Bel Fuse B Inc

10-Year Study

BELFB.US · Technology · US · Common Stock

Executive Summary: Bel Fuse B Inc has compounded at 31.4% annually over the last 10 years, with a maximum drawdown of 76.0% and an annualized volatility of 52.9%.

1Y CAGR
+264.8%
3Y CAGR
+73.1%
5Y CAGR
+74.1%
10Y CAGR
+31.4%

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 →
76.0%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.91
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.63
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
52.1%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · +158.7%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2018 · -25.9%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
60%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
202618.614.2-13.822.0————————42.4%
2025-1.63.5-10.8-12.112.232.433.23.54.89.20.010.1106.3%
20240.2-22.316.0-2.516.1-4.314.0-8.715.7-3.96.32.924.0%
202320.1-9.95.88.321.116.7-6.4-2.5-8.813.7-0.123.4104.2%
2022-3.526.813.3-8.2-1.2-3.459.614.9-11.228.76.3-4.4158.7%
2021-2.621.712.10.6-17.3-12.6-4.83.5-12.012.6-13.57.4-12.3%
2020-15.2-33.9-14.9-22.825.614.514.5-1.5-11.110.425.22.5-24.8%
201925.85.93.4-6.0-27.1-0.6-3.5-33.336.6-1.612.623.713.1%
2018-18.1-15.89.22.8-0.38.38.027.3-7.5-16.72.3-18.2-25.9%
20173.1-17.9-2.1-5.0-0.82.92.51.022.43.9-17.0-6.2-17.7%
2016———14.78.5-1.715.712.15.1-0.922.95.5114.1%

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 52.9%. The dominant macroeconomic risk driver is QQQ.US, accounting for 34.3% of variance. Idiosyncratic stock-specific factors contribute 35.8%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0111469.19835807345
2016-05-0112446.74990106539
2016-06-0112240.267550223865
2016-07-0114156.184771053675
2016-08-0115869.577025443654
2016-09-0116677.892188433576
2016-10-0116524.407750265767
2016-11-0120300.373235666124
2016-12-0121408.984038549577
2017-01-0122080.57545024947
2017-02-0118122.72547391618
2017-03-0117740.876677038636
2017-04-0116854.965741466403
2017-05-0116715.68132968116
2017-06-0117203.215568815813
2017-07-0117634.880851691203
2017-08-0117809.471340001397
2017-09-0121790.444856564216
2017-10-0122642.29124797281
2017-11-0118792.764970164426
2017-12-0117620.44803799089
2018-01-0114425.8300807772
2018-02-0112144.359175312129
2018-03-0113267.55798344106
2018-04-0113633.26685962149
2018-05-0113598.03837886912
2018-06-0114725.349762944916
2018-07-0115904.805506196022
2018-08-0120252.108665119922
2018-09-0118732.317863322805
2018-10-0115598.534991813645
2018-11-0115960.13129204721
2018-12-0113060.22207910113
2019-01-0116426.48188526689
2019-02-0117401.47276776361
2019-03-0117992.20938443274
2019-04-0116913.93852862896
2019-05-0112332.218540733902
2019-06-0112253.691618880604
2019-07-0111820.319229008404
2019-08-017884.9720267239845
2019-09-0110773.70744841821
2019-10-0110598.573789699936
2019-11-0111938.730377969008
2019-12-0114770.277715270073
2020-01-0112520.155501928257
2020-02-018269.691867187077
2020-03-017040.807616801037
2020-04-015435.195890527884
2020-05-016826.798476019027
2020-06-017817.696491895121
2020-07-018952.45707013882
2020-08-018820.389065203728
2020-09-017837.095435040698
2020-10-018648.980003569406
2020-11-0110827.869297680663
2020-12-0111101.161608715558
2021-01-0110814.910803659417
2021-02-0113166.295500221147
2021-03-0114753.67221993746
2021-04-0114839.337952868327
2021-05-0112270.529901530965
2021-06-0110721.795876560645
2021-07-0110208.111862065754
2021-08-0110567.302693349266
2021-09-019302.569196030201
2021-10-0110477.75717178928
2021-11-019062.6430672057
2021-12-019732.60496768136
2022-01-019395.916910446718
2022-02-0111915.141263103986
2022-03-0113496.23272524113
2022-04-0112392.820839120684
2022-05-0112240.888316404524
2022-06-0111822.957485276202
2022-07-0118867.17931607086
2022-08-0121682.431541129637
2022-09-0119263.92650128421
2022-10-0124791.538956957625
2022-11-0126344.307962102223
2022-12-0125181.6129057289
2023-01-0130230.537040342046
2023-02-0127225.873534409842
2023-03-0128804.869910687266
2023-04-0131204.984752430686
2023-05-0137779.36418023946
2023-06-0144092.55623753618
2023-07-0141256.66353697051
2023-08-0140218.50969559178
2023-09-0136696.51517385333
2023-10-0141722.78134287244
2023-11-0141661.170299442085
2023-12-0151418.0627439417
2024-01-0151546.32855602027
2024-02-0140066.732364420786
2024-03-0146496.550867908714
2024-04-0145324.46672305294
2024-05-0152641.9032691099
2024-06-0150357.09574542379
2024-07-0157385.48803861166
2024-08-0152409.50393022589
2024-09-0160661.50396126419
2024-10-0158323.00016295112
2024-11-0162003.98842271073
2024-12-0163774.87914458419
2025-01-0162771.56580509494
2025-02-0164946.57531057708
2025-03-0157941.84972802683
2025-04-0150956.83347171247
2025-05-0157178.30732581689
2025-06-0175687.61493873813
2025-07-01100820.96327392085
2025-08-01104325.3435552831
2025-09-01109333.84029238088
2025-10-01119446.35416262523
2025-11-01119477.39247165814
2025-12-01131577.98763123385
2026-01-01156114.93485834892
2026-02-01178245.24919882364
2026-03-01153624.11055845677
2026-04-01187386.03120901974
Annual Return Matrix
YearAnnual Return
2017-0.1769601020644862
2018-0.2588030649991192
20190.13093618361247938
2020-0.24841212719793648
2021-0.12328048985069617
20221.587345627337017
20231.0418891727242752
20240.24032053603766745
20251.063163261084871
20260.4241442249002616
Total Factor Risk
0.5294810895395697
VTI.US Exposure
-0.12764404519948858
VEA.US Exposure
0.038790447027115246
VWO.US Exposure
-0.017862857521159653
QQQ.US Exposure
0.34263840513558513
VTV.US Exposure
0.1971889974559982
IJR.US Exposure
0.14708716868366212
QUAL.US Exposure
-0.10100458363522372
SHV.US Exposure
0.0026275696822025477
TLT.US Exposure
-0.02494109804945548
LQD.US Exposure
0.04916712767620327
HYG.US Exposure
0.00579083972051591
GLD.US Exposure
0.006876954201032403
USO.US Exposure
0.0003859818941108352
VNQ.US Exposure
0.007081138655484833
BTC-USD.CC Exposure
-0.00000444052013292122
CPER.US Exposure
-0.008129754938550119
VIX.INDX Exposure
0.00757245502005019
UUP.US Exposure
0.00018123846476319526
TIP.US Exposure
0.11585834003066822
Idiosyncratic Exposure
0.3583401162166185
Value Score
32.4
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
1.4
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
52.9%

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 →44.0x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.12%
Market Cap$2.6B
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
$54
Avg Yield on Cost
0.54%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$54.320.54%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 →
+10.8%
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 →
+44.8%
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 →
0.0% 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 B Inc a high-risk investment?

Bel Fuse B Inc (BELFB.US) has an annualized volatility of 52.9% and experienced a maximum drawdown of 76.0% over the last 10 years. Its primary macro risk driver is QQQ.US.

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

Over the past 10 years, BELFB.US has generated a Compound Annual Growth Rate (CAGR) of 31.4%. It has had a positive return in 60% 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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