HBNC vs. BCS
HBNC (Horizon Bancorp, Inc.) and BCS (Barclays PLC) are both stocks. Both are in the Financial Services sector — HBNC in Banks - Regional, BCS in Banks - Diversified. Over the past 10 years, HBNC returned 8.83%/yr vs 12.30%/yr for BCS. At a 0.25 correlation, their price movements are largely independent.
Performance
HBNC vs. BCS - Performance Comparison
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Returns By Period
In the year-to-date period, HBNC achieves a 9.20% return, which is significantly higher than BCS's -1.82% return. Over the past 10 years, HBNC has underperformed BCS with an annualized return of 8.83%, while BCS has yielded a comparatively higher 12.30% annualized return.
HBNC
- 1D
- -2.52%
- 1M
- 0.61%
- YTD
- 9.20%
- 6M
- 6.13%
- 1Y
- 26.04%
- 3Y*
- 28.52%
- 5Y*
- 4.17%
- 10Y*
- 8.83%
BCS
- 1D
- -2.33%
- 1M
- 8.05%
- YTD
- -1.82%
- 6M
- 7.42%
- 1Y
- 40.02%
- 3Y*
- 51.43%
- 5Y*
- 22.63%
- 10Y*
- 12.30%
HBNC vs. BCS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HBNC Horizon Bancorp, Inc. | 9.20% | 9.76% | 18.19% | 0.43% | -25.26% | 35.43% | -12.86% | 23.69% | -13.14% | 1.06% |
BCS Barclays PLC | -1.82% | 96.49% | 76.26% | 6.01% | -21.90% | 31.71% | -12.84% | 31.90% | -29.25% | 0.44% |
Correlation
The correlation between HBNC and BCS is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Dec 18, 2001 | 0.25 |
The correlation between HBNC and BCS shifts across timeframes, from 0.25 (all time) to 0.50 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
HBNC:
$931.09M
BCS:
$84.73B
HBNC:
-$3.06
BCS:
$2.06
HBNC:
0.49
BCS:
1.11
HBNC:
-$1.82M
BCS:
$28.57B
HBNC:
-$97.09M
BCS:
$26.96B
HBNC:
-$218.68M
BCS:
$9.15B
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Return for Risk
HBNC vs. BCS — Risk / Return Rank
HBNC
BCS
HBNC vs. BCS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Horizon Bancorp, Inc. (HBNC) and Barclays PLC (BCS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| HBNC | BCS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.46 | ||
| Sortino ratioReturn per unit of downside risk | -0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.24 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.57 | 1.53 | +0.04 |
| Martin ratioReturn relative to average drawdown | 4.53 | 4.41 | +0.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HBNC | BCS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.39 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.67 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.33 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.18 | +0.17 |
Drawdowns
HBNC vs. BCS - Drawdown Comparison
The maximum HBNC drawdown since its inception was -65.21%, smaller than the maximum BCS drawdown of -94.36%. Use the drawdown chart below to compare losses from any high point for HBNC and BCS.
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Drawdown Indicators
| HBNC | BCS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.21% | -94.36% | +29.15% |
Max Drawdown (1Y)Largest decline over 1 year | -16.65% | -26.20% | +9.55% |
Max Drawdown (3Y)Largest decline over 3 years | -29.61% | -26.20% | -3.41% |
Max Drawdown (5Y)Largest decline over 5 years | -65.21% | -48.14% | -17.07% |
Max Drawdown (10Y)Largest decline over 10 years | -65.21% | -66.10% | +0.89% |
Current DrawdownCurrent decline from peak | -6.13% | -26.99% | +20.86% |
Average DrawdownAverage peak-to-trough decline | -16.89% | -38.43% | +21.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.77% | 9.10% | -3.33% |
Volatility
HBNC vs. BCS - Volatility Comparison
The current volatility for Horizon Bancorp, Inc. (HBNC) is 6.88%, while Barclays PLC (BCS) has a volatility of 10.68%. This indicates that HBNC experiences smaller price fluctuations and is considered to be less risky than BCS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HBNC | BCS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 10.68% | -3.80% |
Volatility (6M)Calculated over the trailing 6-month period | 18.45% | 23.30% | -4.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.90% | 28.85% | -0.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.79% | 33.97% | +1.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.87% | 37.72% | -0.85% |
Dividends
HBNC vs. BCS - Dividend Comparison
HBNC's dividend yield for the trailing twelve months is around 3.52%, more than BCS's 1.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCS Barclays PLC | 1.89% | 1.70% | 3.13% | 4.86% | 4.18% | 1.61% | 3.91% | 3.68% | 3.21% | 1.37% | 2.26% | 2.95% |
HBNC Horizon Bancorp, Inc. | 3.52% | 3.77% | 3.97% | 4.47% | 4.11% | 2.54% | 3.03% | 2.32% | 2.45% | 1.73% | 1.43% | 1.54% |
Financials
HBNC vs. BCS - Financials Comparison
This section allows you to compare key financial metrics between Horizon Bancorp, Inc. and Barclays PLC. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
HBNC and BCS have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BCS has higher volatility (10.68%) compared to HBNC (6.88%). In terms of maximum drawdown, HBNC dropped -65.21% vs BCS's -94.36%.
BCS currently has the higher Sharpe Ratio (1.39 vs 0.94), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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