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Fortescue Metals Group Ltd ADR (FSUGY)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US34959A2069

Highlights

Market Cap
$43.83B
Enterprise Value
$45.56B
EPS (TTM)
$4.95
PE Ratio
5.74
Total Revenue (TTM)
$32.71B
Gross Profit (TTM)
$13.54B
EBITDA (TTM)
$16.85B
Year Range
$16.41 - $31.70
ROA (TTM)
24.33%
ROE (TTM)
36.78%

Share Price Chart


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Fortescue Metals Group Ltd ADR

Often compared with FSUGY:
FSUGY vs. ^NDXFSUGY vs. BASFY

Performance

Performance Chart

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


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S&P 500 Index

Returns By Period

Fortescue Metals Group Ltd ADR (FSUGY) has returned 0.93% so far this year and 55.66% over the past 12 months. Looking at the last ten years, FSUGY has achieved an annualized return of 35.44%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


Fortescue Metals Group Ltd ADR

1D
1.10%
1M
-1.44%
YTD
0.93%
6M
18.56%
1Y
55.66%
3Y*
6.23%
5Y*
8.58%
10Y*
35.44%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Apr 1, 2009, FSUGY's average daily return is +0.15%, while the average monthly return is +2.10%. At this rate, your investment would double in approximately 2.8 years.

Historically, 53% of months were positive and 47% were negative. The best month was Nov 2022 with a return of +41.4%, while the worst month was Mar 2012 at -59.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 8 months.

On a daily basis, FSUGY closed higher 48% of trading days. The best single day was Jan 19, 2011 with a return of +100.9%, while the worst single day was Mar 9, 2012 at -58.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.79%3.22%-1.44%0.93%
20254.39%-10.33%-4.84%6.01%-3.73%0.55%13.61%11.01%1.44%12.67%0.50%3.74%37.39%
2024-1.45%-9.26%-0.73%-0.18%-0.78%-13.47%-12.29%-1.75%20.17%-11.11%-1.16%-8.67%-36.78%
202313.49%-5.36%4.26%-7.75%-10.60%19.22%-0.73%-6.26%2.10%6.34%15.43%19.23%53.11%
2022-0.68%-0.41%16.31%-2.11%-4.15%-16.92%7.41%-2.99%-7.52%-12.50%41.37%4.73%11.98%
2021-8.13%13.26%-12.67%13.27%-2.04%2.81%5.03%-17.63%-21.35%-1.45%15.45%15.23%-7.52%

Benchmark Metrics

Fortescue Metals Group Ltd ADR has an annualized alpha of 24.00%, beta of 1.19, and R² of 0.08 versus S&P 500 Index. Calculated based on daily prices since April 02, 2009.

  • This stock captured 108.51% of S&P 500 Index gains and 104.13% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • R² of 0.08 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.

Alpha
24.00%
Beta
1.19
0.08
Upside Capture
108.51%
Downside Capture
104.13%

Return for Risk

Risk / Return Rank

FSUGY ranks 84 for risk / return — in the top 84% 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.


FSUGY Risk / Return Rank: 8484
Overall Rank
FSUGY Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
FSUGY Sortino Ratio Rank: 8080
Sortino Ratio Rank
FSUGY Omega Ratio Rank: 7878
Omega Ratio Rank
FSUGY Calmar Ratio Rank: 8989
Calmar Ratio Rank
FSUGY Martin Ratio Rank: 8989
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.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Fortescue Metals Group Ltd ADR (FSUGY) and compare them to a chosen benchmark (S&P 500 Index).


FSUGYBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.62

0.90

+0.72

Sortino ratio

Return per unit of downside risk

2.13

1.39

+0.74

Omega ratio

Gain probability vs. loss probability

1.27

1.21

+0.06

Calmar ratio

Return relative to maximum drawdown

3.68

1.40

+2.29

Martin ratio

Return relative to average drawdown

9.94

6.61

+3.33

Explore FSUGY risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Fortescue Metals Group Ltd ADR provided a 5.83% dividend yield over the last twelve months, with an annual payout of $1.66 per share.


5.00%10.00%15.00%20.00%$0.00$1.00$2.00$3.00$4.00$5.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.66$1.42$2.62$2.33$2.89$5.34$2.43$1.55$0.31$0.94$0.45$0.06

Dividend yield

5.83%4.87%11.63%5.93%10.38%19.02%6.73%10.37%5.19%12.28%5.36%2.20%

Monthly Dividends

The table displays the monthly dividend distributions for Fortescue Metals Group Ltd ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.88$0.88
2025$0.00$0.00$0.64$0.00$0.00$0.00$0.00$0.00$0.78$0.00$0.00$0.00$1.42
2024$0.00$0.00$1.42$0.00$0.00$0.00$0.00$0.00$1.21$0.00$0.00$0.00$2.62
2023$0.00$1.03$0.00$0.00$0.00$0.00$0.00$0.00$1.29$0.00$0.00$0.00$2.33
2022$0.00$1.24$0.00$0.00$0.00$0.00$0.00$0.00$1.66$0.00$0.00$0.00$2.89
2021$0.00$0.00$2.26$0.00$0.00$0.00$0.00$0.00$3.08$0.00$0.00$0.00$5.34

Dividend Yield & Payout


Dividend Yield

Fortescue Metals Group Ltd ADR has a dividend yield of 5.83%, which means its dividend payment is significantly above the market average.

Payout Ratio

Fortescue Metals Group Ltd ADR has a payout ratio of 81.91%, 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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Fortescue Metals Group Ltd 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 Fortescue Metals Group Ltd ADR was 93.91%, occurring on Jan 15, 2016. Recovery took 1129 trading sessions.

The current Fortescue Metals Group Ltd ADR drawdown is 12.95%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-93.91%Jul 27, 20111125Jan 15, 20161129Jul 13, 20202254
-51.32%Dec 29, 2023317Apr 4, 2025
-50.51%Nov 8, 201013Nov 24, 201058Feb 17, 201171
-43.9%Apr 15, 201029May 25, 201090Oct 1, 2010119
-41.43%Jul 30, 202169Nov 4, 2021298Jan 12, 2023367

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Fortescue Metals Group Ltd 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 overview of how Fortescue Metals Group Ltd ADR is priced in the market compared to other companies in the Other Industrial Metals & Mining industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for FSUGY, comparing it with other companies in the Other Industrial Metals & Mining industry. Currently, FSUGY has a P/E ratio of 5.7. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for FSUGY relative to other companies in the Other Industrial Metals & Mining industry. Currently, FSUGY has a P/S ratio of 1.3. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for FSUGY in comparison with other companies in the Other Industrial Metals & Mining industry. Currently, FSUGY has a P/B value of 2.1. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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