Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOJCY (Fortum Oyj ADR) | 14.65% | 41.13% | 34.39% | 4.26% | 13.32% | 6.22% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOJCY (Fortum Oyj ADR) | 01/05/2010 | 06/05/2026 |
| 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 (%) | 7.51 | 41.13 | 34.39 | 4.26 | 13.32 | 6.22 | NA | … | … | 14.65 | 74.34 | 6.95 | -7.07 | -42.11 | 33.72 | 11.14 | 29.33 | 13.34 | 43.20 | 16.03 | -23.88 | 1.02 | 31.29 | -7.51 | -27.70 | 16.29 |
| Sharpe Ratio | NA | 0.79 | 0.73 | 0.00 | 0.30 | NA | NA | … | … | 0.23 | 1.68 | 0.12 | -0.38 | -0.77 | 1.51 | 0.24 | 0.78 | 0.37 | 2.08 | 0.38 | -0.86 | 0.05 | 1.25 | -0.21 | -0.06 | 0.36 |
| Standard Deviation(%) | NA | 42.72 | 36.24 | 39.52 | 36.42 | NA | NA | … | … | 46.52 | 42.68 | 28.01 | 28.79 | 56.52 | 22.39 | 45.66 | 35.71 | 32.12 | 20.53 | 41.22 | 27.76 | 20.40 | 24.92 | 35.58 | 464.48 | 45.01 |
| Draw Down(%) | NA | 15.56 | 24.15 | 69.63 | 69.63 | NA | NA | … | … | 14.42 | 15.56 | 24.15 | 29.97 | 68.20 | 12.56 | 43.38 | 12.53 | 24.01 | 9.29 | 21.34 | 34.36 | 20.89 | 13.33 | 36.32 | 90.48 | 21.67 |
| Yield(%) | 0.00 | 0.00 | 8.42 | 3.53 | 8.28 | 4.14 | 4.24 | … | … | 0.00 | 11.00 | 8.72 | 5.82 | 4.12 | 5.36 | 9.86 | 5.79 | 6.82 | 7.80 | 16.61 | 7.03 | 6.79 | 6.99 | 5.98 | 44.48 | 4.91 |
Data as of 06/05/2026, Common starting date is 01/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOJCY (Fortum Oyj ADR) |
-16.83%
Dec 2021 – Dec 2024 |
-10.34%
Apr 2011 – Apr 2016 |
2.08%
Sep 2013 – Sep 2023 |
4.39%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOJCY (Fortum Oyj ADR) |
30.92%
May 2023 – May 2026 |
26.47%
Feb 2016 – Feb 2021 |
15.92%
Feb 2016 – Feb 2026 |
7.01%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart