The BalancedInvestor Club

Investment Banking Investment Services Industry Analysis

17 companies analyzed • Returns from -2.7% to +142.8% • Data through May 1, 2026

Company List (17 Results)

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Industry Performance

(17/17 companies)
2025-05-05 → 2026-05-01
Weighted Avg
+1.1%
Best
+142.8%
Worst
-2.7%
Returns Distribution
Top 5
1. VELO+142.8%2. GJS+3.7%3. JBK+2.8%4. NRUC+2.3%5. GJT+2.0%
Bottom 5
1. KTN-2.7%2. BNJ-1.2%3. GJP-0.9%4. MGR-0.5%5. KTH-0.5%

VELO

+142.8%

Velo3D, Inc. Common stock

GJS

+3.7%

STRATSSM Certificates series supplement 2006-2 Trust IC

JBK

+2.8%

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

NRUC

+2.3%

National Rural Utilities Cooperative Finance Corp

GJT

+2.0%

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

GJH

+1.8%

Strats Trust US Cellular GIC

ECCX

+1.6%

Eagle Point Credit Company Inc

PYT

+1.0%

PPLUS Trust Series GSC 2 Pref

GJO

+0.6%

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

IPB

+0.6%

Merrill Lynch Depositor Inc.

HCXY

-0.1%

Hercules Capital Inc

GJR

-0.4%

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

KTH

-0.5%

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

MGR

-0.5%

Affiliated Managers Group Inc

GJP

-0.9%

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

BNJ

-1.2%

Brookfield Finance Inc. 4.50% P

KTN

-2.7%

Credit Enhanced Corts Trust For Aon Capital A GIC

Methodology

The Weighted Average return (+1.1%) 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

Educational content · Not investment advice or recommendations

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