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SCMWY vs. FTAIN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SCMWY vs. FTAIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SwissCom AG (SCMWY) and Fortress Transportation and Preferred Series C (FTAIN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SCMWY achieves a 18.66% return, which is significantly higher than FTAIN's 2.52% return.


SCMWY

1D
1.39%
1M
-4.87%
YTD
18.66%
6M
23.78%
1Y
24.06%
3Y*
17.36%
5Y*
12.58%
10Y*
11.65%

FTAIN

1D
0.04%
1M
0.38%
YTD
2.52%
6M
2.52%
1Y
7.72%
3Y*
11.74%
5Y*
6.88%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCMWY vs. FTAIN - Yearly Performance Comparison


2026 (YTD)20252024202320222021
SCMWY
SwissCom AG
18.66%35.49%1.05%13.81%1.30%11.58%
FTAIN
Fortress Transportation and Preferred Series C
2.52%4.26%18.15%35.82%-20.89%13.45%

Correlation

The correlation between SCMWY and FTAIN 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

0.02

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

0.04

Correlation (All Time)
Calculated using the full available price history since Mar 18, 2021

0.04

Fundamentals

Market Cap

SCMWY:

$43.00B

FTAIN:

$2.61B

EPS

SCMWY:

CHF 2.40

FTAIN:

$5.13

PE Ratio

SCMWY:

27.55

FTAIN:

4.87

PS Ratio

SCMWY:

2.30

FTAIN:

0.91

PB Ratio

SCMWY:

3.08

FTAIN:

6.04

Total Revenue (TTM)

SCMWY:

CHF 14.92B

FTAIN:

$2.84B

Gross Profit (TTM)

SCMWY:

CHF 10.10B

FTAIN:

$922.62M

EBITDA (TTM)

SCMWY:

CHF 5.60B

FTAIN:

$992.07M

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Return for Risk

SCMWY vs. FTAIN — Risk / Return Rank

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

SCMWY
SCMWY Risk / Return Rank: 7878
Overall Rank
SCMWY Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
SCMWY Sortino Ratio Rank: 7676
Sortino Ratio Rank
SCMWY Omega Ratio Rank: 7272
Omega Ratio Rank
SCMWY Calmar Ratio Rank: 8080
Calmar Ratio Rank
SCMWY Martin Ratio Rank: 8080
Martin Ratio Rank

FTAIN
FTAIN Risk / Return Rank: 8787
Overall Rank
FTAIN Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
FTAIN Sortino Ratio Rank: 8383
Sortino Ratio Rank
FTAIN Omega Ratio Rank: 8484
Omega Ratio Rank
FTAIN Calmar Ratio Rank: 9191
Calmar Ratio Rank
FTAIN Martin Ratio Rank: 9494
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.

SCMWY vs. FTAIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SwissCom AG (SCMWY) and Fortress Transportation and Preferred Series C (FTAIN). 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.


SCMWYFTAINDifference
Sharpe ratioReturn per unit of total volatility

-0.32

Sortino ratioReturn per unit of downside risk

-0.42

Omega ratioGain probability vs. loss probability

1.23

1.33

-0.10

Calmar ratioReturn relative to maximum drawdown

2.44

4.67

-2.23

Martin ratioReturn relative to average drawdown

6.25

16.81

-10.56

SCMWY vs. FTAIN - Sharpe Ratio Comparison

The current SCMWY Sharpe Ratio is 1.30, which is comparable to the FTAIN Sharpe Ratio of 1.62. The chart below compares the historical Sharpe Ratios of SCMWY and FTAIN, 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

SCMWY vs. FTAIN - Drawdown Comparison

The maximum SCMWY drawdown since its inception was -33.75%, which is greater than FTAIN's maximum drawdown of -32.02%. Use the drawdown chart below to compare losses from any high point for SCMWY and FTAIN.


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Drawdown Indicators


SCMWYFTAINDifference

Max Drawdown

Largest peak-to-trough decline

-33.75%

-32.02%

-1.73%

Max Drawdown (1Y)

Largest decline over 1 year

-9.92%

-1.66%

-8.26%

Max Drawdown (3Y)

Largest decline over 3 years

-16.68%

-8.42%

-8.26%

Max Drawdown (5Y)

Largest decline over 5 years

-26.82%

-32.02%

+5.20%

Max Drawdown (10Y)

Largest decline over 10 years

-26.82%

Current Drawdown

Current decline from peak

-7.80%

0.00%

-7.80%

Average Drawdown

Average peak-to-trough decline

-8.52%

-4.50%

-4.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.86%

0.47%

+3.39%

Volatility

SCMWY vs. FTAIN - Volatility Comparison

SwissCom AG (SCMWY) has a higher volatility of 4.61% compared to Fortress Transportation and Preferred Series C (FTAIN) at 0.27%. This indicates that SCMWY's price experiences larger fluctuations and is considered to be riskier than FTAIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCMWYFTAINDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.61%

0.27%

+4.34%

Volatility (6M)

Calculated over the trailing 6-month period

13.90%

2.37%

+11.53%

Volatility (1Y)

Calculated over the trailing 1-year period

18.66%

4.79%

+13.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.52%

18.69%

-1.17%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.35%

18.39%

-1.04%

Dividends

SCMWY vs. FTAIN - Dividend Comparison

SCMWY's dividend yield for the trailing twelve months is around 4.07%, less than FTAIN's 8.25% yield.


PositionTTM20252024202320222021202020192018201720162015
FTAIN
Fortress Transportation and Preferred Series C
8.25%8.12%7.81%8.52%10.58%5.56%0.00%0.00%0.00%0.00%0.00%0.00%
SCMWY
SwissCom AG
4.07%3.44%8.77%3.99%4.30%4.38%4.28%4.13%4.91%8.30%9.75%4.60%

Financials

SCMWY vs. FTAIN - Financials Comparison

This section allows you to compare key financial metrics between SwissCom AG and Fortress Transportation and Preferred Series C. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00B20222023202420252026
3.69B
830.70M
(SCMWY) Total Revenue
(FTAIN) Total Revenue
Please note, different currencies. SCMWY values in CHF, FTAIN values in USD

SCMWY vs. FTAIN - Profitability Comparison

The chart below illustrates the profitability comparison between SwissCom AG and Fortress Transportation and Preferred Series C over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
28.0%
36.9%
Portfolio components
SCMWY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, SwissCom AG reported a gross profit of 1.03B and revenue of 3.69B. Therefore, the gross margin over that period was 28.0%.

FTAIN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fortress Transportation and Preferred Series C reported a gross profit of 306.43M and revenue of 830.70M. Therefore, the gross margin over that period was 36.9%.

SCMWY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, SwissCom AG reported an operating income of 618.49M and revenue of 3.69B, resulting in an operating margin of 16.8%.

FTAIN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fortress Transportation and Preferred Series C reported an operating income of 241.44M and revenue of 830.70M, resulting in an operating margin of 29.1%.

SCMWY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, SwissCom AG reported a net income of 339.41M and revenue of 3.69B, resulting in a net margin of 9.2%.

FTAIN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fortress Transportation and Preferred Series C reported a net income of 134.19M and revenue of 830.70M, resulting in a net margin of 16.2%.


Frequently Asked Questions


SCMWY and FTAIN 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.

SCMWY has higher volatility (4.61%) compared to FTAIN (0.27%). In terms of maximum drawdown, SCMWY dropped -33.75% vs FTAIN's -32.02%.

FTAIN currently has the higher Sharpe Ratio (1.62 vs 1.30), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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