Bel Fuse A Inc

10-Year Study

BELFA.US · Technology · US · Common Stock

Executive Summary: Bel Fuse A Inc has compounded at 32.4% annually over the last 10 years, with a maximum drawdown of 72.7% and an annualized volatility of 43.0%.

1Y CAGR
+291.5%
3Y CAGR
+72.8%
5Y CAGR
+69.7%
10Y CAGR
+32.4%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
72.7%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.89
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.67
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
52.2%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · +117.0%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2018 · -36.2%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
70%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
202621.115.3-15.023.0————————46.1%
2025-8.2-1.3-11.6-14.73.441.527.6-0.11.717.6-3.815.469.0%
202410.0-16.219.0-1.122.7-5.816.0-8.115.42.0-4.6-6.839.8%
202325.6-7.6-2.517.46.428.0-7.7-5.1-7.410.34.319.7102.0%
20227.114.714.44.3-1.4-0.138.39.2-13.75.013.9-3.5117.0%
20213.422.111.61.9-10.0-16.69.31.9-7.82.9-8.910.914.8%
2020-11.7-27.7-26.5-1.346.3-7.721.5-10.37.9-1.922.9-5.4-16.2%
201947.06.20.1-3.4-28.83.81.6-34.736.8-1.50.319.619.7%
2018-11.6-18.18.13.89.38.60.820.4-14.7-15.8-3.3-21.4-36.2%
2017-0.0-14.95.5-7.32.3-3.56.6-0.824.64.2-19.0-4.7-12.9%
2016———15.2-2.32.511.411.44.0-3.422.66.487.5%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 43.0%. The dominant macroeconomic risk driver is QQQ.US, accounting for 13.7% of variance. Idiosyncratic stock-specific factors contribute 54.2%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0111517.950647990574
2016-05-0111253.109045686606
2016-06-0111532.677706506087
2016-07-0112852.222149496007
2016-08-0114314.782694069903
2016-09-0114883.492603743944
2016-10-0114371.236418379369
2016-11-0117615.85286032203
2016-12-0118749.26364707422
2017-01-0118748.200026181436
2017-02-0115963.80416284854
2017-03-0116835.318758999867
2017-04-0115609.454771566958
2017-05-0115968.385914386698
2017-06-0115415.875769079721
2017-07-0116429.34284592224
2017-08-0116302.36287472182
2017-09-0120306.241000130907
2017-10-0121149.037832176986
2017-11-0117130.269014268884
2017-12-0116329.526115983768
2018-01-0114431.37190731771
2018-02-0111819.773530566828
2018-03-0112772.859667495744
2018-04-0113260.652572326218
2018-05-0114488.071082602433
2018-06-0115730.543919361173
2018-07-0115860.878387223458
2018-08-0119089.70414975782
2018-09-0116276.263254352663
2018-10-0113703.691582667887
2018-11-0113256.725356722083
2018-12-0110415.957586071476
2019-01-0115316.549941091766
2019-02-0116270.945149888728
2019-03-0116293.772090587772
2019-04-0115737.743814635422
2019-05-0111207.782432255532
2019-06-0111628.321769865166
2019-07-0111814.209975127635
2019-08-017710.351485796569
2019-09-0110549.073831653357
2019-10-0110394.439717240475
2019-11-0110425.202906139548
2019-12-0112464.0823406205
2020-01-0111003.567220840425
2020-02-017953.429768294279
2020-03-015845.414975782171
2020-04-015771.943317188114
2020-05-018443.10446393507
2020-06-017790.041235763843
2020-07-019465.48959287865
2020-08-018487.531090456865
2020-09-019160.312213640527
2020-10-018982.523890561592
2020-11-0111043.248461840556
2020-12-0110445.493520094253
2021-01-0110802.133787144914
2021-02-0113189.308155517738
2021-03-0114713.55871187328
2021-04-0114987.727451237071
2021-05-0113481.803901034169
2021-06-0111246.727320329886
2021-07-0112288.093991360125
2021-08-0112518.899725094907
2021-09-0111539.95941877209
2021-10-0111873.036392197931
2021-11-0110816.94266265218
2021-12-0111992.243749181831
2022-01-0112840.931404634113
2022-02-0114726.976698520748
