The Balanced Investor Club

Investment Banking Investment Services Industry Analysis

17 companies analyzed • Returns from -6.4% to +132.3% • Data through Mar 19, 2026

Company List (17 Results)

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Industry Performance

(17/17 companies)
2025-03-21 → 2026-03-19
Weighted Avg
-3.1%
Best
+132.3%
Worst
-6.4%
Returns Distribution
Top 5
1. VELO+132.3%2. GJS+5.1%3. GJT+1.9%4. PYT+1.6%5. HCXY+1.2%
Bottom 5
1. BNJ-6.4%2. MGR-6.4%3. KTN-2.5%4. JBK-2.2%5. NRUC-2.1%

VELO

+132.3%

Velo3D, Inc. Common stock

GJS

+5.1%

STRATSSM Certificates series supplement 2006-2 Trust IC

GJT

+1.9%

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

PYT

+1.6%

PPLUS Trust Series GSC 2 Pref

HCXY

+1.2%

Hercules Capital Inc

GJP

+1.0%

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

GJH

+0.5%

Strats Trust US Cellular GIC

ECCX

+0.2%

Eagle Point Credit Company Inc

GJR

-0.3%

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

GJO

-0.6%

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

IPB

-0.7%

Merrill Lynch Depositor Inc.

KTH

-2.1%

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

NRUC

-2.1%

National Rural Utilities Cooperative Finance Corp

JBK

-2.2%

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

KTN

-2.5%

Credit Enhanced Corts Trust For Aon Capital A GIC

MGR

-6.4%

Affiliated Managers Group Inc

BNJ

-6.4%

Brookfield Finance Inc. 4.50% P

Methodology

The Weighted Average return (-3.1%) 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, HCXY, ECCX, MGR

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