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Bel Fuse Inc. (BELFB)

Equity · Currency in USD · Last updated Mar 22, 2023

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in Bel Fuse Inc. in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $47,412 for a total return of roughly 374.12%. All prices are adjusted for splits and dividends.


200.00%250.00%300.00%350.00%400.00%450.00%NovemberDecember2023FebruaryMarch
374.12%
243.79%
BELFB (Bel Fuse Inc.)
Benchmark (^GSPC)

S&P 500

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Bel Fuse Inc.

Return

Bel Fuse Inc. had a return of 2.73% year-to-date (YTD) and 84.24% in the last 12 months. Over the past 10 years, Bel Fuse Inc. had an annualized return of 8.94%, while the S&P 500 had an annualized return of 9.92%, indicating that Bel Fuse Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
1 month-13.46%-1.87%
Year-To-Date2.73%4.25%
6 months33.02%2.64%
1 year84.24%-10.31%
5 years (annualized)12.58%8.11%
10 years (annualized)8.94%9.92%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
202320.05%-9.94%
2022-11.15%28.69%6.26%-4.41%

Sharpe 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 1.57. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.004.00NovemberDecember2023FebruaryMarch
1.57
-0.44
BELFB (Bel Fuse Inc.)
Benchmark (^GSPC)

Dividend History

Bel Fuse Inc. granted a 1.04% dividend yield in the last twelve months. The annual payout for that period amounted to $0.35 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$0.35$0.28$0.28$0.28$0.28$0.28$0.28$0.28$0.28$0.28$0.28$0.28

Dividend yield

1.04%0.85%2.21%1.93%1.45%1.64%1.22%1.00%1.82%1.17%1.52%1.68%

Monthly Dividends

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.07$0.00
2022$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00
2021$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00
2020$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00
2019$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00
2018$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00
2017$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00
2016$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00
2015$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00
2014$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00
2013$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00
2012$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00

Drawdowns Chart

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


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2023FebruaryMarch
-15.84%
-16.55%
BELFB (Bel Fuse Inc.)
Benchmark (^GSPC)

Worst 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 81.89%, recorded on Apr 23, 2020. It took 635 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81.89%Nov 7, 20004894Apr 23, 2020635Oct 28, 20225529
-49.34%Dec 14, 199987Apr 17, 200091Aug 25, 2000178
-45%Jul 14, 199862Oct 8, 199810Oct 22, 199872
-34.41%Mar 2, 199984Jun 29, 199992Nov 8, 1999176
-26.05%Oct 3, 20008Oct 12, 200013Oct 31, 200021
-19.18%Feb 10, 202321Mar 13, 2023
-17.08%Nov 28, 202227Jan 5, 202317Jan 31, 202344
-14.02%Nov 16, 199815Dec 7, 19988Dec 17, 199823
-12.67%Feb 2, 19996Feb 9, 19993Feb 12, 19999
-12.44%Nov 30, 19994Dec 3, 19993Dec 8, 19997

Volatility Chart

Current Bel Fuse Inc. volatility is 73.10%. 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.


10.00%20.00%30.00%40.00%50.00%60.00%70.00%80.00%NovemberDecember2023FebruaryMarch
73.10%
22.09%
BELFB (Bel Fuse Inc.)
Benchmark (^GSPC)