2022-03-0116853.727582144256
2022-04-0117573.471658594055
2022-05-0117324.093467731378
2022-06-0117299.957455164287
2022-07-0123928.033774054195
2022-08-0126138.48344024087
2022-09-0122548.435659117684
2022-10-0123669.98298206571
2022-11-0126960.17148841471
2022-12-0126021.730593009557
2023-01-0132677.70650608718
2023-02-0130183.351878518133
2023-03-0129413.94488807435
2023-04-0134541.5793952088
2023-05-0136754.64720513156
2023-06-0147050.49744730985
2023-07-0143406.04136667102
2023-08-0141180.94645896059
2023-09-0138151.83597329493
2023-10-0142092.55138107082
2023-11-0143905.69773530567
2023-12-0152555.226469433175
2024-01-0157784.80494829166
2024-02-0148425.268359732945
2024-03-0157630.17083387877
2024-04-0157019.57062442727
2024-05-0169979.21848409477
2024-06-0165906.45045162979
2024-07-0176420.9156957717
2024-08-0170233.91477942138
2024-09-0181051.02107605708
2024-10-0182664.04306846447
2024-11-0178838.77143605184
2024-12-0173471.90404503206
2025-01-0167426.36470742243
2025-02-0166528.50503992669
2025-03-0158815.45359340228
2025-04-0150159.70676790156
2025-05-0151883.42715015055
2025-06-0173401.45961513287
2025-07-0193624.65636863463
2025-08-0193542.92119387354
2025-09-0195112.41654666842
2025-10-01111830.08247152768
2025-11-01107585.25330540646
2025-12-01124155.6486451106
2026-01-01150338.72234585678
2026-02-01173411.1140201597
2026-03-01147434.2191386307
2026-04-01181412.81581358815
Annual Return Matrix
YearAnnual Return
2017-0.12905773670039844
2018-0.3621396290320964
20190.1966333616112106
2020-0.16195246191110735
20210.14807823355708916
20221.1698800605837323
20231.0196668427407185
20240.3979942430228953
20250.6898384526555035
20260.46117247014787677
Total Factor Risk
0.4301180761814652
VTI.US Exposure
-0.06670190561240016
VEA.US Exposure
0.043674051199517706
VWO.US Exposure
-0.026046536627020948
QQQ.US Exposure
0.13732279932821911
VTV.US Exposure
0.09866638769687855
IJR.US Exposure
0.11202234652535162
QUAL.US Exposure
-0.08079888662135025
SHV.US Exposure
0.12351382510358595
TLT.US Exposure
0.05459157457890942
LQD.US Exposure
-0.012410659965244484
HYG.US Exposure
-0.01775928150072838
GLD.US Exposure
0.00518142311906628
USO.US Exposure
0.000819847056437921
VNQ.US Exposure
0.07872987184066745
BTC-USD.CC Exposure
-0.0051578857798757205
CPER.US Exposure
-0.0046049444094451355
VIX.INDX Exposure
0.00439860652534608
UUP.US Exposure
0.00006935562857959165
TIP.US Exposure
0.012150355802318399
Idiosyncratic Exposure
0.5423396561111871
Value Score
33.9
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
1.6
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
43.0%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →40.4x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.13%
Market Cap$2.4B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$49
Avg Yield on Cost
0.49%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$49.090.49%Solid

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+10.1%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+49.8%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
0.6% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
1.25
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Bel Fuse A Inc a high-risk investment?

Bel Fuse A Inc (BELFA.US) has an annualized volatility of 43.0% and experienced a maximum drawdown of 72.7% over the last 10 years. Its primary macro risk driver is QQQ.US.

What is the 10-year return of BELFA.US?

Over the past 10 years, BELFA.US has generated a Compound Annual Growth Rate (CAGR) of 32.4%. It has had a positive return in 70% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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