BELFB vs SPY
Comparison between Bel Fuse Inc - Class B (BELFB, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceBELFB has outperformed SPY, delivering a return of +76.1% compared to +14.0%
BELFB vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BELFB vs SPY - Historical Returns
Returns include dividend reinvestment.
BELFB vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BELFB | SPY |
|---|---|---|
| 2026 | +56.38% | +9.45% |
| 2025 | +109.98% | +18.00% |
| 2024 | +26.90% | +25.59% |
| 2023 | +105.24% | +26.72% |
| 2022 | +158.53% | -18.64% |
| 2021 | -16.45% | +30.52% |
| 2020 | -24.06% | +17.28% |
| 2019 | +9.44% | +31.09% |
| 2018 | -25.22% | -5.24% |
| 2017 | -21.01% | +20.78% |
| 2016 | +65.66% | +13.59% |
| 2015 | -32.71% | +1.31% |
| 2014 | +29.65% | +14.56% |
| 2013 | +8.24% | +29.00% |
| 2012 | +0.64% | +14.17% |
| 2011 | -22.45% | +0.85% |
| 2010 | +9.60% | +13.14% |
| 2009 | +1.05% | +22.67% |
| 2008 | -24.61% | -36.25% |
| 2007 | -15.84% | +5.32% |
| 2006 | +7.79% | +13.85% |
| 2005 | -7.40% | +5.32% |
| 2004 | +3.61% | +10.75% |
| 2003 | +61.06% | +24.18% |
| 2002 | -19.04% | -22.42% |
| 2001 | -20.32% | -10.13% |
| 2000 | +49.83% | -8.84% |
| 1999 | +43.44% | +8.61% |
BELFB vs SPY Drawdown Comparison
The maximum drawdown for BELFB was -81.91%, occurring on Apr 23, 2020. Recovery took 5529 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BELFB drawdown is -10.81%. The current SPY drawdown is -0.34%.
| Rank | BELFB | SPY |
|---|---|---|
| #1 | -81.91% Nov 6, 2000 - Oct 28, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -49.33% Dec 13, 1999 - Aug 25, 2000 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -36.48% Jul 18, 2023 - Dec 13, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -33.37% Dec 17, 2024 - Jun 23, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -32.52% Feb 15, 2024 - Jul 26, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -26.05% Oct 2, 2000 - Oct 31, 2000 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -23.46% Feb 9, 2023 - Apr 28, 2023 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -19.54% Feb 11, 2026 - Apr 16, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -19.54% Nov 10, 2025 - Dec 8, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -18.63% Jul 26, 2024 - Sep 19, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -17.51% May 11, 2026 - May 19, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -17.08% Nov 25, 2022 - Jan 31, 2023 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -14.36% Oct 16, 2024 - Dec 13, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.42% Nov 29, 1999 - Dec 8, 1999 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.22% Dec 27, 2023 - Jan 30, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BELFB and SPY is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
BELFB vs SPY dividend yield comparison.
| Year | BELFB | SPY |
|---|---|---|
| 2026 | 0.05% | 0.24% |
| 2025 | 0.17% | 1.07% |
| 2024 | 0.34% | 1.21% |
| 2023 | 0.42% | 1.40% |
| 2022 | 0.85% | 1.65% |
| 2021 | 2.17% | 1.20% |
| 2020 | 1.86% | 1.52% |
| 2019 | 1.37% | 1.75% |
| 2018 | 1.52% | 2.04% |
| 2017 | 1.11% | 1.80% |
| 2016 | 0.91% | 2.03% |
| 2015 | 1.62% | 2.06% |
| 2014 | 1.02% | 1.87% |
| 2013 | 1.31% | 1.81% |
| 2012 | 1.43% | 2.18% |
| 2011 | 1.49% | 2.05% |
| 2010 | 1.17% | 1.80% |
| 2009 | 1.30% | 1.95% |
| 2008 | 1.32% | 3.02% |
| 2007 | 0.75% | 1.85% |
| 2006 | 0.57% | 1.73% |
| 2005 | 0.63% | 1.73% |
| 2004 | 0.59% | 1.82% |
| 2003 | 0.61% | 1.47% |
| 2002 | 1.00% | 1.70% |
| 2001 | 0.80% | 1.25% |
| 2000 | 0.59% | 1.15% |
| 1999 | 0.00% | 0.24% |
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