The Balanced Investor Club

Financials Sector Analysis

22 companies analyzed • Returns from -23.0% to +132.3% • Data through Mar 19, 2026

Company List (22 Results)

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Sector Performance

(22/22 companies)
2025-03-21 → 2026-03-19
Weighted Avg
-4.7%
Best
+132.3%
Worst
-23.0%
Returns Distribution
Top 5
1. VELO+132.3%2. GJS+5.1%3. FACT+4.4%4. BANFP+2.4%5. GJT+1.9%
Bottom 5
1. MHLA-23.0%2. BNJ-6.4%3. MGR-6.4%4. AFGE-3.6%5. KTN-2.5%

VELO

+132.3%

Velo3D, Inc. Common stock

GJS

+5.1%

STRATSSM Certificates series supplement 2006-2 Trust IC

FACT

+4.4%

FACT II Acquisition Corp. Class A Ordinary Shares

BANFP

+2.4%

BFC Capital Trust II Pref

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.

BPOPM

-1.2%

Popular Capital Trust II Pref

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

AFGE

-3.6%

American Financial Group AFGE

MGR

-6.4%

Affiliated Managers Group Inc

1–20 of 22
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Methodology

The Weighted Average return (-4.7%) 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, HCXY, ECCX, AFGE, MGR, MHLA

Educational content · Not investment advice or recommendations

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