Bel Fuse Inc. (BELFA)

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Bel Fuse Inc. (BELFA) is up 56.8% since the beginning of the year. At $238 per share, BELFA is trading 13.9% below its 52-week high of $276. Investors who bought $1,000 worth of BELFA shares 5 years ago would now be looking at an investment worth $16,166.

Bel Fuse Inc. (BELFA) has returned 56.77% so far this year and 275.26% over the past 12 months. Looking at the last ten years, BELFA has achieved an annualized return of 33.03%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.

Based on dividend-adjusted daily data since Sep 7, 1984, BELFA's average daily return is +0.10%, while the average monthly return is +1.63%. At this rate, an investment would double in approximately 3.6 years.

Historically, 51% of months were positive and 49% were negative. The best month was Oct 1998 with a return of +61.8%, while the worst month was Dec 1999 at -43.1%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 6 months.

On a daily basis, BELFA closed higher 41% of trading days. The best single day was Aug 25, 1989 with a return of +31.6%, while the worst single day was Dec 2, 1999 at -44.8%.

Bel Fuse Inc. has an annualized alpha of 17.50%, beta of 0.81, and R2 of 0.06 versus S&P 500 Index. Calculated based on daily prices since September 10, 1984.

• This stock captured 149.42% of S&P 500 Index gains and 148.69% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.06 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.

BELFA ranks 97 for risk / return — in the top 97% 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.

The table below present risk-adjusted performance metrics for Bel Fuse Inc. (BELFA) and compare them to S&P 500 Index.

Bel Fuse Inc. provided a 0.10% dividend yield over the last twelve months, with an annual payout of $0.24 per share.

The table displays the monthly dividend distributions for Bel Fuse Inc.. 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 Bel Fuse Inc.. 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 Bel Fuse Inc. was 89.86%, occurring on Nov 16, 1990. Recovery took 460 trading sessions.

The current Bel Fuse Inc. drawdown is 12.16%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Bel Fuse Inc. 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 Bel Fuse Inc. is priced in the market compared to other companies in the Electronic Components industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.