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Bel Fuse Inc. (BELFA)

Equity · Currency in USD · Last updated Aug 11, 2022

Company Info

ISINUS0773472016
CUSIP077347201
SectorTechnology
IndustryElectronic Components

Trading Data

Previous Close$28.05
Year Range$13.08 - $29.66
EMA (50)$24.31
EMA (200)$19.70
Average Volume$2.75K
Market Capitalization$327.19M

BELFAShare Price Chart


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BELFAPerformance

The chart shows the growth of $10,000 invested in Bel Fuse Inc. in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $17,269 for a total return of roughly 72.69%. All prices are adjusted for splits and dividends.


-20.00%0.00%20.00%40.00%60.00%80.00%100.00%MarchAprilMayJuneJulyAugust
90.25%
-3.37%
BELFA (Bel Fuse Inc.)
Benchmark (^GSPC)

BELFAReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M20.39%7.97%
6M76.23%-5.93%
YTD88.70%-10.40%
1Y85.94%-6.13%
5Y5.38%13.38%
10Y7.44%13.26%

BELFAMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20227.08%14.69%14.44%4.27%-1.42%-0.14%38.31%-5.43%
20213.41%22.10%11.56%1.86%-10.05%-16.58%9.26%1.88%-7.82%2.89%-8.89%10.86%
2020-11.72%-27.72%-26.50%-1.26%46.28%-7.74%21.51%-10.33%7.93%-1.93%22.94%-5.41%
201947.05%6.23%0.14%-3.41%-28.78%3.75%1.60%-34.74%36.82%-1.47%0.30%19.56%
2018-11.62%-18.10%8.06%3.82%9.26%8.58%0.83%20.36%-14.74%-15.81%-3.26%-21.43%
2017-0.01%-14.85%5.46%-7.28%2.30%-3.46%6.57%-0.77%24.56%4.15%-19.00%-4.67%
2016-9.63%-7.13%11.43%15.18%-2.30%2.48%11.44%11.38%3.97%-3.44%22.58%6.43%
2015-13.51%-6.18%-5.77%9.33%8.12%-9.97%-0.53%-22.75%11.03%-2.66%12.39%-18.56%
2014-3.09%-1.44%4.43%5.63%26.62%-4.54%-6.01%-2.04%7.39%3.63%-2.59%-1.76%
2013-4.55%-8.41%-8.18%-5.02%9.58%-2.10%1.71%19.82%1.94%18.82%6.73%-11.19%
20120.53%-7.29%-1.52%-3.74%-7.42%5.11%-1.19%8.13%-9.38%-12.14%-7.12%21.39%
2011-2.51%-0.86%-1.28%-2.47%-4.39%4.04%-10.97%-8.74%-10.11%14.55%9.27%0.52%
2010-11.47%26.42%-14.38%16.82%-23.04%-0.00%39.36%-19.74%13.14%12.11%-1.58%9.38%

BELFASharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Bel Fuse Inc. Sharpe ratio is 2.18. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.001.502.002.50MarchAprilMayJuneJulyAugust
2.18
-0.27
BELFA (Bel Fuse Inc.)
Benchmark (^GSPC)

BELFADividend History

Bel Fuse Inc. granted a 0.86% dividend yield in the last twelve months. The annual payout for that period amounted to $0.24 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$0.24$0.24$0.24$0.24$0.24$0.24$0.24$0.24$0.24$0.24$0.24$0.24$0.24

Dividend yield

0.86%1.61%1.85%1.55%1.86%1.19%1.03%1.81%1.12%1.40%1.60%1.32%1.12%

BELFADrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2022FebruaryMarchAprilMayJuneJulyAugust
-5.43%
-10.96%
BELFA (Bel Fuse Inc.)
Benchmark (^GSPC)

BELFAWorst Drawdowns

The table below shows the maximum drawdowns of the Bel Fuse Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Bel Fuse Inc. is 78.03%, recorded on Mar 19, 2020. It took 580 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-78.03%Oct 5, 2017484Mar 19, 2020580Jul 28, 20221064
-55.45%Jun 12, 2014322Feb 12, 2016172Dec 21, 2016494
-53.31%Jan 19, 2011435May 14, 2013205Jun 9, 2014640
-28.79%Jan 6, 201757Apr 24, 201770Sep 27, 2017127
-27.59%May 4, 201023Jun 7, 201029Jul 30, 201052
-22.13%Aug 2, 201014Aug 20, 201043Oct 29, 201057
-19.76%Jan 20, 201011Feb 5, 20108Feb 23, 201019
-14.46%Mar 8, 201015Mar 31, 201020Apr 29, 201035
-10.98%Nov 8, 201010Nov 30, 20109Dec 16, 201019
-9.91%Aug 1, 20227Aug 9, 2022

BELFAVolatility Chart

Current Bel Fuse Inc. volatility is 57.32%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


0.00%20.00%40.00%60.00%80.00%100.00%120.00%MarchAprilMayJuneJulyAugust
57.32%
16.23%
BELFA (Bel Fuse Inc.)
Benchmark (^GSPC)