Barclays PLC

10-Year Study

BARC.LSE · Financial Services · GB · Common Stock

Executive Summary: Barclays PLC has compounded at 12.7% annually over the last 10 years, with a maximum drawdown of 47.6% and an annualized volatility of 42.2%.

1Y CAGR
+37.2%
3Y CAGR
+43.9%
5Y CAGR
+19.4%
10Y CAGR
+12.7%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
47.6%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.50
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.73
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
33.9%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +77.5%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2018 · -24.2%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
40%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20261.0-5.8-14.012.4————————-8.0%
202510.84.8-7.53.110.33.010.1-2.95.37.25.710.677.5%
2024-3.510.811.410.68.5-5.011.9-2.3-1.75.811.11.674.5%
202317.2-6.0-16.59.7-5.31.31.0-4.97.9-17.27.29.0-2.9%
20225.5-7.3-18.9-0.114.1-9.42.74.7-12.32.49.1-1.7-15.2%
2021-9.019.516.5-5.64.3-6.52.06.02.56.7-8.91.527.5%
2020-6.5-11.5-36.712.58.8-0.7-12.111.3-12.89.226.39.0-18.3%
20195.16.3-5.834.9-9.10.32.9-11.310.111.62.24.755.3%
2018-1.66.8-2.40.4-4.8-4.22.6-8.2-2.20.4-5.6-7.6-24.2%
2017-1.83.20.2-5.7-1.1-3.50.1-5.41.2-3.84.15.0-7.9%
2016———14.36.4-24.011.512.1-2.613.413.53.549.9%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 42.2%. The dominant macroeconomic risk driver is VTI.US, accounting for 74.2% of variance. Idiosyncratic stock-specific factors contribute 13.4%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0111433.33278947378
2016-05-0112160.001667835964
2016-06-019240.001595321359
2016-07-0110303.328601755216
2016-08-0111553.915516856927
2016-09-0111255.418200803826
2016-10-0112764.63752667178
2016-11-0114485.155353481518
2016-12-0114988.225440662207
2017-01-0114719.921394165838
2017-02-0115192.807276115684
2017-03-0115229.680953857143
2017-04-0114360.285199949965
2017-05-0114208.05891086686
2017-06-0113717.542915050952
2017-07-0113734.456947171297
2017-08-0112991.562925456796
2017-09-0113144.532489263307
2017-10-0112641.453337756726
2017-11-0113154.729855895346
2017-12-0113807.361320345968
2018-01-0113592.536796630971
2018-02-0114514.387804493366
2018-03-0114171.25774773256
2018-04-0114222.724990165207
2018-05-0113535.785052201452
2018-06-0112970.307081232677
2018-07-0113310.690647247256
2018-08-0112215.711014787541
2018-09-0111943.17392809814
2018-10-0111993.236200017041
2018-11-0111324.388656540003
2018-12-0110465.054304376437
2019-01-0110997.619708019934
2019-02-0111693.642100530626
2019-03-0111018.349821342137
2019-04-0114860.812652985285
2019-05-0113509.336544243315
2019-06-0113550.944533120226
2019-07-0113938.114732579585
2019-08-0112359.385948891308
2019-09-0113607.989372173488
2019-10-0115182.318494504272
2019-11-0115520.70791546083
2019-12-0116253.58831788404
2020-01-0115200.412292014087
2020-02-0113457.795085429432
2020-03-018514.945672369671
2020-04-019581.691354818804
2020-05-0110426.760355645341
2020-06-0110352.567763838168
2020-07-019098.534264954127
2020-08-0110129.98998841664
2020-09-018831.622398003814
2020-10-019641.406280716028
2020-11-0112174.809020938224
2020-12-0113271.40905434664
2021-01-0112082.521248514868
2021-02-0114441.270848976377
2021-03-0116822.81542549348
2021-04-0115879.968411514703
2021-05-0116567.650280928952
2021-06-0115483.646197216447
2021-07-0115789.486976008315
2021-08-0116732.31324339157
2021-09-0117157.639198232617
2021-10-0118302.382398108053
2021-11-0116670.777457960507
2021-12-0116922.350675286616
2022-01-0117847.19932609499
2022-02-0116549.51775644083
2022-03-0113423.272750477208
