Bel Fuse Inc. (BELFB)

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The chart shows the growth of an initial investment of $10,000 in Bel Fuse Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Bel Fuse Inc. (BELFB) has returned 16.76% so far this year and 165.14% over the past 12 months. Looking at the last ten years, BELFB has achieved an annualized return of 31.01%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Jul 10, 1998, BELFB's average daily return is +0.11%, while the average monthly return is +1.97%. At this rate, your investment would double in approximately 3.0 years.

Historically, 53% of months were positive and 47% were negative. The best month was Jul 2022 with a return of +59.6%, while the worst month was Feb 2009 at -38.5%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, BELFB closed higher 49% of trading days. The best single day was May 1, 2020 with a return of +33.9%, while the worst single day was Feb 22, 2024 at -28.7%.

Bel Fuse Inc. has an annualized alpha of 17.92%, beta of 1.32, and R² of 0.21 versus S&P 500 Index. Calculated based on daily prices since July 13, 1998.

• This stock captured 206.02% of S&P 500 Index gains and 146.36% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.21 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.

BELFB ranks 96 for risk / return — in the top 96% 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. (BELFB) and compare them to a chosen benchmark (S&P 500 Index).

Bel Fuse Inc. provided a 0.14% dividend yield over the last twelve months, with an annual payout of $0.28 per share. The company has been increasing its dividends for 26 consecutive years, earning it the status of a dividend aristocrat.

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 81.89%, occurring on Apr 23, 2020. Recovery took 635 trading sessions.

The current Bel Fuse Inc. drawdown is 16.95%.

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.