The BalancedInvestor Club

Financials Sector Analysis

23 companies analyzed • Returns from -40.9% to +105.2%

Company List (23 Results)

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Sector Performance

(23/23 companies)
2025-09-02 → 2026-08-31
Weighted Avg
-9.5%
Best
+105.2%
Worst
-40.9%
Returns Distribution
Top 5
1. VELO+105.2%2. FACT+3.8%3. BANFP+3.8%4. PYT+3.5%5. BPAC+2.7%
Bottom 5
1. MHLA-40.9%2. NRUC-11.4%3. MGR-10.7%4. AFGE-7.6%5. BNJ-5.0%

VELO

+105.2%

Velo3D, Inc. Common stock

FACT

+3.8%

FACT II Acquisition Corp. Class A Ordinary Shares

BANFP

+3.8%

BFC Capital Trust II Pref

PYT

+3.5%

PPLUS Trust Series GSC 2 Pref

BPAC

+2.7%

Bullpen Parlay Acquisition Co - Class A

GJS

+2.6%

STRATSSM Certificates series supplement 2006-2 Trust IC

GJT

+2.0%

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

GJH

+1.9%

Strats Trust US Cellular GIC

BPOPM

+1.6%

Popular Capital Trust II Pref

ECCX

+1.3%

Eagle Point Credit Company Inc

GJP

+0.2%

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

JBK

-0.3%

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

KTH

-0.8%

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

GJR

-1.1%

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

HCXY

-1.8%

Hercules Capital Inc

KTN

-2.1%

Credit Enhanced Corts Trust For Aon Capital A GIC

IPB

-2.9%

Merrill Lynch Depositor Inc.

GJO

-3.3%

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

BNJ

-5.0%

Brookfield Finance I (UK) plc

AFGE

-7.6%

American Financial Group AFGE

1–20 of 23
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Methodology

The Weighted Average return (-9.5%) is calculated using market capitalization as weights. This gives larger companies more influence on the average, providing a more market-representative view.

8 companies with market cap data included: VELO, FACT, BPAC, ECCX, HCXY, AFGE, MGR, MHLA

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