Performance analysis of Bel Fuse (BELFA)
Annual Return
Over the past 3 years, BELFA has had an average annual return of +54.02%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, BELFA has had an average annual return of +75.84%, outperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, BELFA has had an average annual return of +31.49%, outperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, BELFA has had an average annual return of +8.01%, underperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +49.70% | +68.99% | +39.79% | +102.03% | +117.06% | +14.78% | -16.03% | +19.68% | -36.24% | -12.91% | +75.34% | -38.15% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +24.91% | +14.45% | -17.55% | -14.94% | +31.20% | +9.51% | -46.43% | +13.28% | +18.98% | -12.44% | -1.49% | +65.78% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -24.43% | -28.51% | +20.38% | -24.65% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +21.09% | +15.35% | -14.98% | +35.14% | +0.61% | +18.90% | -22.02% | +49.70% | |||||
| 2025 | -8.23% | -1.33% | -11.59% | -14.72% | +3.44% | +41.47% | +27.55% | -0.09% | +1.68% | +17.57% | -3.79% | +15.40% | +68.99% |
| 2024 | +9.95% | -16.20% | +19.01% | -1.06% | +22.72% | -5.82% | +15.96% | -8.10% | +15.40% | +1.99% | -4.63% | -6.81% | +39.79% |
| 2023 | +25.62% | -7.63% | -2.55% | +17.43% | +6.41% | +28.02% | -7.75% | -5.13% | -7.36% | +10.33% | +4.31% | +19.70% | +102.03% |
| 2022 | +7.07% | +14.70% | +14.44% | +4.27% | -1.41% | -0.15% | +38.32% | +9.24% | -13.73% | +5.01% | +13.90% | -3.49% | +117.06% |
| 2021 | +3.40% | +22.10% | +11.56% | +1.87% | -10.05% | -16.58% | +9.26% | +1.89% | -7.83% | +2.87% | -8.90% | +10.86% | +14.78% |
| 2020 | -11.72% | -27.71% | -26.51% | -1.18% | +46.37% | -7.74% | +21.59% | -10.33% | +7.92% | -1.94% | +22.93% | -5.40% | -16.03% |
| 2019 | +47.04% | +6.24% | +0.15% | -3.41% | -28.78% | +3.72% | +1.61% | -34.74% | +36.86% | -1.48% | +0.27% | +19.57% | +19.68% |
| 2018 | -11.63% | -18.10% | +8.07% | +3.81% | +9.27% | +8.56% | +0.81% | +20.37% | -14.75% | -15.80% | -3.25% | -21.44% | -36.24% |
| 2017 | -0% | -14.86% | +5.47% | -7.30% | +2.31% | -3.46% | +6.57% | -0.78% | +24.57% | +4.15% | -19.01% | -4.67% | -12.91% |
Drawdown analysis of Bel Fuse (BELFA)
The maximum drawdown for the BELFA was -86.62%, occurring on Mar 19, 2020. Recovery took 784 trading sessions.
The current BELFA drawdown is -22.02%.
Since Nov 1, 1999 BELFA has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 7 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -86.62% | Nov 29, 1999 | 5108 | Mar 19, 2020 | 784 | May 1, 2023 | 5892 |
| -43.43% | Oct 16, 2024 | 116 | Apr 4, 2025 | 76 | Jul 25, 2025 | 192 |
| -42.29% | Jul 18, 2023 | 70 | Oct 25, 2023 | 60 | Jan 23, 2024 | 130 |
| -25.37% | Feb 15, 2024 | 8 | Feb 28, 2024 | 63 | May 29, 2024 | 71 |
| -25.21% | Jun 30, 2026 | 4 | Jul 7, 2026 | Ongoing | Ongoing | Ongoing |
| -21.82% | Feb 11, 2026 | 17 | Mar 9, 2026 | 22 | Apr 9, 2026 | 39 |
| -20.05% | Nov 10, 2025 | 8 | Nov 20, 2025 | 10 | Dec 5, 2025 | 18 |
| -17.17% | May 11, 2026 | 6 | May 19, 2026 | 27 | Jun 29, 2026 | 33 |
| -14.67% | Jul 31, 2024 | 8 | Aug 12, 2024 | 27 | Sep 19, 2024 | 35 |
| -11.44% | Sep 18, 2025 | 16 | Oct 10, 2025 | 4 | Oct 16, 2025 | 20 |
| -10.34% | Apr 24, 2026 | 2 | Apr 28, 2026 | 3 | May 1, 2026 | 5 |
| -9.91% | May 31, 2024 | 16 | Jun 25, 2024 | 14 | Jul 16, 2024 | 30 |
| -8.71% | Aug 5, 2025 | 10 | Aug 19, 2025 | 6 | Aug 27, 2025 | 16 |
| -8.63% | Jun 20, 2023 | 4 | Jun 26, 2023 | 13 | Jul 14, 2023 | 17 |
| -8.49% | Dec 11, 2025 | 4 | Dec 17, 2025 | 4 | Dec 23, 2025 | 8 |
| -7.36% | Jul 16, 2024 | 3 | Jul 19, 2024 | 4 | Jul 25, 2024 | 7 |
| -6.63% | Nov 8, 1999 | 4 | Nov 12, 1999 | 6 | Nov 22, 1999 | 10 |
| -5.37% | Oct 27, 2025 | 3 | Oct 30, 2025 | 5 | Nov 6, 2025 | 8 |
| -5.26% | Sep 11, 2025 | 1 | Sep 12, 2025 | 4 | Sep 18, 2025 | 5 |
| -4.92% | May 2, 2023 | 2 | May 4, 2023 | 4 | May 10, 2023 | 6 |
| -4.51% | Jan 29, 2026 | 1 | Jan 30, 2026 | 1 | Feb 2, 2026 | 2 |
| -4.48% | Feb 3, 2026 | 2 | Feb 5, 2026 | 1 | Feb 6, 2026 | 3 |
| -4.09% | Feb 1, 2024 | 3 | Feb 6, 2024 | 2 | Feb 8, 2024 | 5 |
| -4.05% | Jul 29, 2025 | 1 | Jul 30, 2025 | 3 | Aug 4, 2025 | 4 |
| -3.92% | Sep 19, 2024 | 6 | Sep 27, 2024 | 2 | Oct 1, 2024 | 8 |