Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BELFB (Bel Fuse Inc.) | 63.13% | 275.86% | 75.38% | 81.45% | 32.94% | 20.99% | 13.03% | … | … |
Data as of 06/04/2026, Common starting date is 07/10/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BELFB (Bel Fuse Inc.) | 07/10/1998 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 275.86 | 75.38 | 81.45 | 32.94 | 20.99 | 13.03 | … | … | 63.13 | 106.32 | 24.03 | 104.19 | 158.73 | -12.33 | -24.80 | 13.06 | -25.69 | -17.69 | 81.56 | -35.93 | 30.29 | 10.90 | 5.90 | -20.47 | 12.71 | 3.00 | -26.72 | -15.33 | 10.06 | -5.29 | 4.15 | 64.03 | -19.20 | -25.73 | 43.21 | 39.27 | 78.57 |
| Sharpe Ratio | NA | 5.66 | 1.49 | 1.45 | 0.54 | NA | NA | … | … | 4.27 | 2.18 | 0.39 | 1.97 | 2.99 | -0.21 | -0.25 | 0.19 | -0.58 | -0.48 | 1.95 | -0.76 | 0.90 | 0.34 | 0.12 | -0.33 | 0.25 | 0.04 | -0.37 | -0.44 | 0.22 | -0.20 | 0.08 | 1.63 | -0.37 | -0.45 | 0.56 | 0.65 | 3.13 |
| Standard Deviation(%) | NA | 47.95 | 49.94 | 51.34 | 57.56 | NA | NA | … | … | 52.21 | 47.68 | 52.63 | 51.53 | 52.88 | 58.13 | 99.19 | 62.33 | 46.62 | 38.34 | 41.72 | 47.62 | 33.74 | 32.27 | 47.31 | 62.06 | 51.37 | 79.40 | 74.74 | 42.55 | 30.07 | 38.71 | 41.69 | 38.91 | 54.61 | 63.32 | 69.18 | 55.48 | 73.86 |
| Draw Down(%) | NA | 19.54 | 36.49 | 36.49 | 79.74 | NA | NA | … | … | 19.54 | 29.34 | 32.52 | 36.49 | 24.66 | 50.15 | 69.48 | 64.35 | 39.85 | 32.94 | 28.74 | 39.34 | 18.71 | 32.29 | 29.22 | 47.85 | 34.15 | 58.33 | 57.89 | 31.58 | 25.49 | 25.07 | 27.32 | 15.89 | 38.68 | 51.25 | 33.35 | 34.60 | 45.00 |
| Yield(%) | 0.00 | 0.38 | 0.54 | 1.91 | 1.58 | 1.49 | 0.91 | … | … | 0.08 | 0.35 | 0.43 | 0.85 | 2.16 | 1.78 | 1.38 | 1.47 | 1.40 | 0.87 | 1.48 | 1.08 | 1.64 | 1.40 | 1.42 | 1.14 | 1.27 | 1.30 | 0.98 | 0.63 | 0.62 | 0.58 | 0.61 | 0.98 | 0.80 | 0.63 | 0.87 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/10/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BELFB (Bel Fuse Inc.) |
-33.76%
Feb 2006 – Feb 2009 |
-23.39%
Feb 2004 – Feb 2009 |
-9.46%
Apr 2010 – Apr 2020 |
-6.95%
Apr 2005 – Apr 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BELFB (Bel Fuse Inc.) |
90.02%
Apr 2023 – Apr 2026 |
76.99%
May 2021 – May 2026 |
34.04%
Apr 2016 – Apr 2026 |
20.86%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart