Bel Fuse Inc. (BELFB) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$147,844
Total Return
1378.44%
CAGR
71.39%
Dividends
$795.99
Yield on Cost
7.96%
Rolling Returns
1-Month (21 Trading Days)
| Average | +5.61% |
| Median | +3.30% |
| Best | +65.41% |
| Worst | -26.69% |
| % of Windows Positive | 59.5% |
1-Year (252 Trading Days)
| Average | +89.88% |
| Median | +80.28% |
| Best | +302.61% |
| Worst | -16.81% |
| % of Windows Positive | 98.5% |
3-Year (756 Trading Days)
| Average | +447.11% |
| Median | +447.99% |
| Best | +672.72% |
| Worst | +199.74% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -42.96% |
| Average Drawdown | -13.54% |
| Drawdown Duration | 227 Trading Days |
| Sortino Ratio | 2.09 |
| Calmar Ratio | 1.66 |
| CVaR (5%) | -6.45% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +51.83% (+295.13% ann.) | +$5182.70 | $8.25 | $1.65 | $0.01 |
| 2025 | +106.19% | +$10618.98 | $33.99 | $6.80 | $0.05 |
| 2024 | +23.92% | +$2392.38 | $41.99 | $8.40 | $0.07 |
| 2023 | +103.91% | +$10390.75 | $85.25 | $17.05 | $0.14 |
| 2022 | +157.89% | +$15789.45 | $217.76 | $43.55 | $0.36 |
| 2021 | -12.66% | $1266.50 | $187.22 | $37.44 | $0.29 |
| 2020 | -25.18% | $2518.18 | $137.51 | $27.50 | $0.22 |
| 2019 | +12.70% | +$1270.15 | $152.66 | $30.53 | $0.25 |
| 2018 | -26.09% | $2609.01 | $111.62 | $22.32 | $0.18 |
| 2017 | -17.86% | $1785.60 | $90.89 | $18.18 | $0.15 |
| 2016 | +80.99% | +$8098.68 | $162.82 | $32.57 | $0.26 |
| 2015 | -36.10% | $3609.79 | $102.81 | $20.56 | $0.16 |
| 2014 | +29.57% | +$2957.41 | $131.89 | $26.38 | $0.21 |
| 2013 | +10.51% | +$1051.20 | $143.94 | $28.79 | $0.23 |
| 2012 | +5.57% | +$557.16 | $150.02 | $30.01 | $0.24 |
| 2011 | -20.69% | $2069.03 | $117.60 | $23.52 | $0.19 |
| 2010 | +12.41% | +$1240.63 | $130.80 | $26.16 | $0.22 |
| 2009 | +2.67% | +$267.00 | $132.73 | $26.55 | $0.21 |
| 2008 | -26.89% | $2689.30 | $95.96 | $19.19 | $0.15 |
| 2007 | -15.44% | $1543.99 | $63.36 | $12.67 | $0.10 |
| 2006 | +9.93% | +$992.52 | $63.00 | $12.60 | $0.10 |
| 2005 | -5.41% | $541.31 | $59.31 | $11.86 | $0.10 |
| 2004 | +4.03% | +$403.10 | $61.40 | $12.28 | $0.10 |
| 2003 | +63.74% | +$6373.90 | $99.94 | $19.99 | $0.17 |
| 2002 | -19.33% | $1933.48 | $80.03 | $16.00 | $0.13 |
| 2001 | -25.85% | $2585.11 | $58.95 | $11.79 | $0.09 |
| 2000 | +42.70% | +$4269.63 | $62.78 | $12.56 | $0.10 |
| 1999 | +40.73% | +$4072.99 | $116.82 | $23.36 | $0.18 |
| 1998 partial | +78.57% (+237.74% ann.) | +$7857.14 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | July 10, 1998 – March 10, 2000 | +125.71% | +62.95% | +$12571.37 | $208.60 | $41.72 | $0.32 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -13.27% | -5.38% | $1326.91 | $246.38 | $49.27 | $0.39 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +98.46% | +14.70% | +$9846.06 | $532.82 | $106.57 | $0.89 