The BalancedInvestor Club

Financials Sector Analysis

22 companies analyzed • Returns from -16.2% to +142.8% • Data through May 1, 2026

Company List (22 Results)

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Sector Performance

(22/22 companies)
2025-05-05 → 2026-05-01
Weighted Avg
-0.6%
Best
+142.8%
Worst
-16.2%
Returns Distribution
Top 5
1. VELO+142.8%2. FACT+4.5%3. GJS+3.7%4. JBK+2.8%5. NRUC+2.3%
Bottom 5
1. MHLA-16.2%2. KTN-2.7%3. BPOPM-1.7%4. BNJ-1.2%5. GJP-0.9%

VELO

+142.8%

Velo3D, Inc. Common stock

FACT

+4.5%

FACT II Acquisition Corp. Class A Ordinary Shares

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.

AFGE

+0.2%

American Financial Group AFGE

BANFP

-0.1%

BFC Capital Trust II Pref

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

BPOPM

-1.7%

Popular Capital Trust II Pref

1–20 of 22
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Methodology

The Weighted Average return (-0.6%) is calculated using market capitalization as weights. This gives larger companies more influence on the average, providing a more market-representative view.

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

Educational content · Not investment advice or recommendations

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