Wartsila Oyj Abp ADR (WRTBY)

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Wartsila Oyj Abp ADR (WRTBY) is down 7.6% since the beginning of the year. At $7 per share, WRTBY is trading 29.4% below its 52-week high of $9. Investors who bought $1,000 worth of WRTBY shares 5 years ago would now be looking at an investment worth $2,589.

Wartsila Oyj Abp ADR (WRTBY) has returned -7.55% so far this year and 23.67% over the past 12 months. Over the last ten years, WRTBY has returned 0.59% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.

Based on dividend-adjusted daily data since Jun 29, 2010, WRTBY's average daily return is +0.33%, while the average monthly return is +2.15%. At this rate, an investment would double in approximately 2.7 years.

Historically, 50% of months were positive and 50% were negative. The best month was Mar 2018 with a return of +287.0%, while the worst month was Apr 2018 at -91.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, WRTBY closed higher 16% of trading days. The best single day was Mar 28, 2018 with a return of +1,200.7%, while the worst single day was Apr 4, 2018 at -91.0%.

Wartsila Oyj Abp ADR has an annualized alpha of 121.20%, beta of 0.18, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since June 29, 2010.

• This stock participated in 40.79% of S&P 500 Index downside but only 21.52% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.18 may look defensive, but with R2 of 0.00 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 0.00 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.

WRTBY ranks 61 for risk / return — above 61% of stocks peers on PortfoliosLab. Its historical combined result is above most peers.

Wartsila Oyj Abp ADR provided a 3.55% dividend yield over the last twelve months, with an annual payout of $0.24 per share. The company has been increasing its dividends for 4 consecutive years.

The table displays the monthly dividend distributions for Wartsila Oyj Abp 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 Wartsila Oyj Abp 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 Wartsila Oyj Abp ADR was 98.10%, occurring on Mar 18, 2020. The portfolio has not yet recovered.

The current Wartsila Oyj Abp ADR drawdown is 84.35%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Wartsila Oyj Abp 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 Wartsila Oyj Abp ADR is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.