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -71.86% | -59.25% | $7186.31 | $120.98 | $24.20 | $0.19 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +58.56% | +14.63% | +$5855.71 | $914.58 | $182.93 | $1.48 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +7.03% | +0.90% | +$702.83 | $1309.40 | $261.89 | $2.10 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -50.56% | -99.97% | $5055.74 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +33.07% | +58.36% | +$3306.88 | $227.24 | $45.45 | $0.36 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -7.79% | -7.40% | $778.53 | $209.69 | $41.94 | $0.33 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +188.15% | +207.61% | +$18814.75 | $233.86 | $46.77 | $0.38 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +96.05% | +43.79% | +$9605.43 | $138.81 | $27.76 | $0.23 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +271.88% | +128.67% | +$27188.17 | $70.67 | $14.14 | $0.11 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1999-01-07 | $0.0500 | 0.30% |
| 1999-04-08 | $0.0500 | 0.30% |
| 1999-07-08 | $0.0500 | 0.37% |
| 1999-10-13 | $0.0500 | 0.32% |
| 2000-04-12 | $0.0500 | 0.27% |
| 2000-07-12 | $0.0500 | 0.19% |
| 2000-10-02 | $0.0500 | 0.13% |
| 2001-01-09 | $0.0500 | 0.16% |
| 2001-04-10 | $0.0500 | 0.23% |
| 2001-07-11 | $0.0500 | 0.17% |
| 2001-10-10 | $0.0500 | 0.25% |
| 2002-01-09 | $0.0500 | 0.20% |
| 2002-04-10 | $0.0500 | 0.19% |
| 2002-07-10 | $0.0500 | 0.19% |
| 2002-10-09 | $0.0500 | 0.25% |
| 2003-01-09 | $0.0500 | 0.25% |
| 2003-04-11 | $0.0500 | 0.24% |
| 2003-07-11 | $0.0500 | 0.20% |
| 2003-10-10 | $0.0500 | 0.18% |
| 2004-01-13 | $0.0500 | 0.14% |
| 2004-04-13 | $0.0500 | 0.14% |
| 2004-07-13 | $0.0500 | 0.13% |
| 2004-10-13 | $0.0500 | 0.16% |
| 2005-01-12 | $0.0500 | 0.15% |
| 2005-04-12 | $0.0500 | 0.17% |
| 2005-07-13 | $0.0500 | 0.16% |
| 2005-10-12 | $0.0500 | 0.14% |
| 2006-02-13 | $0.0500 | 0.12% |
| 2006-04-11 | $0.0500 | 0.15% |
| 2006-07-12 | $0.0500 | 0.16% |
| 2006-10-11 | $0.0500 | 0.15% |
| 2007-01-10 | $0.0500 | 0.15% |
| 2007-04-11 | $0.0500 | 0.13% |
| 2007-07-11 | $0.0500 | 0.15% |
| 2007-10-11 | $0.0700 | 0.20% |
| 2008-01-11 | $0.0700 | 0.26% |
| 2008-04-11 | $0.0700 | 0.24% |
| 2008-07-11 | $0.0700 | 0.29% |
| 2008-10-10 | $0.0700 | 0.38% |
| 2009-01-13 | $0.0700 | 0.38% |
| 2009-04-13 | $0.0700 | 0.44% |
| 2009-07-13 | $0.0700 | 0.44% |
| 2009-10-13 | $0.0700 | 0.34% |
| 2010-01-13 | $0.0700 | 0.34% |
| 2010-04-13 | $0.0700 | 0.31% |
| 2010-07-13 | $0.0700 | 0.42% |
| 2010-10-13 | $0.0700 | 0.33% |
| 2011-01-12 | $0.0700 | 0.29% |
| 2011-04-13 | $0.0700 | 0.36% |
| 2011-07-13 | $0.0700 | 0.34% |
| 2011-10-12 | $0.0700 | 0.39% |
| 2012-01-12 | $0.0700 | 0.37% |
| 2012-04-12 | $0.0700 | 0.42% |
| 2012-07-12 | $0.0700 | 0.36% |
| 2012-10-11 | $0.0700 | 0.41% |
| 2013-01-11 | $0.0700 | 0.37% |
| 2013-04-11 | $0.0700 | 0.45% |
