Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| B (Barnes Group Inc.) | -2.66% | 113.12% | 39.46% | -2.01% | 4.42% | 6.20% | 5.67% | … | … |
Data as of 06/03/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| B (Barnes Group Inc.) | 03/17/1980 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.91 | 113.12 | 39.46 | -2.01 | 4.42 | 6.20 | 5.67 | … | … | -2.66 | 186.91 | -10.63 | -53.28 | -10.81 | -6.90 | -16.98 | 16.95 | -14.41 | 34.71 | 35.81 | -3.19 | -2.20 | 72.90 | -5.25 | 18.41 | 24.62 | 20.94 | -55.17 | 56.47 | 35.19 | 27.91 | -15.45 | 64.48 | -12.01 | 25.34 | 27.64 | -44.23 | 28.57 | 13.75 | 66.67 | -5.26 | 21.60 | 2.46 | -13.78 | 36.71 | -10.78 | -18.60 | 11.33 | 4.92 | 10.91 | 27.17 | -4.95 | 32.85 | -5.52 | -17.14 | 36.72 |
| Sharpe Ratio | NA | 2.87 | 1.02 | -0.08 | 0.07 | NA | NA | … | … | -0.10 | 4.79 | -0.42 | -0.68 | -0.37 | -0.22 | -0.23 | 0.53 | -0.56 | 1.62 | 1.30 | -0.14 | -0.09 | 2.92 | -0.21 | 0.42 | 0.74 | 0.34 | -0.78 | 1.49 | 0.84 | 0.82 | -0.59 | 2.35 | -0.39 | 0.79 | 0.66 | -1.15 | 0.67 | 0.40 | 3.50 | -0.64 | 1.30 | 0.02 | -1.15 | 2.13 | -1.10 | -1.79 | 0.45 | 0.03 | 0.33 | 0.94 | -0.49 | 0.84 | -0.38 | -0.93 | 1.27 |
| Standard Deviation(%) | NA | 44.49 | 37.12 | 49.83 | 45.70 | NA | NA | … | … | 50.75 | 38.70 | 33.64 | 84.77 | 33.30 | 30.95 | 74.54 | 28.95 | 28.50 | 21.18 | 27.37 | 23.57 | 23.53 | 24.95 | 25.42 | 43.54 | 33.01 | 61.97 | 71.39 | 35.94 | 37.97 | 31.28 | 27.97 | 27.10 | 33.80 | 29.55 | 35.65 | 41.42 | 37.53 | 24.77 | 17.81 | 14.47 | 14.29 | 11.89 | 14.08 | 15.36 | 14.80 | 13.71 | 14.41 | 26.06 | 19.50 | 23.15 | 24.16 | 31.43 | 35.03 | 29.80 | 31.61 |
| Draw Down(%) | NA | 29.31 | 29.31 | 73.30 | 78.26 | NA | NA | … | … | 29.31 | 14.62 | 27.72 | 66.43 | 40.87 | 28.74 | 51.06 | 29.67 | 30.70 | 14.78 | 16.34 | 15.34 | 26.48 | 8.58 | 29.64 | 29.50 | 27.53 | 48.28 | 71.80 | 21.41 | 34.44 | 10.98 | 25.01 | 14.59 | 32.35 | 21.87 | 24.25 | 49.06 | 29.13 | 24.17 | 9.95 | 20.66 | 10.63 | 5.43 | 21.80 | 10.89 | 23.60 | 25.16 | 12.79 | 34.57 | 11.64 | 18.04 | 20.97 | 25.49 | 38.62 | 31.47 | 17.07 |
| Yield(%) | 0.42 | 4.58 | 4.58 | 1.36 | 2.00 | 2.64 | 2.69 | … | … | 1.35 | 3.29 | 4.03 | 2.14 | 1.35 | 1.32 | 1.01 | 1.18 | 0.96 | 1.15 | 1.49 | 1.30 | 1.20 | 1.81 | 1.64 | 1.62 | 1.87 | 3.23 | 1.85 | 2.53 | 3.00 | 3.21 | 2.47 | 3.81 | 3.38 | 4.01 | 4.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| B (Barnes Group Inc.) |
-32.40%
Feb 2021 – Feb 2024 |
-25.75%
Sep 2018 – Sep 2023 |
-7.52%
Feb 2014 – Feb 2024 |
-2.50%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| B (Barnes Group Inc.) |
52.46%
Feb 2023 – Feb 2026 |
35.13%
Feb 2009 – Feb 2014 |
21.83%
Feb 2009 – Feb 2019 |
16.36%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart