Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BELFA (Bel Fuse Inc.) | 52.95% | 251.94% | 67.91% | 74.61% | 32.50% | 18.22% | 12.60% | … | … |
Data as of 06/05/2026, Common starting date is 12/07/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BELFA (Bel Fuse Inc.) | 12/07/1983 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.27 | 251.94 | 67.91 | 74.61 | 32.50 | 18.22 | 12.60 | … | … | 52.95 | 68.98 | 39.79 | 101.97 | 116.99 | 14.79 | -16.03 | 19.66 | -36.05 | -12.92 | 75.33 | -38.15 | 25.29 | 14.44 | -17.55 | -14.93 | 31.20 | 9.51 | -46.43 | 13.28 | 18.98 | -12.45 | -1.49 | 65.78 | -24.43 | -28.51 | 20.41 | 39.37 | 109.15 | 35.40 | 34.52 | 27.27 | -2.94 | -52.11 | 102.86 | 268.42 | -42.42 | -28.26 | -25.81 | -4.62 | 35.42 | -41.46 | 28.12 | 23.08 |
| Sharpe Ratio | NA | 5.01 | 1.43 | 1.39 | 0.52 | NA | NA | … | … | 3.86 | 1.28 | 0.83 | 1.90 | 2.41 | 0.27 | -0.16 | 0.23 | -0.68 | -0.27 | 1.59 | -0.74 | 0.62 | 0.35 | -0.42 | -0.26 | 0.65 | 0.13 | -0.64 | 0.26 | 0.56 | -0.38 | -0.07 | 1.56 | -0.51 | -0.53 | 0.23 | 0.59 | 1.69 | 0.70 | 0.45 | 0.43 | -0.10 | -0.78 | 1.65 | 3.41 | -0.53 | -0.55 | -0.60 | -0.12 | 0.47 | -0.83 | 0.44 | 57.56 |
| Standard Deviation(%) | NA | 53.62 | 49.42 | 49.63 | 60.51 | NA | NA | … | … | 57.09 | 51.82 | 43.33 | 52.41 | 48.20 | 54.24 | 99.18 | 79.57 | 55.02 | 51.38 | 47.24 | 51.50 | 40.50 | 40.61 | 42.51 | 57.10 | 48.02 | 73.07 | 74.07 | 39.74 | 27.80 | 38.48 | 36.16 | 41.71 | 50.00 | 58.96 | 69.21 | 60.96 | 62.53 | 45.21 | 67.52 | 53.94 | 61.30 | 69.48 | 60.21 | 77.04 | 90.09 | 62.15 | 50.82 | 73.06 | 65.64 | 56.53 | 47.77 | 43.88 |
| Draw Down(%) | NA | 21.82 | 43.43 | 43.43 | 77.98 | NA | NA | … | … | 21.82 | 34.06 | 25.36 | 42.29 | 15.34 | 38.67 | 63.54 | 60.53 | 48.04 | 28.80 | 22.60 | 40.34 | 24.92 | 29.53 | 36.98 | 44.40 | 27.59 | 55.78 | 61.01 | 19.19 | 20.63 | 24.88 | 28.34 | 19.01 | 43.92 | 53.87 | 41.70 | 42.97 | 64.71 | 31.71 | 61.49 | 27.19 | 37.50 | 55.56 | 22.86 | 22.86 | 70.21 | 44.23 | 37.84 | 58.46 | 35.14 | 60.78 | 47.83 | 3.45 |
| Yield(%) | 0.00 | 0.36 | 0.49 | 1.63 | 1.58 | 1.10 | 0.88 | … | … | 0.08 | 0.27 | 0.38 | 0.75 | 1.57 | 1.78 | 1.48 | 1.45 | 1.37 | 0.94 | 1.56 | 1.08 | 1.54 | 1.37 | 1.12 | 0.93 | 1.24 | 1.33 | 0.72 | 0.60 | 0.62 | 0.54 | 0.55 | 0.44 | 0.00 | 0.00 | 0.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/07/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BELFA (Bel Fuse Inc.) |
-44.97%
Aug 1987 – Aug 1990 |
-22.66%
Feb 2004 – Feb 2009 |
-9.10%
Feb 1999 – Feb 2009 |
-6.42%
Aug 2004 – Aug 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BELFA (Bel Fuse Inc.) |
93.88%
Nov 2021 – Nov 2024 |
71.58%
May 2021 – May 2026 |
45.58%
Oct 1990 – Oct 2000 |
25.00%
Jan 1991 – Jan 2006 |
Annualized Rolling Returns Comparison Chart