Barnes & Noble Education Inc

10-Year Study

BNED.US · Consumer Cyclical · US · Common Stock

Executive Summary: Barnes & Noble Education Inc has compounded at -36.6% annually over the last 10 years, with a maximum drawdown of 99.4% and an annualized volatility of 141.5%.

1Y CAGR
-15.0%
3Y CAGR
-58.9%
5Y CAGR
-58.9%
10Y CAGR
-36.6%

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 →
99.4%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
-0.05
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
-0.08
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
86.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2021 · +46.5%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2024 · -93.3%
% 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.
2026-2.6-3.42.117.3————————12.7%
202511.5-12.87.60.314.2-2.2-25.0-2.315.3-8.22.4-1.7-8.5%
2024-42.512.6-25.0-72.0121.7-85.866.322.2-28.80.417.6-8.2-93.3%
202332.0-10.8-26.22.6-10.9-9.416.7-13.6-14.2-6.48.834.2-14.9%
2022-11.6-9.0-34.7-15.1-17.416.7-7.5-5.5-6.316.3-9.0-31.1-74.3%
202126.010.425.8-2.83.3-11.815.8-2.322.43.9-32.4-3.046.5%
2020-19.4-3.8-58.931.6-13.43.232.57.513.2-10.957.828.18.9%
201942.620.5-39.02.4-26.36.04.211.4-20.031.722.6-15.36.5%
2018-19.39.8-5.64.4-11.8-11.0-0.46.4-3.7-0.916.8-39.9-51.3%
2017-12.4-4.5-0.18.6-8.812.0-32.0-28.425.7-16.310.836.4-28.2%
2016———-4.51.56.813.9-3.2-14.5-2.722.10.917.0%

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 141.5%. The dominant macroeconomic risk driver is SHV.US, accounting for 28.1% of variance. Idiosyncratic stock-specific factors contribute 35.8%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-019551.020408163266
2016-05-019693.877551020409
2016-06-0110357.142857142859
2016-07-0111795.918367346938
2016-08-0111418.367346938776
2016-09-019765.30612244898
2016-10-019500
2016-11-0111602.040816326531
2016-12-0111704.08163265306
2017-01-0110255.102040816326
2017-02-019795.918367346938
2017-03-019785.714285714286
2017-04-0110622.448979591836
2017-05-019683.673469387755
2017-06-0110846.938775510203
2017-07-017377.551020408163
2017-08-015285.714285714286
2017-09-016642.857142857142
2017-10-015561.224489795918
2017-11-016163.265306122448
2017-12-018408.163265306122
2018-01-016785.714285714286
2018-02-017448.979591836735
2018-03-017030.6122448979595
2018-04-017336.734693877551
2018-05-016469.3877551020405
2018-06-015755.102040816327
2018-07-015734.693877551021
2018-08-016102.04081632653
2018-09-015877.551020408164
2018-10-015826.530612244898
2018-11-016806.122448979591
2018-12-014091.8367346938776
2019-01-015836.734693877551
2019-02-017030.6122448979595
2019-03-014285.714285714285
2019-04-014387.755102040816
2019-05-013234.6938775510203
2019-06-013428.5714285714284
2019-07-013571.4285714285716
2019-08-013979.591836734694
2019-09-013183.673469387755
2019-10-014193.877551020408
2019-11-015142.857142857142
2019-12-014357.142857142857
2020-01-013510.204081632653
2020-02-013377.5510204081634
2020-03-011387.7551020408164
2020-04-011826.5306122448978
2020-05-011581.6326530612246
2020-06-011632.6530612244896
2020-07-012163.265306122449
2020-08-012326.530612244898
2020-09-012632.6530612244896
2020-10-012346.9387755102043
2020-11-013704.081632653061
2020-12-014744.897959183674
2021-01-015979.591836734693
2021-02-016602.040816326531
2021-03-018306.122448979591
2021-04-018071.428571428572
2021-05-018336.734693877552
2021-06-017357.142857142858
2021-07-018520.408163265307
2021-08-018326.530612244898
2021-09-0110193.877551020407
2021-10-0110591.836734693878
2021-11-017163.265306122449
2021-12-016948.9795918367345
2022-01-016142.857142857143
2022-02-015591.836734693878
2022-03-013653.0612244897957
2022-04-013102.0408163265306
2022-05-012561.2244897959185
2022-06-012989.7959183673465
2022-07-012765.3061224489793
2022-08-012612.244897959184
2022-09-012448.9795918367345
2022-10-012846.9387755102043
2022-11-012591.8367346938776
2022-12-011785.7142857142858
2023-01-012357.142857142857
2023-02-012102.0408163265306
2023-03-011551.0204081632653
2023-04-011591.8367346938776
2023-05-011418.3673469387757
2023-06-011285.7142857142856
2023-07-011500
2023-08-011295.9183673469388
2023-09-011112.2448979591836
2023-10-011040.8163265306123
2023-11-011132.6530612244899
2023-12-011520.408163265306
2024-01-01874.4897959183675
2024-02-01984.6938775510204
2024-03-01738.7755102040818
2024-04-01207.14285714285717
2024-05-01459.18367346938777
2024-06-0165.3061224489796
2024-07-01108.57142857142857
2024-08-01132.6530612244898
2024-09-0194.48979591836734
2024-10-0194.89795918367348
2024-11-01111.63265306122449
2024-12-01102.44897959183673
2025-01-01114.18367346938776
2025-02-0199.59183673469389
2025-03-01107.14285714285714
2025-04-01107.44897959183673
2025-05-01122.75510204081631
2025-06-01120.10204081632652
2025-07-0190.10204081632652
2025-08-0188.06122448979593
2025-09-01101.53061224489794
2025-10-0193.16326530612245
2025-11-0195.40816326530611
2025-12-0193.77551020408163
2026-01-0191.32653061224488
2026-02-0188.26530612244898
2026-03-0190.10204081632652
2026-04-01105.71428571428571
Annual Return Matrix
YearAnnual Return
2017-0.2816041848299913
2018-0.5133495145631068
20190.06483790523690769
20200.08899297423887598
20210.46451612903225814
2022-0.7430249632892805
2023-0.14857142857142858
2024-0.9326174496644295
2025-0.08466135458167323
20260.1273122959738846
Total Factor Risk
1.415467904069872
VTI.US Exposure
0.04895668286628955
VEA.US Exposure
-0.009794412554345561
VWO.US Exposure
-0.008181319648131097
QQQ.US Exposure
0.0025992877212429673
VTV.US Exposure
-0.0102013593021224
IJR.US Exposure
0.05616863363362181
QUAL.US Exposure
-0.013595912843236729
SHV.US Exposure
0.2808489566733225
TLT.US Exposure
0.0016368772796787636
LQD.US Exposure
0.06249314756332386
HYG.US Exposure
0.04586861078027454
GLD.US Exposure
-0.0006219985967620592
USO.US Exposure
-0.00014387037126195736
VNQ.US Exposure
0.04777017278673135
BTC-USD.CC Exposure
0.010118794970270031
CPER.US Exposure
0.003721990084687665
VIX.INDX Exposure
-0.00627306948274145
UUP.US Exposure
0.06258066959028254
TIP.US Exposure
0.06835346381436926
Idiosyncratic Exposure
0.3576946550345065
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
0
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
141.5%

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 →N/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.00%
Market Cap$308.7M
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
$0
Avg Yield on Cost
0.00%

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 →
+17.5%
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 →
+15.4%
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 →
14.9% 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 →
1.31
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Barnes & Noble Education Inc a high-risk investment?

Barnes & Noble Education Inc (BNED.US) has an annualized volatility of 141.5% and experienced a maximum drawdown of 99.4% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of BNED.US?

Over the past 10 years, BNED.US has generated a Compound Annual Growth Rate (CAGR) of -36.6%. 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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