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B: Barnes Group Inc. (STOCK)
Basic Info 39.46 3.33(7.78%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/17/1980 |
| Last Dividend Date: | 05/29/2026 |
| 12-Mo. Yield | 5.37% |
| Expenses | - |
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Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/17/1980 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -7.3 | -7.9 | 102.3 | 36.6 | -2.7 | 3.9 | 5.8 | 5.4 | 7.5 | 186.9 | -10.6 | -53.3 | -10.8 | -6.9 | -17.0 | 16.9 | -14.4 | 34.7 | 35.8 | -3.2 | -2.2 | 72.9 | -5.3 | 18.4 | 24.6 | 20.9 | -55.2 | 56.5 | 35.2 | 27.9 | -15.5 | 64.5 | -12.0 | 25.3 | 27.6 | -44.2 | 28.6 | 13.8 | 66.7 | -5.3 | 21.6 | 2.5 | -13.8 | 36.7 | -10.8 | -18.6 | 11.3 | 4.9 | 10.9 | 27.2 | -4.9 | 32.8 | -5.5 | -17.1 | 36.7 |
| Sharpe Ratio | NA | -0.1 | 2.87 | 1.02 | -0.08 | 0.07 | NA | NA | 0.14 | 4.79 | -0.42 | -0.68 | -0.37 | -0.22 | -0.23 | 0.53 | -0.56 | 1.62 | 1.3 | -0.14 | -0.09 | 2.92 | -0.21 | 0.42 | 0.74 | 0.34 | -0.78 | 1.49 | 0.84 | 0.82 | -0.59 | 2.35 | -0.39 | 0.79 | 0.66 | -1.15 | 0.67 | 0.4 | 3.5 | -0.64 | 1.3 | 0.02 | -1.15 | 2.13 | -1.1 | -1.79 | 0.45 | 0.03 | 0.33 | 0.94 | -0.49 | 0.84 | -0.38 | -0.93 | 1.27 |
| Draw Down(%) | NA | 29.3 | 29.3 | 29.3 | 73.3 | 78.3 | NA | NA | 78.3 | 14.6 | 27.7 | 66.4 | 40.9 | 28.7 | 51.1 | 29.7 | 30.7 | 14.8 | 16.3 | 15.3 | 26.5 | 8.6 | 29.6 | 29.5 | 27.5 | 48.3 | 71.8 | 21.4 | 34.4 | 11.0 | 25.0 | 14.6 | 32.3 | 21.9 | 24.3 | 49.1 | 29.1 | 24.2 | 10.0 | 20.7 | 10.6 | 5.4 | 21.8 | 10.9 | 23.6 | 25.2 | 12.8 | 34.6 | 11.6 | 18.0 | 21.0 | 25.5 | 38.6 | 31.5 | 17.1 |
| Standard Deviation(%) | NA | 50.8 | 44.5 | 37.1 | 49.8 | 45.7 | NA | NA | 34.8 | 38.7 | 33.6 | 84.8 | 33.3 | 31.0 | 74.5 | 28.9 | 28.5 | 21.2 | 27.4 | 23.6 | 23.5 | 24.9 | 25.4 | 43.5 | 33.0 | 62.0 | 71.4 | 35.9 | 38.0 | 31.3 | 28.0 | 27.1 | 33.8 | 29.6 | 35.6 | 41.4 | 37.5 | 24.8 | 17.8 | 14.5 | 14.3 | 11.9 | 14.1 | 15.4 | 14.8 | 13.7 | 14.4 | 26.1 | 19.5 | 23.1 | 24.2 | 31.4 | 35.0 | 29.8 | 31.6 |
