Bel Fuse Inc. (BELFA) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$140,042
Total Return
1300.42%
CAGR
69.54%
Dividends
$747.54
Yield on Cost
7.48%
Rolling Returns
1-Month (21 Trading Days)
| Average | +5.19% |
| Median | +3.56% |
| Best | +42.95% |
| Worst | -29.10% |
| % of Windows Positive | 61.1% |
1-Year (252 Trading Days)
| Average | +75.41% |
| Median | +69.51% |
| Best | +270.61% |
| Worst | -23.10% |
| % of Windows Positive | 94.9% |
3-Year (756 Trading Days)
| Average | +401.79% |
| Median | +397.31% |
| Best | +706.60% |
| Worst | +170.20% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -43.44% |
| Average Drawdown | -12.31% |
| Drawdown Duration | 192 Trading Days |
| Sortino Ratio | 2.11 |
| Calmar Ratio | 1.60 |
| CVaR (5%) | -6.39% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +46.77% (+284.75% ann.) | +$4676.52 | $3.95 | $0.79 | $0.0063 |
| 2025 | +68.89% | +$6889.25 | $26.67 | $5.33 | $0.04 |
| 2024 | +39.70% | +$3970.39 | $37.17 | $7.43 | $0.06 |
| 2023 | +101.73% | +$10172.63 | $74.70 | $14.94 | $0.12 |
| 2022 | +116.51% | +$11651.35 | $160.62 | $32.12 | $0.26 |
| 2021 | +14.41% | +$1440.93 | $181.57 | $36.31 | $0.29 |
| 2020 | -16.43% | $1643.11 | $149.16 | $29.83 | $0.24 |
| 2019 | +19.29% | +$1929.08 | $175.28 | $35.06 | $0.28 |
| 2018 | -36.38% | $3638.24 | $110.38 | $22.07 | $0.18 |
| 2017 | -13.09% | $1309.38 | $95.12 | $19.02 | $0.15 |
| 2016 | +74.79% | +$7478.84 | $164.56 | $32.91 | $0.26 |
| 2015 | -38.31% | $3830.55 | $100.36 | $20.07 | $0.16 |
| 2014 | +24.63% | +$2463.32 | $123.91 | $24.78 | $0.20 |
| 2013 | +14.09% | +$1408.55 | $139.77 | $27.95 | $0.22 |
| 2012 | -17.77% | $1776.58 | $113.63 | $22.73 | $0.18 |
| 2011 | -15.12% | $1511.55 | $95.56 | $19.11 | $0.15 |
| 2010 | +30.87% | +$3087.12 | $123.93 | $24.79 | $0.20 |
| 2009 | +9.16% | +$915.52 | $133.72 | $26.74 | $0.22 |
| 2008 | -46.53% | $4653.06 | $70.76 | $14.15 | $0.11 |
| 2007 | +13.16% | +$1315.86 | $59.76 | $11.95 | $0.10 |
| 2006 | +18.85% | +$1884.73 | $62.85 | $12.57 | $0.10 |
| 2005 | -12.55% | $1255.43 | $54.71 | $10.94 | $0.09 |
| 2004 | -1.59% | $159.48 | $53.59 | $10.72 | $0.09 |
| 2003 | +65.66% | +$6566.09 | $44.23 | $8.85 | $0.07 |
| 2002 | -24.43% | $2442.59 | $0.00 | $0.00 | $0.00 |
| 2001 | -28.51% | $2850.75 | $0.00 | $0.00 | $0.00 |
| 2000 | +20.36% | +$2036.35 | $17.94 | $3.59 | $0.03 |
| 1999 | +39.38% | +$3937.50 | $0.00 | $0.00 | $0.00 |
| 1998 | +109.15% | +$10915.03 | $0.00 | $0.00 | $0.00 |
| 1997 | +35.40% | +$3539.82 | $0.00 | $0.00 | $0.00 |
| 1996 | +34.52% | +$3452.38 | $0.00 | $0.00 | $0.00 |
| 1995 | +27.27% | +$2727.27 | $0.00 | $0.00 | $0.00 |
| 1994 | -2.94% | $294.11 | $0.00 | $0.00 | $0.00 |
| 1993 | -52.11% | $5211.27 | $0.00 | $0.00 | $0.00 |
| 1992 | +102.86% | +$10285.71 | $0.00 | $0.00 | $0.00 |
| 1991 | +268.42% | +$26842.07 | $0.00 | $0.00 | $0.00 |
| 1990 | -42.42% | $4242.41 | $0.00 | $0.00 | $0.00 |
| 1989 | -28.26% | $2826.09 | $0.00 | $0.00 | $0.00 |
| 1988 | -25.81% | $2580.65 | $0.00 | $0.00 | $0.00 |
| 1987 | -4.62% | $461.54 | $0.00 | $0.00 | $0.00 |
| 1986 | +35.42% | +$3541.67 | $0.00 | $0.00 | $0.00 |
| 1985 | -41.46% | $4146.34 | $0.00 | $0.00 | $0.00 |
| 1984 | +28.13% | +$2812.50 | $0.00 | $0.00 | $0.00 |
| 1983 partial | +23.08% (+2257.08% ann.) | +$2307.69 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +243.93% | +30.91% | +$24392.53 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -30.56% | -13.21% | $3056.05 | $20.67 | $4.13 | $0.03 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +141.18% | +19.27% | +$14118.21 | $437.22 | $87.44 | $0.70 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -77.90% | -65.65% | $7789.68 | $97.29 | $19.46 | $0.15 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +93.44% | +21.59% | +$9344.00 | $947.68 | $189.53 | $1.52 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -5.06% | -0.68% | $506.41 | $1075.78 | $215.15 | $1.72 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -48.44% | -99.95% | $4844.44 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +70.81% | +136.65% | +$7080.65 | $247.43 | $49.48 | $0.39 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +11.06% | +10.47% | +$1106.12 | $193.83 | $38.77 | $0.31 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +151.67% | +166.44% | +$15166.99 | $178.07 | $35.61 | $0.28 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +165.63% | +69.40% | +$16562.76 | $123.04 | $24.61 | $0.20 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +145.67% | +77.35% | +$14567.27 | $39.65 | $7.93 | $0.06 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2000-07-12 | $0.0500 | 0.19% |
| 2003-07-11 | $0.0400 | 0.18% |
| 2003-10-10 | $0.0400 | 0.16% |
| 2004-01-13 | $0.0400 | 0.13% |
| 2004-04-13 | $0.0400 | 0.13% |
| 2004-07-13 | $0.0400 | 0.12% |
| 2004-10-13 | $0.0400 | 0.15% |
| 2005-01-12 | $0.0400 | 0.14% |
| 2005-04-12 | $0.0400 | 0.16% |
| 2005-07-13 | $0.0400 | 0.15% |
| 2005-10-12 | $0.0400 | 0.14% |
| 2006-02-13 | $0.0400 | 0.12% |
| 2006-04-11 | $0.0400 | 0.14% |
| 2006-07-12 | $0.0400 | 0.15% |
| 2006-10-11 | $0.0400 | 0.14% |
| 2007-01-10 | $0.0400 | 0.14% |
| 2007-04-11 | $0.0400 | 0.10% |
| 2007-07-11 | $0.0400 | 0.11% |
| 2007-10-11 | $0.0600 | 0.16% |
| 2008-01-11 | $0.0600 | 0.19% |
| 2008-04-11 | $0.0600 | 0.19% |
| 2008-07-11 | $0.0600 | 0.23% |
| 2008-10-10 | $0.0600 | 0.33% |
| 2009-01-13 | $0.0600 | 0.40% |
| 2009-04-13 | $0.0600 | 0.42% |
| 2009-07-13 | $0.0600 | 0.45% |
| 2009-10-13 | $0.0600 | 0.33% |
| 2010-01-13 | $0.0600 | 0.32% |
| 2010-04-13 | $0.0600 | 0.30% |
| 2010-07-13 | $0.0600 | 0.36% |
| 2010-10-13 | $0.0600 | 0.28% |
| 2011-01-12 | $0.0600 | 0.24% |
| 2011-04-13 | $0.0600 | 0.27% |
| 2011-07-13 | $0.0600 | 0.26% |
| 2011-10-12 | $0.0600 | 0.31% |
| 2012-01-12 | $0.0600 | 0.30% |
| 2012-04-12 | $0.0600 | 0.34% |
| 2012-07-12 | $0.0600 | 0.31% |
