BELFA vs SPY
Comparison between Bel Fuse Inc - Class A (BELFA, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceBELFA has outperformed SPY, delivering a return of +72.5% compared to +13.9%
BELFA vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BELFA vs SPY - Historical Returns
Returns include dividend reinvestment.
BELFA vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BELFA | SPY |
|---|---|---|
| 2026 | +64.70% | +10.15% |
| 2025 | +71.69% | +18.00% |
| 2024 | +42.46% | +25.59% |
| 2023 | +102.90% | +26.72% |
| 2022 | +113.51% | -18.64% |
| 2021 | +12.83% | +30.52% |
| 2020 | -16.03% | +17.28% |
| 2019 | -0.88% | +31.09% |
| 2018 | -36.23% | -5.24% |
| 2017 | -13.57% | +20.78% |
| 2016 | +67.02% | +13.59% |
| 2015 | -33.47% | +1.31% |
| 2014 | +24.48% | +14.56% |
| 2013 | +12.80% | +29.00% |
| 2012 | -18.32% | +14.17% |
| 2011 | -17.01% | +0.85% |
| 2010 | +31.54% | +13.14% |
| 2009 | +9.09% | +22.67% |
| 2008 | -45.63% | -36.25% |
| 2007 | +13.16% | +5.32% |
| 2006 | +16.69% | +13.85% |
| 2005 | -13.89% | +5.32% |
| 2004 | +0.36% | +10.75% |
| 2003 | +64.51% | +24.18% |
| 2002 | -23.95% | -22.42% |
| 2001 | -24.57% | -10.13% |
| 2000 | +30.96% | -8.84% |
| 1999 | -24.65% | +8.61% |
BELFA vs SPY Drawdown Comparison
The maximum drawdown for BELFA was -86.63%, occurring on Mar 19, 2020. Recovery took 5892 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BELFA drawdown is -7.06%. The current SPY drawdown is -0.02%.
| Rank | BELFA | SPY |
|---|---|---|
| #1 | -86.63% Nov 29, 1999 - May 1, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -43.43% Oct 16, 2024 - Jul 25, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -42.29% Jul 18, 2023 - Jan 23, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -25.36% Feb 15, 2024 - May 29, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -21.82% Feb 11, 2026 - Apr 9, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -20.05% Nov 10, 2025 - Dec 5, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -17.17% May 11, 2026 - May 19, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -14.67% Jul 31, 2024 - Sep 19, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -11.44% Sep 18, 2025 - Oct 16, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -10.34% Apr 24, 2026 - May 1, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.91% May 31, 2024 - Jul 16, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.71% Aug 5, 2025 - Aug 27, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.63% Jun 20, 2023 - Jul 14, 2023 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.49% Dec 11, 2025 - Dec 23, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.36% Jul 16, 2024 - Jul 25, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BELFA and SPY is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
BELFA vs SPY dividend yield comparison.
| Year | BELFA | SPY |
|---|---|---|
| 2026 | 0.05% | 0.24% |
| 2025 | 0.16% | 1.07% |
| 2024 | 0.27% | 1.21% |
| 2023 | 0.39% | 1.40% |
| 2022 | 0.78% | 1.65% |
| 2021 | 1.60% | 1.20% |
| 2020 | 1.81% | 1.52% |
| 2019 | 1.48% | 1.75% |
| 2018 | 1.75% | 2.04% |
| 2017 | 1.10% | 1.80% |
| 2016 | 0.95% | 2.03% |
| 2015 | 1.64% | 2.06% |
| 2014 | 1.00% | 1.87% |
| 2013 | 1.23% | 1.81% |
| 2012 | 1.39% | 2.18% |
| 2011 | 1.13% | 2.05% |
| 2010 | 0.95% | 1.80% |
| 2009 | 1.23% | 1.95% |
| 2008 | 1.33% | 3.02% |
| 2007 | 0.53% | 1.85% |
| 2006 | 0.53% | 1.73% |
| 2005 | 0.63% | 1.73% |
| 2004 | 0.55% | 1.82% |
| 2003 | 0.27% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.15% | 1.15% |
| 1999 | 0.00% | 0.24% |
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