Performance analysis of Barclays (BCS)
Annual Return
Over the past 3 years, BCS has had an average annual return of +52.92%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, BCS has had an average annual return of +28.70%, outperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, BCS has had an average annual return of +16.53%, outperforming the benchmark SPY, which returned +14.95% annual.
Since Nov 1, 1999, BCS has had an average annual return of +2.89%, underperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.32% | +96.37% | +76.13% | +5.92% | -21.85% | +31.73% | -12.74% | +31.92% | -29.25% | +0.42% | -12.80% | -11.53% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -15.07% | +6.97% | +61.87% | -31.95% | -3.74% | +80.68% | -73.60% | -26.67% | +44.16% | -3.91% | +30.87% | +54.41% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -24.01% | +7.34% | +15.51% | -6.40% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.11% | -8.16% | -12.85% | +10.64% | +4.78% | +9.50% | +1.43% | +8.32% | |||||
| 2025 | +10.46% | +9.76% | -3.03% | +4.56% | +11.02% | +4.27% | +5.54% | +0.85% | +5.30% | +3.97% | +6.05% | +11.67% | +96.37% |
| 2024 | -4.32% | +16.27% | +11.17% | +8.37% | +10.84% | -5.64% | +11.30% | +3.38% | -0.16% | +2.14% | +8.62% | -1.41% | +76.13% |
| 2023 | +18.97% | -6.18% | -15.01% | +12.23% | -6.82% | +4.53% | +1.64% | -4.25% | +3.72% | -17.45% | +12.27% | +9.16% | +5.92% |
| 2022 | +5.22% | -9.09% | -18.30% | -5.70% | +16.51% | -12.43% | +2.50% | +1.28% | -17.85% | +8.12% | +14.90% | -1.89% | -21.85% |
| 2021 | -8.88% | +22.05% | +15.85% | -6.45% | +10.55% | -8.78% | +1.44% | +5.83% | +0.67% | +8.43% | -11.52% | +4.54% | +31.73% |
| 2020 | -7.57% | -9.01% | -41.17% | +16.77% | +6.99% | -0% | -7.43% | +11.07% | -13.92% | +10.40% | +28.74% | +12.21% | -12.74% |
| 2019 | +10.88% | +6.07% | -7.61% | +6.99% | -12.72% | +1.86% | -1.70% | -9.44% | +10.54% | +17.58% | +2.07% | +8.07% | +31.92% |
| 2018 | +4.30% | +3.35% | +1.56% | -2.37% | -7.45% | -6.09% | +3.09% | -8.28% | -4.38% | -1.79% | -5.91% | -8.82% | -29.25% |
| 2017 | +0.64% | +1.07% | +1.32% | -3.83% | -0.36% | -1.67% | +1.32% | -7.57% | +4.87% | -4.94% | +5.19% | +5.31% | +0.42% |
Drawdown analysis of Barclays (BCS)
The maximum drawdown for the BCS was -94.37%, occurring on Jan 23, 2009. This drawdown has not yet recovered.
The current BCS drawdown is -19.32%.
Since Nov 1, 1999 BCS has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -94.37% | Apr 16, 2007 | 448 | Jan 23, 2009 | Ongoing | Ongoing | Ongoing |
| -41.34% | May 17, 2002 | 205 | Mar 12, 2003 | 148 | Oct 10, 2003 | 353 |
| -34.14% | Apr 25, 2001 | 100 | Sep 21, 2001 | 72 | Jan 4, 2002 | 172 |
| -29.46% | Nov 17, 1999 | 43 | Jan 20, 2000 | 231 | Dec 18, 2000 | 274 |
| -19.56% | Feb 14, 2001 | 25 | Mar 22, 2001 | 20 | Apr 20, 2001 | 45 |
| -16.68% | Feb 18, 2005 | 72 | Jun 3, 2005 | 174 | Feb 10, 2006 | 246 |
| -15.27% | May 2, 2006 | 52 | Jul 17, 2006 | 31 | Aug 29, 2006 | 83 |
| -14.75% | Feb 11, 2004 | 113 | Jul 26, 2004 | 32 | Sep 9, 2004 | 145 |
| -11.81% | Feb 23, 2007 | 6 | Mar 5, 2007 | 29 | Apr 16, 2007 | 35 |
| -11.31% | Jan 4, 2002 | 32 | Feb 21, 2002 | 37 | Apr 16, 2002 | 69 |
| -7.79% | Oct 21, 2003 | 18 | Nov 14, 2003 | 30 | Dec 30, 2003 | 48 |
| -6.72% | Jan 4, 2001 | 6 | Jan 12, 2001 | 20 | Feb 12, 2001 | 26 |
| -6.71% | Jan 15, 2004 | 11 | Feb 2, 2004 | 7 | Feb 11, 2004 | 18 |
| -5.44% | Nov 4, 1999 | 2 | Nov 8, 1999 | 5 | Nov 15, 1999 | 7 |
| -4.73% | Dec 19, 2000 | 1 | Dec 20, 2000 | 6 | Dec 29, 2000 | 7 |
| -4.69% | Oct 11, 2004 | 10 | Oct 25, 2004 | 8 | Nov 4, 2004 | 18 |
| -4.47% | Dec 31, 2004 | 17 | Jan 26, 2005 | 12 | Feb 11, 2005 | 29 |
| -4.29% | Sep 21, 2004 | 2 | Sep 23, 2004 | 6 | Oct 1, 2004 | 8 |
| -4.22% | Nov 17, 2004 | 6 | Nov 26, 2004 | 5 | Dec 3, 2004 | 11 |
| -3.72% | Apr 20, 2001 | 2 | Apr 24, 2001 | 1 | Apr 25, 2001 | 3 |
| -3.48% | Sep 1, 2006 | 4 | Sep 8, 2006 | 5 | Sep 15, 2006 | 9 |
| -3.23% | Nov 8, 2006 | 13 | Nov 28, 2006 | 7 | Dec 7, 2006 | 20 |
| -3.12% | Mar 1, 2006 | 6 | Mar 9, 2006 | 3 | Mar 14, 2006 | 9 |
| -2.95% | Mar 20, 2006 | 6 | Mar 28, 2006 | 7 | Apr 6, 2006 | 13 |
| -2.82% | Dec 8, 2006 | 2 | Dec 12, 2006 | 11 | Dec 28, 2006 | 13 |