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Performance analysis of Bel Fuse (BELFB)

Annual Return

Over the past 3 years, BELFB has had an average annual return of +66.96%, outperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, BELFB has had an average annual return of +83.42%, outperforming the benchmark SPY, which returned +12.78% annual.

Over the past 10 years, BELFB has had an average annual return of +31.82%, outperforming the benchmark SPY, which returned +14.91% annual.

Since Nov 1, 1999, BELFB has had an average annual return of +12.17%, outperforming the benchmark SPY, which returned +8.46% annual.

202620252024202320222021202020192018201720162015
+57.02%+106.32%+24.03%+104.18%+158.74%-12.33%-24.80%+13.06%-25.90%-17.69%+81.56%-35.93%
201420132012201120102009200820072006200520042003
+29.90%+10.89%+5.90%-20.47%+12.70%+3%-26.72%-15.33%+10.06%-5.29%+4.15%+64.04%
2002200120001999
-19.20%-25.73%+43.20%+43.44%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+18.65%+14.18%-13.81%+39.37%-0.48%+21.32%-20.08%+57.02%
2025-1.58%+3.46%-10.78%-12.05%+12.21%+32.37%+33.21%+3.48%+4.80%+9.25%+0.03%+10.13%+106.32%
2024+0.25%-22.27%+16.05%-2.52%+16.15%-4.34%+13.96%-8.67%+15.75%-3.86%+6.31%+2.86%+24.03%
2023+20.05%-9.94%+5.80%+8.33%+21.07%+16.71%-6.44%-2.52%-8.76%+13.70%-0.15%+23.42%+104.18%
2022-3.45%+26.82%+13.27%-8.18%-1.22%-3.42%+59.58%+14.92%-11.15%+28.69%+6.26%-4.41%+158.74%
2021-2.58%+21.74%+12.05%+0.57%-17.31%-12.62%-4.77%+3.52%-11.97%+12.64%-13.51%+7.39%-12.33%
2020-15.23%-33.95%-14.86%-22.78%+25.60%+14.52%+14.53%-1.48%-11.15%+10.37%+25.18%+2.53%-24.80%
2019+25.78%+5.94%+3.40%-5.99%-27.09%-0.64%-3.53%-33.29%+36.63%-1.67%+12.64%+23.72%+13.06%
2018-18.15%-15.81%+9.25%+2.75%-0.26%+8.29%+8.01%+27.33%-7.50%-16.72%+2.31%-18.17%-25.90%
2017+3.13%-17.92%-2.11%-5.00%-0.83%+2.92%+2.51%+0.99%+22.35%+3.91%-17.00%-6.22%-17.69%

Drawdown analysis of Bel Fuse (BELFB)

The maximum drawdown for the BELFB was -81.91%, occurring on Apr 23, 2020. Recovery took 635 trading sessions.

The current BELFB drawdown is -20.08%.

Since Nov 1, 1999 BELFB has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 2 times
  • 30% or more: 5 times
  • 20% or more: 8 times
  • 10% or more: 17 times
DepthStartTo BottomBottomTo RecoverEndTotal
-81.91%Nov 6, 20004894Apr 23, 2020635Oct 28, 20225529
-49.33%Dec 13, 199987Apr 17, 200091Aug 25, 2000178
-36.48%Jul 18, 202370Oct 25, 202334Dec 13, 2023104
-33.37%Dec 17, 202473Apr 4, 202553Jun 23, 2025126
-32.52%Feb 15, 20244Feb 22, 2024107Jul 26, 2024111
-26.06%Oct 2, 20008Oct 12, 200013Oct 31, 200021
-24.47%Jun 30, 20264Jul 7, 2026OngoingOngoingOngoing
-23.47%Feb 9, 202352Apr 26, 20232Apr 28, 202354
-19.54%Feb 11, 202617Mar 9, 202627Apr 16, 202644
-19.54%Nov 10, 20258Nov 20, 202511Dec 8, 202519
-18.63%Jul 26, 20246Aug 5, 202432Sep 19, 202438
-17.51%May 11, 20266May 19, 202622Jun 22, 202628
-17.08%Nov 25, 202227Jan 5, 202317Jan 31, 202344
-14.36%Oct 16, 202423Nov 18, 202418Dec 13, 202441
-12.42%Nov 29, 19994Dec 3, 19993Dec 8, 19997
-11.22%Dec 27, 20239Jan 10, 202413Jan 30, 202422
-10.99%Sep 13, 20006Sep 21, 20002Sep 25, 20008
-9.80%Jun 20, 202311Jul 6, 20237Jul 17, 202318
-9.70%Apr 24, 20262Apr 28, 20263May 1, 20265
-8.77%Sep 18, 202516Oct 10, 20259Oct 23, 202525
-6.38%Dec 11, 20254Dec 17, 20252Dec 19, 20256
-6.26%Feb 12, 20241Feb 13, 20242Feb 15, 20243
-6.11%Oct 28, 20221Oct 31, 20221Nov 1, 20222
-5.81%Nov 9, 19993Nov 12, 19996Nov 22, 19999
-5.16%Sep 25, 20001Sep 26, 20004Oct 2, 20005