Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BARNES GROUP INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 19.36% | 1.79% | 6.61% | 4.48% | 4.97% | 6.66% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BARNES GROUP INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.93 | 19.36 | 1.79 | 6.61 | 4.48 | 4.97 | 6.66 | … | … | 0.68 | 4.36 | 11.41 | -13.06 | 7.85 | 18.36 | 6.23 | -3.90 | 9.80 | 6.53 | -4.38 | 2.44 | 15.25 | 4.90 | 1.05 | 4.11 | 21.62 | -0.85 | 19.00 | 15.54 | 4.91 | 6.30 | 15.59 | 2.73 | 5.94 |
| Sharpe Ratio | NA | -0.08 | -0.28 | 0.28 | 0.30 | NA | NA | … | … | 0.13 | -0.26 | 0.93 | -1.08 | 0.70 | 2.13 | 1.04 | -0.80 | 2.05 | 1.32 | -0.90 | 0.39 | 2.34 | 0.84 | 0.14 | 0.38 | 2.25 | -0.40 | 1.55 | 1.54 | 0.45 | 0.72 | 2.78 | 0.39 | 0.97 |
| Standard Deviation(%) | NA | 8.44 | 10.14 | 10.06 | 7.98 | NA | NA | … | … | 4.75 | 8.53 | 7.70 | 13.32 | 11.13 | 8.51 | 4.65 | 6.52 | 4.48 | 4.79 | 4.88 | 6.23 | 6.50 | 5.79 | 7.19 | 10.55 | 9.58 | 4.49 | 10.35 | 7.98 | 6.11 | 7.41 | 5.36 | 4.10 | 3.74 |
| Draw Down(%) | NA | 7.28 | 16.88 | 20.66 | 20.66 | NA | NA | … | … | 0.25 | 7.28 | 7.57 | 18.33 | 5.67 | 8.62 | 3.80 | 9.78 | 2.40 | 3.76 | 7.52 | 5.22 | 4.44 | 5.73 | 6.37 | 8.79 | 4.58 | 6.03 | 8.63 | 9.76 | 4.36 | 6.67 | 3.08 | 4.77 | 2.56 |
| Yield(%) | NA | 3.76 | 5.21 | 4.35 | 3.24 | NA | NA | … | … | NA | 0.55 | 4.09 | 2.39 | 8.71 | 3.59 | 3.28 | 1.60 | 0.18 | 3.18 | 2.19 | 3.31 | 1.95 | 2.42 | 2.73 | 2.13 | 2.95 | 2.89 | 4.79 | 4.56 | 3.00 | 2.56 | 3.09 | 3.65 | 5.16 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BARNES GROUP INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
0.36%
Dec 2021 – Dec 2024 |
1.36%
Sep 2017 – Sep 2022 |
3.13%
Oct 2013 – Oct 2023 |
4.42%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BARNES GROUP INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
15.32%
Oct 2004 – Oct 2007 |
13.20%
Apr 2005 – Apr 2010 |
9.60%
Apr 2001 – Apr 2011 |
8.14%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart