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Barclays PLC (BCS)

Equity · Currency in USD
Sector
Financial Services
Industry
Banks—Diversified
ISIN
US06738E2046
CUSIP
06738E204

BCSPrice Chart


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BCSPerformance

The chart shows the growth of $10,000 invested in Barclays PLC on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $9,687 for a total return of roughly -3.13%. All prices are adjusted for splits and dividends.


BCS (Barclays PLC)
Benchmark (S&P 500)

BCSReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD16.81%-2.17%
1M25.55%0.62%
6M29.03%6.95%
1Y48.47%22.39%
5Y4.00%15.44%
10Y3.28%13.73%

BCSMonthly Returns Heatmap


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BCSSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Barclays PLC Sharpe ratio is 1.27. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


BCS (Barclays PLC)
Benchmark (S&P 500)

BCSDividends

Barclays PLC granted a 1.38% dividend yield in the last twelve months, as of Jan 15, 2022. The annual payout for that period amounted to $0.17 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$0.17$0.17$0.31$0.36$0.24$0.15$0.25$0.39$0.43$0.40$0.36$0.34$0.27

Dividend yield

1.38%1.61%3.97%3.97%3.55%1.59%2.65%3.56%3.42%2.72%2.88%4.39%2.39%

BCSDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


BCS (Barclays PLC)
Benchmark (S&P 500)

BCSWorst Drawdowns

The table below shows the maximum drawdowns of the Barclays PLC. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Barclays PLC is 76.68%, recorded on Mar 23, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-76.68%Apr 16, 20102501Mar 23, 2020
-21.64%Jan 15, 201016Feb 8, 201022Mar 11, 201038
-2.96%Mar 18, 20105Mar 24, 20103Mar 29, 20108
-1.77%Mar 30, 20101Mar 30, 20103Apr 5, 20104
-1.61%Apr 6, 20102Apr 7, 20103Apr 12, 20105
-1.45%Jan 12, 20101Jan 12, 20101Jan 13, 20102
-0.52%Mar 15, 20101Mar 15, 20101Mar 16, 20102

BCSVolatility Chart

Current Barclays PLC volatility is 17.01%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


BCS (Barclays PLC)
Benchmark (S&P 500)

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