2022-04-0113414.220319296828
2022-05-0115302.351380675287
2022-06-0113859.55290775502
2022-07-0114227.038737381044
2022-08-0114891.579854147632
2022-09-0113062.94864562613
2022-10-0113376.168296892762
2022-11-0114596.463682135392
2022-12-0114350.232021603575
2023-01-0116823.41016123184
2023-02-0115814.091055193616
2023-03-0113202.556636227388
2023-04-0114477.53589795263
2023-05-0113704.21761464007
2023-06-0113888.946684293665
2023-07-0114032.020739453828
2023-08-0113346.237875083223
2023-09-0114395.028070659368
2023-10-0111918.8721030202
2023-11-0112773.842070784058
2023-12-0113927.69164298824
2024-01-0113442.243437424513
2024-02-0114899.644747381062
2024-03-0116597.438242782562
2024-04-0118364.086922516046
2024-05-0119931.421675942445
2024-06-0118925.791314588423
2024-07-0121181.665463377405
2024-08-0120695.148116590997
2024-09-0120346.302411490255
2024-10-0121519.692510465473
2024-11-0123902.711478371162
2024-12-0124296.866364990325
2025-01-0126910.940167248707
2025-02-0128211.6770188704
2025-03-0126081.980897846694
2025-04-0126897.609788071248
2025-05-0129679.808468032053
2025-06-0130567.93702786901
2025-07-0133649.19649920438
2025-08-0132664.065157334604
2025-09-0134404.21766837099
2025-10-0136887.554724274254
2025-11-0138994.76983438797
2025-12-0143136.68932015205
2026-01-0143562.99615853869
2026-02-0141047.79981617548
2026-03-0135301.017198651956
2026-04-0139665.490117165486
Annual Return Matrix
YearAnnual Return
2017-0.07878611947700087
2018-0.24206703499852955
20190.5531298591624951
2020-0.18347820833237605
20210.27509826620438793
2022-0.1519953523619717
2023-0.02944484646514567
20240.7445005954897301
20250.7754013489701814
2026-0.08046976385285409
Total Factor Risk
0.4217246235615266
VTI.US Exposure
0.7419152025566493
VEA.US Exposure
0.3335572396511147
VWO.US Exposure
0.007687501649161438
QQQ.US Exposure
-0.054891092467742084
VTV.US Exposure
-0.07727873844658972
IJR.US Exposure
0.006185541949580655
QUAL.US Exposure
-0.0634412228874188
SHV.US Exposure
0.005824447122029804
TLT.US Exposure
0.0003535346689567882
LQD.US Exposure
0.021094644984214313
HYG.US Exposure
-0.009971431131472084
GLD.US Exposure
-0.008521185908124307
USO.US Exposure
0.001352614619660187
VNQ.US Exposure
-0.028473828831773528
BTC-USD.CC Exposure
0.0018515137169910617
CPER.US Exposure
-0.00438312749641365
VIX.INDX Exposure
-0.028604956326142038
UUP.US Exposure
0.0022477043854395398
TIP.US Exposure
0.019027367356131156
Idiosyncratic Exposure
0.13446827083574722
Value Score
46.1
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
25.2
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
42.2%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →9.7x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →2.10%
Market Cap$56.1B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$5
Avg Yield on Cost
0.05%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$5.080.05%Solid

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+2.0%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+6.7%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
11.7% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
0.86
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Barclays PLC a high-risk investment?

Barclays PLC (BARC.LSE) has an annualized volatility of 42.2% and experienced a maximum drawdown of 47.6% over the last 10 years. Its primary macro risk driver is VTI.US.

What is the 10-year return of BARC.LSE?

Over the past 10 years, BARC.LSE has generated a Compound Annual Growth Rate (CAGR) of 12.7%. It has had a positive return in 40% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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