16%2.04%

Monthly Dividends

The table displays the monthly dividend distributions for Fortress Transportation and Preferred Series A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.52$0.00$0.00$1.55
2023$0.00$0.00$0.52$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.52$0.00$2.06
2022$0.00$0.00$0.52$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.52$0.00$2.06
2021$0.00$0.00$0.52$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.52$0.00$2.06
2020$0.00$0.00$0.52$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.52$0.00$2.06
2019$0.53$0.00$0.53

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-5.00%-4.00%-3.00%-2.00%-1.00%0.00%Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27Nov 03
-0.90%
0
FTAIP (Fortress Transportation and Preferred Series A)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fortress Transportation and Preferred Series A. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Fortress Transportation and Preferred Series A was 79.91%, occurring on Mar 18, 2020. Recovery took 226 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.91%Jan 28, 202036Mar 18, 2020226Feb 9, 2021262
-26.31%Nov 1, 2021245Oct 20, 202275Feb 8, 2023320
-11.41%Mar 8, 202313Mar 24, 202369Jul 5, 202382
-9.53%Sep 1, 202323Oct 4, 202321Nov 2, 202344
-4.25%Jul 9, 202114Jul 28, 20217Aug 6, 202121

Volatility

Volatility Chart

The current Fortress Transportation and Preferred Series A volatility is 0.18%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20Oct 27Nov 03
0.18%
3.93%
FTAIP (Fortress Transportation and Preferred Series A)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Fortress Transportation and Preferred Series A over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Fortress Transportation and Preferred Series A.


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab