Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOJCF (Fortum Oyj) | 10.51% | 37.96% | 31.64% | 3.98% | 13.34% | 4.68% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOJCF (Fortum Oyj) | 01/06/2010 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 37.96 | 31.64 | 3.98 | 13.34 | 4.68 | NA | … | … | 10.51 | 49.09 | 7.74 | -3.89 | -43.02 | 65.31 | -2.97 | 11.26 | 13.84 | 47.81 | 12.70 | -31.35 | 2.79 | 26.06 | -8.42 | -24.19 | 8.41 |
| Sharpe Ratio | NA | 1.15 | 0.94 | 0.04 | 0.34 | NA | NA | … | … | 0.89 | 1.54 | 0.04 | -0.26 | -0.73 | 2.12 | -0.06 | 0.43 | 0.43 | 1.92 | 0.46 | -1.31 | 0.15 | 1.24 | -0.31 | -0.58 | 0.27 |
| Standard Deviation(%) | NA | 30.61 | 30.22 | 37.35 | 34.78 | NA | NA | … | … | 28.37 | 30.70 | 26.02 | 32.09 | 60.09 | 31.48 | 49.74 | 22.70 | 29.44 | 24.72 | 26.99 | 23.92 | 18.55 | 21.02 | 27.61 | 41.51 | 30.98 |
| Draw Down(%) | NA | 12.44 | 18.54 | 67.64 | 67.64 | NA | NA | … | … | 8.96 | 12.44 | 18.48 | 28.75 | 67.64 | 3.07 | 40.33 | 12.42 | 18.97 | 10.53 | 13.24 | 37.01 | 17.72 | 9.95 | 32.02 | 42.92 | 20.84 |
| Yield(%) | 0.00 | 0.00 | 9.26 | 3.93 | 8.56 | 3.49 | 3.36 | … | … | 0.00 | 10.82 | 8.57 | 8.71 | 3.97 | 5.59 | 9.80 | 4.75 | 5.14 | 7.05 | 7.33 | 0.91 | 4.87 | 5.32 | 4.67 | 3.44 | 3.58 |
Data as of 06/03/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOJCF (Fortum Oyj) |
-16.48%
Aug 2019 – Aug 2022 |
-12.58%
Mar 2011 – Mar 2016 |
-0.02%
Mar 2010 – Mar 2020 |
3.32%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOJCF (Fortum Oyj) |
32.47%
Aug 2022 – Aug 2025 |
24.60%
Dec 2016 – Dec 2021 |
15.70%
Mar 2016 – Mar 2026 |
5.71%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart