Performance analysis of Cato (CATO)
Annual Return
Over the past 3 years, CATO has had an average annual return of -23.18%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, CATO has had an average annual return of -23.21%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, CATO has had an average annual return of -16.77%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Nov 1, 1999, CATO has had an average annual return of +0.77%, underperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.83% | -20.77% | -39.74% | -16.53% | -42.15% | +84.03% | -43.60% | +33.11% | -2.97% | -42.92% | -15.20% | -9.90% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +37.53% | +16.80% | +25.10% | -8.56% | +40.76% | +37.96% | +0.55% | -29.37% | +9.62% | +14.42% | +44.93% | -1.99% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +17.41% | +40.55% | +12.87% | +2.34% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.29% | -1.31% | -5.98% | +1.41% | +12.89% | -0% | +0.93% | +5.83% | |||||
| 2025 | -14.10% | -8.36% | +8.47% | -29.12% | +8.46% | +9.77% | +0.36% | +45.74% | +2.43% | -8.55% | -9.09% | -11.72% | -20.77% |
| 2024 | -5.32% | -2.22% | -9.93% | -16.47% | +24.48% | -4.86% | -7.58% | -4.89% | +6.33% | +30.86% | -51.15% | +22.25% | -39.74% |
| 2023 | +6.54% | -6.94% | -2.57% | -6.67% | -2.30% | +1.73% | +5.85% | -8.82% | +1.07% | -6.92% | -2.95% | +5.71% | -16.53% |
| 2022 | -3.73% | +6.54% | -15.78% | -7.57% | -3.69% | -9.70% | +6.37% | -12.47% | -10.20% | +24.84% | -12.68% | -8.60% | -42.15% |
| 2021 | +18.56% | +8.53% | -2.75% | +11.67% | +15.37% | +9.87% | -2.19% | +4.61% | -3.15% | +6.59% | -6.69% | +5.43% | +84.03% |
| 2020 | -7.82% | +0.81% | -32.47% | +5.53% | -13.85% | -15.67% | -12.10% | +11.26% | -2.25% | -21.74% | +31.70% | +18.98% | -43.60% |
| 2019 | +4.07% | +5.99% | -2.45% | +1.20% | -18.27% | +2.02% | +16.64% | +19.20% | +4.77% | -0.68% | +8.98% | -7.02% | +33.11% |
| 2018 | -25.38% | -4.38% | +33.30% | +9.97% | +40.84% | +9.32% | +1.14% | -13.86% | -0.46% | -8.28% | -21.63% | -3.36% | -2.97% |
| 2017 | -15.59% | -1.50% | -11.00% | +2.73% | -10.64% | -11.32% | -3.30% | -22.63% | +3.05% | -2.80% | +22.70% | +3.04% | -42.92% |
Drawdown analysis of Cato (CATO)
The maximum drawdown for the CATO was -90.64%, occurring on Apr 14, 2025. This drawdown has not yet recovered.
The current CATO drawdown is -86.51%.
Since Nov 1, 1999 CATO has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 11 times
- 10% or more: 18 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -90.64% | Feb 23, 2015 | 2551 | Apr 14, 2025 | Ongoing | Ongoing | Ongoing |
| -50.73% | Jun 29, 2006 | 585 | Oct 24, 2008 | 364 | Apr 8, 2010 | 949 |
| -47.61% | May 16, 2002 | 101 | Oct 9, 2002 | 525 | Nov 9, 2004 | 626 |
| -34.13% | May 22, 2001 | 80 | Sep 20, 2001 | 120 | Mar 14, 2002 | 200 |
| -27.94% | Nov 29, 1999 | 54 | Feb 15, 2000 | 157 | Sep 28, 2000 | 211 |
| -27.79% | Jul 6, 2011 | 62 | Oct 3, 2011 | 170 | Jun 6, 2012 | 232 |
| -25.36% | Feb 13, 2001 | 34 | Apr 3, 2001 | 30 | May 16, 2001 | 64 |
| -23.93% | Nov 21, 2013 | 84 | Mar 26, 2014 | 101 | Aug 19, 2014 | 185 |
| -23.79% | Sep 6, 2012 | 154 | Apr 22, 2013 | 126 | Oct 18, 2013 | 280 |
| -23.03% | Mar 17, 2005 | 31 | May 2, 2005 | 131 | Nov 4, 2005 | 162 |
| -21.09% | Dec 7, 2010 | 69 | Mar 17, 2011 | 65 | Jun 20, 2011 | 134 |
| -19.23% | Sep 28, 2000 | 18 | Oct 24, 2000 | 23 | Nov 27, 2000 | 41 |
| -15.91% | Dec 14, 2005 | 24 | Jan 20, 2006 | 49 | Mar 31, 2006 | 73 |
| -14.10% | May 12, 2010 | 37 | Jul 6, 2010 | 48 | Sep 13, 2010 | 85 |
| -13.28% | Jul 3, 2012 | 20 | Aug 1, 2012 | 25 | Sep 6, 2012 | 45 |
| -11.07% | Nov 16, 1999 | 6 | Nov 24, 1999 | 2 | Nov 29, 1999 | 8 |
| -10.55% | Apr 29, 2010 | 6 | May 7, 2010 | 3 | May 12, 2010 | 9 |
| -10.17% | May 5, 2006 | 12 | May 23, 2006 | 21 | Jun 22, 2006 | 33 |
| -9.68% | Feb 14, 2005 | 5 | Feb 22, 2005 | 16 | Mar 16, 2005 | 21 |
| -9.26% | Mar 31, 2006 | 10 | Apr 17, 2006 | 13 | May 4, 2006 | 23 |
| -8.92% | Nov 28, 2000 | 7 | Dec 7, 2000 | 2 | Dec 11, 2000 | 9 |
| -8.39% | Mar 19, 2002 | 10 | Apr 3, 2002 | 9 | Apr 16, 2002 | 19 |
| -8.35% | Dec 11, 2000 | 9 | Dec 22, 2000 | 2 | Dec 27, 2000 | 11 |
| -8.30% | Nov 10, 2005 | 3 | Nov 15, 2005 | 13 | Dec 5, 2005 | 16 |
| -7.72% | Sep 18, 2014 | 13 | Oct 7, 2014 | 26 | Nov 12, 2014 | 39 |