| 2013-07-11 | $0.0700 | 0.49% |
| 2013-10-10 | $0.0700 | 0.40% |
| 2014-01-13 | $0.0700 | 0.33% |
| 2014-04-11 | $0.0700 | 0.31% |
| 2014-07-11 | $0.0700 | 0.29% |
| 2014-10-10 | $0.0700 | 0.31% |
| 2015-01-13 | $0.0700 | 0.28% |
| 2015-04-13 | $0.0700 | 0.40% |
| 2015-07-13 | $0.0700 | 0.31% |
| 2015-10-13 | $0.0700 | 0.34% |
| 2016-01-13 | $0.0700 | 0.44% |
| 2016-04-13 | $0.0700 | 0.51% |
| 2016-07-13 | $0.0700 | 0.36% |
| 2016-10-12 | $0.0700 | 0.28% |
| 2017-01-11 | $0.0700 | 0.22% |
| 2017-04-11 | $0.0700 | 0.31% |
| 2017-07-12 | $0.0700 | 0.28% |
| 2017-10-12 | $0.0700 | 0.22% |
| 2018-01-11 | $0.0700 | 0.29% |
| 2018-04-12 | $0.0700 | 0.37% |
| 2018-07-12 | $0.0700 | 0.33% |
| 2018-10-12 | $0.0700 | 0.30% |
| 2019-01-14 | $0.0700 | 0.38% |
| 2019-04-12 | $0.0700 | 0.27% |
| 2019-07-12 | $0.0700 | 0.44% |
| 2019-10-11 | $0.0700 | 0.51% |
| 2020-01-14 | $0.0700 | 0.33% |
| 2020-04-14 | $0.0700 | 0.78% |
| 2020-07-14 | $0.0700 | 0.71% |
| 2020-10-14 | $0.0700 | 0.65% |
| 2021-01-14 | $0.0700 | 0.43% |
| 2021-04-14 | $0.0700 | 0.38% |
| 2021-07-14 | $0.0700 | 0.51% |
| 2021-10-14 | $0.0700 | 0.57% |
| 2022-01-13 | $0.0700 | 0.50% |
| 2022-04-13 | $0.0700 | 0.44% |
| 2022-07-14 | $0.0700 | 0.41% |
| 2022-10-13 | $0.0700 | 0.26% |
| 2023-01-12 | $0.0700 | 0.20% |
| 2023-04-13 | $0.0700 | 0.20% |
| 2023-07-13 | $0.0700 | 0.13% |
| 2023-10-12 | $0.0700 | 0.14% |
| 2024-01-11 | $0.0700 | 0.11% |
| 2024-04-12 | $0.0700 | 0.12% |
| 2024-07-15 | $0.0700 | 0.10% |
| 2024-10-15 | $0.0700 | 0.08% |
| 2025-01-15 | $0.0700 | 0.09% |
| 2025-04-15 | $0.0700 | 0.10% |
| 2025-07-15 | $0.0700 | 0.07% |
| 2025-10-15 | $0.0700 | 0.05% |
| 2026-01-15 | $0.0700 | 0.04% |
| 2026-04-15 | $0.0700 | 0.03% |
| Total | 109 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-07-14 | $38.89 | $7.78 | $0.06 | 2.3433 |
| 2021-10-14 | $39.05 | $7.81 | $0.06 | 2.5811 |
| 2022-01-13 | $39.23 | $7.85 | $0.06 | 2.2831 |
| 2022-04-13 | $39.39 | $7.88 | $0.06 | 1.9523 |
| 2022-07-14 | $39.53 | $7.91 | $0.06 | 1.8478 |
| 2022-10-13 | $39.66 | $7.93 | $0.06 | 1.1654 |
| 2023-01-12 | $39.74 | $7.95 | $0.06 | 0.9165 |
| 2023-04-13 | $39.81 | $7.96 | $0.06 | 0.9026 |
| 2023-07-13 | $39.87 | $7.97 | $0.06 | 0.5543 |
| 2023-10-12 | $39.91 | $7.98 | $0.06 | 0.6567 |
| 2024-01-11 | $39.95 | $7.99 | $0.06 | 0.5101 |
| 2024-04-12 | $39.99 | $8.00 | $0.06 | 0.5454 |
| 2024-07-15 | $40.03 | $8.01 | $0.06 | 0.4580 |
| 2024-10-15 | $40.06 | $8.01 | $0.06 | 0.3822 |
| 2025-01-15 | $40.09 | $8.02 | $0.06 | 0.3994 |
| 2025-04-15 | $40.11 | $8.02 | $0.06 | 0.4617 |
| 2025-07-15 | $40.15 | $8.03 | $0.06 | 0.3263 |
| 2025-10-15 | $40.17 | $8.04 | $0.06 | 0.2127 |
| 2026-01-15 | $40.19 | $8.04 | $0.06 | 0.1632 |
| 2026-04-15 | $40.19 | $8.04 | $0.06 | 0.1360 |
| Total | $795.99 | $159.21 | $1.29 | 18.7980 |
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.