The BalancedInvestor Club

Investment Banking Investment Services Industry Analysis

17 companies analyzed • Returns from -2.7% to +200.8%

Company List (17 Results)

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Industry Performance

(17/17 companies)
2025-06-18 → 2026-06-16
Weighted Avg
+1.7%
Best
+200.8%
Worst
-2.7%
Returns Distribution
Top 5
1. VELO+200.8%2. GJT+4.8%3. GJS+3.9%4. ECCX+3.2%5. IPB+2.7%
Bottom 5
1. GJP-2.7%2. KTN-1.8%3. GJR-1.5%4. NRUC-1.4%5. MGR-0.9%

VELO

+200.8%

Velo3D, Inc. Common stock

GJT

+4.8%

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

GJS

+3.9%

STRATSSM Certificates series supplement 2006-2 Trust IC

ECCX

+3.2%

Eagle Point Credit Company Inc

IPB

+2.7%

Merrill Lynch Depositor Inc.

KTH

+1.1%

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

PYT

+1.0%

PPLUS Trust Series GSC 2 Pref

JBK

+0.8%

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

HCXY

+0.8%

Hercules Capital Inc

BNJ

+0.4%

Brookfield Finance I (UK) plc

GJH

-0.3%

Strats Trust US Cellular GIC

GJO

-0.3%

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

MGR

-0.9%

Affiliated Managers Group Inc

NRUC

-1.4%

National Rural Utilities Cooperative Finance Corp

GJR

-1.5%

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

KTN

-1.8%

Credit Enhanced Corts Trust For Aon Capital A GIC

GJP

-2.7%

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

Methodology

The Weighted Average return (+1.7%) 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