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FTS.TO vs. RAAX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FTS.TO vs. RAAX - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Fortis Inc. (FTS.TO) and VanEck Inflation Allocation ETF (RAAX). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

FTS.TO is traded in CAD, while RAAX is traded in USD. To make them comparable, the RAAX values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, FTS.TO achieves a 13.43% return, which is significantly lower than RAAX's 20.02% return.


FTS.TO

1D
0.99%
1M
5.79%
YTD
13.43%
6M
15.37%
1Y
25.87%
3Y*
16.29%
5Y*
11.27%
10Y*
10.80%

RAAX

1D
2.45%
1M
-0.06%
YTD
20.02%
6M
19.24%
1Y
35.74%
3Y*
23.17%
5Y*
16.49%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FTS.TO vs. RAAX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FTS.TO
Fortis Inc.
13.43%23.93%14.24%4.76%-7.87%21.81%0.04%22.71%8.82%
RAAX
VanEck Inflation Allocation ETF
20.02%20.96%22.02%4.18%7.95%21.50%-10.44%1.77%4.66%

Correlation

The correlation between FTS.TO and RAAX is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.01

Correlation (3Y)
Calculated over the trailing 3-year period

0.09

Correlation (5Y)
Calculated over the trailing 5-year period

0.08

Correlation (All Time)
Calculated using the full available price history since Apr 10, 2018

0.09

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Return for Risk

FTS.TO vs. RAAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FTS.TO
FTS.TO Risk / Return Rank: 8989
Overall Rank
FTS.TO Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
FTS.TO Sortino Ratio Rank: 8989
Sortino Ratio Rank
FTS.TO Omega Ratio Rank: 8787
Omega Ratio Rank
FTS.TO Calmar Ratio Rank: 9090
Calmar Ratio Rank
FTS.TO Martin Ratio Rank: 8989
Martin Ratio Rank

RAAX
RAAX Risk / Return Rank: 8585
Overall Rank
RAAX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
RAAX Sortino Ratio Rank: 8181
Sortino Ratio Rank
RAAX Omega Ratio Rank: 8383
Omega Ratio Rank
RAAX Calmar Ratio Rank: 8989
Calmar Ratio Rank
RAAX Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FTS.TO vs. RAAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fortis Inc. (FTS.TO) and VanEck Inflation Allocation ETF (RAAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FTS.TORAAXDifference
Sharpe ratioReturn per unit of total volatility

-0.52

Sortino ratioReturn per unit of downside risk

-0.45

Omega ratioGain probability vs. loss probability

1.36

1.46

-0.10

Calmar ratioReturn relative to maximum drawdown

4.33

5.76

-1.43

Martin ratioReturn relative to average drawdown

10.47

21.64

-11.16

FTS.TO vs. RAAX - Sharpe Ratio Comparison

The current FTS.TO Sharpe Ratio is 2.01, which is comparable to the RAAX Sharpe Ratio of 2.53. The chart below compares the historical Sharpe Ratios of FTS.TO and RAAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

FTS.TO vs. RAAX - Drawdown Comparison

The maximum FTS.TO drawdown since its inception was -28.27%, roughly equal to the maximum RAAX drawdown of -29.03%. Use the drawdown chart below to compare losses from any high point for FTS.TO and RAAX.


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Drawdown Indicators


FTS.TORAAXDifference

Max Drawdown

Largest peak-to-trough decline

-28.27%

-29.03%

+0.76%

Max Drawdown (1Y)

Largest decline over 1 year

-6.09%

-6.34%

+0.25%

Max Drawdown (3Y)

Largest decline over 3 years

-10.97%

-11.92%

+0.95%

Max Drawdown (5Y)

Largest decline over 5 years

-24.01%

-17.70%

-6.31%

Max Drawdown (10Y)

Largest decline over 10 years

-28.27%

Current Drawdown

Current decline from peak

0.00%

-1.74%

+1.74%

Average Drawdown

Average peak-to-trough decline

-5.71%

-5.19%

-0.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.51%

1.69%

+0.82%

Volatility

FTS.TO vs. RAAX - Volatility Comparison

Fortis Inc. (FTS.TO) and VanEck Inflation Allocation ETF (RAAX) have volatilities of 4.96% and 4.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FTS.TORAAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.96%

4.84%

+0.12%

Volatility (6M)

Calculated over the trailing 6-month period

10.44%

12.44%

-2.00%

Volatility (1Y)

Calculated over the trailing 1-year period

13.12%

14.43%

-1.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.45%

16.55%

-2.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.86%

16.76%

+0.10%

Dividends

FTS.TO vs. RAAX - Dividend Comparison

FTS.TO's dividend yield for the trailing twelve months is around 3.18%, more than RAAX's 1.99% yield.


PositionTTM20252024202320222021202020192018201720162015
FTS.TO
Fortis Inc.
3.18%3.48%3.99%4.19%4.01%3.36%3.73%3.39%3.79%3.52%3.68%3.73%
RAAX
VanEck Inflation Allocation ETF
1.99%2.34%1.91%3.66%1.53%8.72%6.27%2.37%0.56%0.00%0.00%0.00%

Frequently Asked Questions


FTS.TO and RAAX have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

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