Find A Portfolio/Ticker
Comparison Box
BCR: C.R. Bard Inc (STOCK)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/05/1983 |
Last Dividend Date: | 12/07/2017 |
12-Mo. Yield | 0.08% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 12/29/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/06/1983 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 48.3 | 25.8 | 28.8 | 14.1 | 18.7 | 17.9 | 14.2 | 48.0 | 19.2 | 14.3 | 25.2 | 38.1 | 15.2 | -6.1 | 18.8 | -6.8 | -10.5 | 15.1 | 26.8 | 3.8 | 58.9 | 42.0 | -8.6 | 40.9 | -10.5 | 8.8 | 61.3 | 14.3 | -11.4 | 22.0 | 9.4 | -22.2 | 10.1 | 83.7 | -21.2 | -2.2 | 35.2 | -3.8 | 66.8 | 98.7 | -33.7 | -16.3 |
Sharpe Ratio | NA | 2.4 | 1.29 | 1.54 | 0.67 | NA | NA | 0.4 | 2.39 | 0.99 | 0.7 | 1.38 | 2.5 | 0.97 | -0.23 | 1.08 | -0.3 | -0.4 | 0.6 | 1.13 | 0.09 | 2.63 | 2.17 | -0.33 | 1.19 | -0.4 | 0.16 | 1.79 | 0.39 | -0.59 | 0.98 | 0.25 | -0.59 | 0.2 | 1.85 | -0.62 | -0.25 | 0.99 | -0.17 | 1.73 | 3.62 | -1.17 | -0.77 |
Draw Down(%) | NA | 3.6 | 14.5 | 14.5 | 28.7 | NA | NA | 56.8 | 3.6 | 14.5 | 10.5 | 8.6 | 5.6 | 11.9 | 27.0 | 13.0 | 20.2 | 23.5 | 10.9 | 11.1 | 15.4 | 10.3 | 7.7 | 28.0 | 24.6 | 35.3 | 28.3 | 20.6 | 29.9 | 27.6 | 11.0 | 26.3 | 39.0 | 32.8 | 20.2 | 40.6 | 23.4 | 19.2 | 41.0 | 26.0 | 13.4 | 47.1 | 32.5 |
Standard Deviation(%) | NA | 19.9 | 19.7 | 18.6 | 20.8 | NA | NA | 29.0 | 19.9 | 19.0 | 20.2 | 18.2 | 15.2 | 15.8 | 26.2 | 17.4 | 23.1 | 28.6 | 20.3 | 20.9 | 17.8 | 22.0 | 19.1 | 29.2 | 32.9 | 36.8 | 35.3 | 32.4 | 27.8 | 24.9 | 18.6 | 25.8 | 41.2 | 38.8 | 42.9 | 42.4 | 31.7 | 30.7 | 44.9 | 36.1 | 25.8 | 34.6 | 35.6 |
Treynor Ratio | NA | 0.63 | 0.33 | 0.37 | 0.26 | NA | NA | 0.17 | 0.63 | 0.29 | 0.17 | 0.28 | 0.53 | 0.22 | -0.08 | 0.31 | -0.22 | -0.27 | 0.2 | 0.32 | 0.03 | 1.01 | 0.68 | -0.24 | 0.73 | -0.45 | 0.08 | 0.67 | 0.14 | -0.16 | 0.25 | 0.09 | -0.15 | 0.04 | 0.62 | -0.3 | -0.07 | 0.28 | -0.08 | 0.52 | 1.37 | -0.3 | -0.29 |
Alpha | NA | 0.11 | 0.07 | 0.06 | 0.04 | NA | NA | 0.03 | 0.1 | 0.04 | 0.05 | 0.05 | 0.05 | 0.02 | -0.03 | 0.04 | -0.05 | 0.03 | 0.04 | 0.06 | 0.01 | 0.17 | 0.08 | 0.01 | 0.18 | -0.02 | 0.0 | 0.12 | -0.03 | -0.11 | -0.01 | 0.04 | -0.12 | 0.02 | 0.14 | -0.05 | -0.12 | 0.07 | -0.01 | 0.18 | 0.22 | -0.15 | -0.11 |
Beta | NA | 0.76 | 0.76 | 0.78 | 0.54 | NA | NA | 0.7 | 0.76 | 0.66 | 0.84 | 0.91 | 0.72 | 0.68 | 0.79 | 0.6 | 0.31 | 0.43 | 0.6 | 0.74 | 0.6 | 0.58 | 0.61 | 0.41 | 0.54 | 0.32 | 0.68 | 0.87 | 0.79 | 0.9 | 0.72 | 0.73 | 1.66 | 1.82 | 1.28 | 0.87 | 1.18 | 1.08 | 0.97 | 1.21 | 0.68 | 1.34 | 0.94 |
RSquared | NA | 0.06 | 0.22 | 0.24 | 0.28 | NA | NA | 0.18 | 0.06 | 0.21 | 0.41 | 0.32 | 0.27 | 0.3 | 0.5 | 0.38 | 0.14 | 0.37 | 0.23 | 0.12 | 0.12 | 0.08 | 0.3 | 0.14 | 0.12 | 0.04 | 0.12 | 0.3 | 0.26 | 0.18 | 0.09 | 0.08 | 0.12 | 0.21 | 0.18 | 0.11 | 0.24 | 0.36 | 0.49 | 0.3 | 0.09 | 0.24 | 0.11 |
Yield(%) | N/A | 0.5 | 0.6 | 0.9 | 0.9 | 1.3 | 2.6 | N/A | 0.5 | 0.5 | 0.5 | 0.7 | 0.8 | 0.9 | 0.8 | 0.9 | 0.8 | 0.7 | 0.7 | 0.8 | 0.8 | 0.9 | 1.5 | 1.4 | 1.8 | 1.6 | 1.6 | 2.4 | 2.5 | 2.1 | 2.3 | 2.3 | 1.6 | 1.6 | 2.7 | 1.9 | 1.6 | 1.3 | 1.2 | 1.2 | 2.3 | 1.2 | 0.7 |
Dividend Growth(%) | N/A | 4.0 | 20.3 | 32.6 | 12.1 | 21.4 | N/A | N/A | 4.0 | 8.7 | 7.0 | 4.9 | 5.1 | 5.4 | 5.7 | 6.1 | 6.5 | 6.9 | 7.4 | 8.0 | -28.6 | -22.2 | 4.7 | 2.4 | 2.4 | 5.1 | 5.4 | 5.7 | 6.1 | 6.5 | 6.9 | 7.4 | 8.0 | 8.7 | 9.5 | 16.7 | -25.0 | 9.1 | -12.0 | 0.0 | 19.0 | 40.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/06/1983
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |
Latest Articles Related to BCR
Related 401K Plans
1. BARD EMPLOYEES’ SAVINGS TRUST 401(k) PLAN | (Not Rated) |