| Treynor Ratio | NA | -0.03 | 0.92 | 0.49 | -0.06 | 0.03 | NA | NA | 0.06 | 3.69 | -0.16 | 2.87 | -0.14 | -0.06 | -0.11 | 0.11 | -0.16 | 0.24 | 0.31 | -0.03 | -0.02 | 0.57 | -0.04 | 0.12 | 0.17 | 0.12 | -0.46 | 0.44 | 0.18 | 0.16 | -0.15 | 1.13 | -0.21 | 0.58 | 0.45 | -3.78 | 0.6 | 0.22 | 1.96 | -0.46 | 0.54 | 0.18 | -0.55 | 2.25 | -0.75 | -3.3 | 2.99 | 0.02 | 0.23 | 0.51 | -0.49 | 0.69 | -0.37 | -0.58 | 1.56 |
| Alpha | NA | -0.14 | 0.23 | 0.09 | -0.01 | -0.02 | NA | NA | 0.01 | 0.41 | -0.11 | -0.19 | 0.04 | -0.13 | -0.11 | -0.08 | -0.03 | 0.01 | 0.08 | -0.01 | -0.07 | 0.08 | -0.1 | 0.08 | 0.02 | -0.04 | -0.03 | 0.18 | 0.05 | 0.09 | -0.1 | 0.15 | 0.02 | 0.12 | 0.13 | -0.22 | 0.08 | 0.0 | 0.17 | -0.05 | 0.07 | 0.0 | -0.07 | 0.1 | -0.06 | -0.11 | 0.03 | 0.01 | 0.03 | 0.06 | -0.03 | 0.09 | -0.04 | -0.06 | 0.12 |
| Beta | NA | 1.73 | 1.38 | 0.77 | 0.72 | 1.15 | NA | NA | 0.85 | 0.5 | 0.9 | -0.2 | 0.9 | 1.21 | 1.62 | 1.4 | 1.01 | 1.45 | 1.16 | 0.96 | 1.28 | 1.29 | 1.44 | 1.59 | 1.41 | 1.74 | 1.21 | 1.22 | 1.74 | 1.57 | 1.11 | 0.56 | 0.63 | 0.4 | 0.52 | 0.13 | 0.42 | 0.45 | 0.32 | 0.2 | 0.35 | 0.02 | 0.29 | 0.14 | 0.22 | 0.07 | 0.02 | 0.34 | 0.28 | 0.42 | 0.25 | 0.39 | 0.36 | 0.48 | 0.26 |
| RSquared | NA | 0.22 | 0.14 | 0.09 | 0.08 | 0.25 | NA | NA | 0.2 | 0.06 | 0.11 | 0.0 | 0.43 | 0.26 | 0.58 | 0.36 | 0.37 | 0.21 | 0.31 | 0.4 | 0.39 | 0.31 | 0.52 | 0.72 | 0.59 | 0.58 | 0.49 | 0.29 | 0.22 | 0.26 | 0.19 | 0.13 | 0.23 | 0.09 | 0.1 | 0.0 | 0.05 | 0.11 | 0.04 | 0.01 | 0.06 | 0.0 | 0.04 | 0.02 | 0.05 | 0.0 | 0.0 | 0.18 | 0.05 | 0.04 | 0.02 | 0.03 | 0.03 | 0.05 | 0.02 |
| Yield(%) | N/A | 1.3 | 4.6 | 4.6 | 1.3 | 2.0 | 2.7 | 2.7 | N/A | 3.3 | 4.0 | 2.1 | 1.4 | 1.3 | 1.0 | 1.2 | 1.0 | 1.1 | 1.5 | 1.3 | 1.2 | 1.8 | 1.6 | 1.6 | 1.9 | 3.2 | 1.9 | 2.5 | 3.0 | 3.2 | 2.5 | 3.8 | 3.4 | 4.0 | 4.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 13.3 | 64.3 | 20.4 | 21.5 | 47.3 | 76.9 | 325.1 | N/A | -27.1 | -18.2 | 37.5 | 0.0 | 0.0 | 0.0 | 3.2 | 12.7 | 7.8 | 6.2 | 6.7 | 7.1 | 5.0 | 17.6 | 6.2 | -33.3 | -22.6 | 13.8 | 12.4 | 15.5 | 5.0 | 0.0 | 0.0 | 0.0 | 1.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/1980
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