| 2012-10-11 | $0.0600 | 0.38% |
| 2013-01-11 | $0.0600 | 0.33% |
| 2013-04-11 | $0.0600 | 0.44% |
| 2013-07-11 | $0.0600 | 0.41% |
| 2013-10-10 | $0.0600 | 0.34% |
| 2014-01-13 | $0.0600 | 0.32% |
| 2014-04-11 | $0.0600 | 0.28% |
| 2014-07-11 | $0.0600 | 0.27% |
| 2014-10-10 | $0.0600 | 0.29% |
| 2015-01-13 | $0.0600 | 0.27% |
| 2015-04-13 | $0.0600 | 0.34% |
| 2015-07-13 | $0.0600 | 0.30% |
| 2015-10-13 | $0.0600 | 0.34% |
| 2016-01-13 | $0.0600 | 0.44% |
| 2016-04-13 | $0.0600 | 0.46% |
| 2016-07-13 | $0.0600 | 0.36% |
| 2016-10-12 | $0.0600 | 0.29% |
| 2017-01-11 | $0.0600 | 0.23% |
| 2017-04-11 | $0.0600 | 0.30% |
| 2017-07-12 | $0.0600 | 0.28% |
| 2017-10-12 | $0.0600 | 0.21% |
| 2018-01-11 | $0.0600 | 0.28% |
| 2018-04-12 | $0.0600 | 0.35% |
| 2018-07-12 | $0.0600 | 0.28% |
| 2018-10-12 | $0.0600 | 0.30% |
| 2019-01-14 | $0.0600 | 0.37% |
| 2019-04-12 | $0.0600 | 0.29% |
| 2019-07-12 | $0.0600 | 0.41% |
| 2019-10-11 | $0.0600 | 0.47% |
| 2020-01-14 | $0.0600 | 0.36% |
| 2020-04-14 | $0.0600 | 0.68% |
| 2020-07-14 | $0.0600 | 0.62% |
| 2020-10-14 | $0.0600 | 0.56% |
| 2021-01-14 | $0.0600 | 0.41% |
| 2021-04-14 | $0.0600 | 0.35% |
| 2021-07-14 | $0.0600 | 0.41% |
| 2021-10-14 | $0.0600 | 0.45% |
| 2022-01-13 | $0.0600 | 0.38% |
| 2022-04-13 | $0.0600 | 0.26% |
| 2022-07-14 | $0.0600 | 0.26% |
| 2022-10-13 | $0.0600 | 0.21% |
| 2023-01-12 | $0.0600 | 0.18% |
| 2023-04-13 | $0.0600 | 0.17% |
| 2023-07-13 | $0.0600 | 0.11% |
| 2023-10-12 | $0.0600 | 0.12% |
| 2024-01-11 | $0.0600 | 0.10% |
| 2024-04-12 | $0.0600 | 0.09% |
| 2024-07-15 | $0.0600 | 0.07% |
| 2024-10-15 | $0.0600 | 0.06% |
| 2025-01-15 | $0.0600 | 0.07% |
| 2025-04-15 | $0.0600 | 0.09% |
| 2025-07-15 | $0.0600 | 0.07% |
| 2025-10-15 | $0.0600 | 0.05% |
| 2026-01-15 | $0.0600 | 0.03% |
| Total | 92 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-04-14 | $36.68 | $7.34 | $0.06 | 1.7955 |
| 2021-07-14 | $36.79 | $7.36 | $0.06 | 2.0186 |
| 2021-10-14 | $36.91 | $7.38 | $0.06 | 2.1353 |
| 2022-01-13 | $37.04 | $7.41 | $0.06 | 1.8846 |
| 2022-04-13 | $37.15 | $7.43 | $0.06 | 1.2975 |
| 2022-07-14 | $37.23 | $7.45 | $0.06 | 1.3025 |
| 2022-10-13 | $37.30 | $7.46 | $0.06 | 1.0193 |
| 2023-01-12 | $37.37 | $7.47 | $0.06 | 0.8919 |
| 2023-04-13 | $37.42 | $7.48 | $0.06 | 0.8215 |
| 2023-07-13 | $37.47 | $7.49 | $0.06 | 0.5156 |
| 2023-10-12 | $37.50 | $7.50 | $0.06 | 0.6199 |
| 2024-01-11 | $37.54 | $7.51 | $0.06 | 0.4784 |
| 2024-04-12 | $37.57 | $7.51 | $0.06 | 0.4316 |
| 2024-07-15 | $37.59 | $7.52 | $0.06 | 0.3579 |
| 2024-10-15 | $37.61 | $7.52 | $0.06 | 0.2919 |
| 2025-01-15 | $37.63 | $7.53 | $0.06 | 0.3454 |
| 2025-04-15 | $37.65 | $7.53 | $0.06 | 0.4625 |
| 2025-07-15 | $37.68 | $7.54 | $0.06 | 0.3374 |
| 2025-10-15 | $37.70 | $7.54 | $0.06 | 0.2526 |
| 2026-01-15 | $37.71 | $7.54 | $0.06 | 0.1682 |
| Total | $747.54 | $149.51 | $1.20 | 17.4282 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.