Fortum Oyj ADR (FOJCY)

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

Fortum Oyj ADR (FOJCY) has returned 11.45% so far this year and 64.73% over the past 12 months. Looking at the last ten years, FOJCY has achieved an annualized return of 15.65%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since May 5, 2009, FOJCY's average daily return is +0.07%, while the average monthly return is +1.09%. At this rate, your investment would double in approximately 5.3 years.

Historically, 57% of months were positive and 43% were negative. The best month was Sep 2022 with a return of +32.4%, while the worst month was Mar 2020 at -31.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.

On a daily basis, FOJCY closed higher 38% of trading days. The best single day was Sep 10, 2009 with a return of +15.8%, while the worst single day was Jun 21, 2011 at -15.3%.

Fortum Oyj ADR has an annualized alpha of 10.25%, beta of 0.61, and R² of 0.06 versus S&P 500 Index. Calculated based on daily prices since May 06, 2009.

• This stock participated in 112.30% of S&P 500 Index downside but only 98.10% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.61 may look defensive, but with R² of 0.06 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.06 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

FOJCY ranks 81 for risk / return — in the top 81% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Fortum Oyj ADR (FOJCY) and compare them to a chosen benchmark (S&P 500 Index).

Fortum Oyj ADR provided a 6.23% dividend yield over the last twelve months, with an annual payout of $0.30 per share. The company has been increasing its dividends for 2 consecutive years.

The table displays the monthly dividend distributions for Fortum Oyj ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Fortum Oyj ADR. 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 Fortum Oyj ADR was 70.67%, occurring on Sep 6, 2022. Recovery took 797 trading sessions.

The current Fortum Oyj ADR drawdown is 4.88%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Fortum Oyj ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Fortum Oyj ADR is priced in the market compared to other companies in the Utilities - Renewable industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.