The BalancedInvestor Club

Investment Banking Investment Services Industry Analysis

17 companies analyzed • Returns from -7.0% to +108.9%

Company List (17 Results)

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Industry Performance

(17/17 companies)
2025-07-22 → 2026-07-20
Weighted Avg
-1.2%
Best
+108.9%
Worst
-7.0%
Returns Distribution
Top 5
1. VELO+108.9%2. GJT+4.7%3. GJS+3.5%4. PYT+1.9%5. ECCX+1.5%
Bottom 5
1. NRUC-7.0%2. MGR-3.0%3. KTN-2.4%4. IPB-1.6%5. GJH-1.1%

VELO

+108.9%

Velo3D, Inc. Common stock

GJT

+4.7%

STRATS SM Trust for Allstate Corp Securities Series 2006-3 IC

GJS

+3.5%

STRATSSM Certificates series supplement 2006-2 Trust IC

PYT

+1.9%

PPLUS Trust Series GSC 2 Pref

ECCX

+1.5%

Eagle Point Credit Company Inc

BNJ

+0.7%

Brookfield Finance I (UK) plc

GJP

+0.5%

STRATS SM Trust for Dominion Resources Inc Securities Series 2005-6 IC

JBK

+0.2%

Goldman Sachs Capital I Securities-Backed Series 2004-6 Trust

KTH

-0.5%

Structured Products Corp Corts Tr for Peco Energy Cap Tr III GIC

GJR

-0.6%

Strats SM Trust for Procter & Gamble Securities Series 2006-1 GIC

GJO

-0.7%

Strats SM Trust for Wal Mart Stores Inc Securities Series 2005-4 GIC

HCXY

-1.0%

Hercules Capital Inc

GJH

-1.1%

Strats Trust US Cellular GIC

IPB

-1.6%

Merrill Lynch Depositor Inc.

KTN

-2.4%

Credit Enhanced Corts Trust For Aon Capital A GIC

MGR

-3.0%

Affiliated Managers Group Inc

NRUC

-7.0%

National Rural Utilities Cooperative Finance Corp

Methodology

The Weighted Average return (-1.2%) is calculated using market capitalization as weights. This gives larger companies more influence on the average, providing a more market-representative view.

4 companies with market cap data included: VELO, ECCX, HCXY, MGR

We're educators, not advisors. We don't make buy or sell recommendations under any circumstance. All content is for educational purposes. Past performance doesn't guarantee future results. Your decisions are your own. Disclaimer