PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Fortum Oyj ADR (FOJCY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US34959F1066

Sector

Utilities

Highlights

Market Cap

$13.56B

EPS (TTM)

$0.27

PE Ratio

11.19

Total Revenue (TTM)

$5.80B

Gross Profit (TTM)

$2.09B

EBITDA (TTM)

$1.99B

Year Range

$2.17 - $3.18

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.


Popular comparisons:
FOJCY vs. NTOIY FOJCY vs. SPHD
Popular comparisons:
FOJCY vs. NTOIY FOJCY vs. SPHD

Performance

Performance Chart

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.


-15.00%-10.00%-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
-2.82%
9.51%
FOJCY (Fortum Oyj ADR)
Benchmark (^GSPC)

Returns By Period

Fortum Oyj ADR had a return of 12.27% year-to-date (YTD) and 38.01% in the last 12 months. Over the past 10 years, Fortum Oyj ADR had an annualized return of 6.29%, while the S&P 500 had an annualized return of 11.29%, indicating that Fortum Oyj ADR did not perform as well as the benchmark.


FOJCY

YTD

12.27%

1M

10.42%

6M

-2.82%

1Y

38.01%

5Y*

-0.30%

10Y*

6.29%

^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 FOJCY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20257.43%12.27%
2024-4.44%-9.32%4.01%7.12%14.92%-3.84%4.96%4.23%3.15%-12.63%5.89%-8.19%2.26%
2023-9.53%2.20%0.00%0.53%-11.29%0.98%1.46%-0.85%-9.93%1.72%18.75%2.59%-6.50%
2022-12.17%-21.51%-6.86%-8.78%9.84%-18.78%-25.63%-7.46%30.97%4.37%11.25%5.87%-42.10%
20210.73%5.62%4.31%3.37%9.75%-4.45%-0.09%10.16%0.36%-2.39%-3.83%7.32%33.85%
2020-0.83%-13.36%-24.45%21.61%15.43%-0.89%7.27%4.03%-4.37%-7.13%22.11%4.92%14.66%
20193.89%-2.03%-2.59%3.15%0.97%3.82%4.63%-4.86%7.31%3.28%-3.09%4.16%19.40%
201812.24%-1.01%-2.52%14.84%1.67%1.66%5.32%1.35%1.16%-18.24%-2.18%5.97%17.64%
20173.77%-4.22%3.70%-0.87%9.59%-1.79%4.56%9.16%10.91%7.11%-0.73%-6.00%39.13%
20163.40%-15.00%14.14%5.13%13.32%5.17%4.44%-6.74%3.85%2.60%-13.24%6.99%21.11%
2015-1.91%7.05%-0.94%-5.59%-4.26%-6.48%-0.45%-8.03%-7.96%0.76%-2.68%3.03%-25.14%
2014-6.38%10.18%-4.05%6.27%8.20%10.00%-4.32%-2.51%-2.59%-5.04%8.62%-13.57%1.39%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 75, FOJCY is among the top 25% 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 FOJCY is 7575
Overall Rank
The Sharpe Ratio Rank of FOJCY is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of FOJCY is 7272
Sortino Ratio Rank
The Omega Ratio Rank of FOJCY is 7272
Omega Ratio Rank
The Calmar Ratio Rank of FOJCY is 7171
Calmar Ratio Rank
The Martin Ratio Rank of FOJCY is 8383
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 Fortum Oyj ADR (FOJCY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for FOJCY, currently valued at 1.14, compared to the broader market-2.000.002.004.001.141.77
The chart of Sortino ratio for FOJCY, currently valued at 1.67, compared to the broader market-6.00-4.00-2.000.002.004.006.001.672.39
The chart of Omega ratio for FOJCY, currently valued at 1.22, compared to the broader market0.501.001.502.001.221.32
The chart of Calmar ratio for FOJCY, currently valued at 0.70, compared to the broader market0.002.004.006.000.702.66
The chart of Martin ratio for FOJCY, currently valued at 6.00, compared to the broader market0.0010.0020.0030.006.0010.85
FOJCY
^GSPC

The current Fortum Oyj ADR Sharpe ratio is 1.14. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fortum Oyj ADR with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00SeptemberOctoberNovemberDecember2025February
1.14
1.77
FOJCY (Fortum Oyj ADR)
Benchmark (^GSPC)

Dividends

Dividend History

Fortum Oyj ADR provided a 8.36% dividend yield over the last twelve months, with an annual payout of $0.25 per share.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%$0.00$0.10$0.20$0.30$0.40$0.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.25$0.25$0.19$0.25$0.27$0.48$0.25$0.27$0.24$0.49$0.30$0.30

Dividend yield

8.36%9.38%6.69%7.48%4.33%10.02%5.00%6.18%6.01%15.90%9.89%6.83%

Monthly Dividends

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.13$0.00$0.00$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.25
2023$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.19
2022$0.00$0.00$0.25$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.25
2021$0.00$0.00$0.00$0.27$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.27
2020$0.00$0.00$0.24$0.24$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.48
2019$0.00$0.00$0.25$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.25
2018$0.00$0.00$0.00$0.27$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.27
2017$0.00$0.00$0.00$0.24$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.24
2016$0.00$0.00$0.00$0.25$0.24$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.49
2015$0.00$0.00$0.30$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.30
2014$0.30$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.30

Dividend Yield & Payout


Dividend Yield
100.0%200.0%300.0%400.0%500.0%600.0%8.4%
Fortum Oyj ADR has a dividend yield of 8.36%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%126.0%
Fortum Oyj ADR has a payout ratio of 126.02%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-40.63%
0
FOJCY (Fortum Oyj ADR)
Benchmark (^GSPC)

Worst Drawdowns

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 69.62%, occurring on Sep 6, 2022. The portfolio has not yet recovered.

The current Fortum Oyj ADR drawdown is 40.63%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.62%Oct 25, 2021218Sep 6, 2022
-54.47%May 5, 20111047Feb 11, 2016269Oct 19, 20171316
-43.35%Jan 29, 202033Mar 23, 2020108Oct 12, 2020141
-21.93%Sep 11, 201844Nov 28, 2018180Jan 16, 2020224
-20.41%Jan 5, 201089May 25, 201037Oct 14, 2010126

Volatility

Volatility Chart

The current Fortum Oyj ADR volatility is 10.71%, 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%5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
10.71%
3.19%
FOJCY (Fortum Oyj ADR)
Benchmark (^GSPC)

Financials

Financial Performance

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.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Fortum Oyj ADR compared to its peers in the Utilities - Renewable industry.


PE Ratio
50.0100.0150.0200.0250.0300.011.2
The chart displays the price to earnings (P/E) ratio for FOJCY in comparison to other companies of the Utilities - Renewable industry. Currently, FOJCY has a PE value of 11.2. This PE ratio falls in the average range for the industry.
PEG Ratio
1.02.03.04.05.06.00.0
The chart displays the price to earnings to growth (PEG) ratio for FOJCY in comparison to other companies of the Utilities - Renewable industry. Currently, FOJCY has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Fortum Oyj ADR.


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