Performance analysis of Cabot (CBT)
Annual Return
Over the past 3 years, CBT has had an average annual return of +10.95%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, CBT has had an average annual return of +13.81%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, CBT has had an average annual return of +8.71%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, CBT has had an average annual return of +10.59%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +35.62% | -25.67% | +11.23% | +27.62% | +21.33% | +28.45% | -2.08% | +14.23% | -28.70% | +24.61% | +26.56% | -4.75% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -13.26% | +31.72% | +26.39% | -12.88% | +47.09% | +79.13% | -52.82% | -22.11% | +23.97% | -5.61% | +23.54% | +22.53% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -24.17% | +37.17% | +125.03% | +9.32% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.92% | +6.10% | -1.09% | +2.19% | +14.32% | +3.78% | -2.14% | +35.62% | |||||
| 2025 | -5.30% | -0.05% | -3.33% | -5.53% | -4.33% | +0.41% | -3.76% | +13.62% | -6.76% | -11.27% | -6.61% | +5.93% | -25.67% |
| 2024 | -13.65% | +18.39% | +8.53% | -1.05% | +12.61% | -10.18% | +9.14% | +5.23% | +6.34% | -3.53% | +2.06% | -16.70% | +11.23% |
| 2023 | +12.70% | +6.08% | -3.63% | -6.37% | -4.02% | -2.32% | +6.15% | +2.65% | -4.40% | -4.03% | +14.76% | +10.01% | +27.62% |
| 2022 | -2.15% | +33.72% | -6.49% | -3.74% | +15.41% | -15.63% | +16.41% | -2.62% | -11.23% | +15.01% | +0.69% | -9.21% | +21.33% |
| 2021 | -2.16% | +12.90% | +6.52% | +4.65% | +16.49% | -10.46% | -3.28% | -2.37% | -6.14% | +6.44% | -1.01% | +7.09% | +28.45% |
| 2020 | -16.14% | -5.31% | -30.12% | +29.75% | +6.41% | +3.72% | -1.54% | +2.39% | -2.65% | +5.49% | +9.82% | +8.38% | -2.08% |
| 2019 | +9.20% | +0.69% | -11.20% | +9.01% | -11.23% | +19.45% | -6.27% | -9.76% | +13.30% | -3.82% | +8.59% | +1.13% | +14.23% |
| 2018 | +9.82% | -10.59% | -7.41% | +0.25% | +8.47% | +2.52% | +7.01% | -1.29% | -3.39% | -22.39% | +1.76% | -12.72% | -28.70% |
| 2017 | +9.56% | +5.26% | +3.33% | +0.47% | -12.71% | +2.30% | +1.69% | -2.45% | +5.92% | +9.25% | +0.98% | +0.57% | +24.61% |
Drawdown analysis of Cabot (CBT)
The maximum drawdown for the CBT was -82.88%, occurring on Mar 9, 2009. Recovery took 480 trading sessions.
The current CBT drawdown is -21.02%.
Since Nov 1, 1999 CBT has experienced the following drawdowns:
- 50% or more: 4 times
- 40% or more: 6 times
- 30% or more: 7 times
- 20% or more: 12 times
- 10% or more: 22 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -82.88% | Apr 25, 2007 | 471 | Mar 9, 2009 | 480 | Feb 1, 2011 | 951 |
| -67.20% | Jan 26, 2018 | 540 | Mar 20, 2020 | 284 | May 6, 2021 | 824 |
| -52.51% | Oct 23, 2001 | 242 | Oct 9, 2002 | 428 | Jun 23, 2004 | 670 |
| -50.85% | Apr 5, 2011 | 125 | Oct 3, 2011 | 515 | Oct 21, 2013 | 640 |
| -48.79% | Nov 6, 2024 | 260 | Nov 20, 2025 | Ongoing | Ongoing | Ongoing |
| -47.44% | Jun 17, 2014 | 324 | Sep 29, 2015 | 339 | Feb 2, 2017 | 663 |
| -30.64% | Jun 30, 2004 | 220 | May 13, 2005 | 359 | Oct 16, 2006 | 579 |
| -25.32% | Jun 4, 2021 | 75 | Sep 21, 2021 | 97 | Feb 8, 2022 | 172 |
| -23.99% | Feb 15, 2001 | 24 | Mar 22, 2001 | 99 | Aug 13, 2001 | 123 |
| -23.16% | Mar 3, 2023 | 77 | Jun 23, 2023 | 123 | Dec 18, 2023 | 200 |
| -23.03% | Aug 22, 2000 | 22 | Sep 22, 2000 | 28 | Nov 1, 2000 | 50 |
| -22.39% | Jun 6, 2022 | 12 | Jun 23, 2022 | 37 | Aug 16, 2022 | 49 |
| -19.79% | Aug 16, 2022 | 40 | Oct 12, 2022 | 84 | Feb 13, 2023 | 124 |
| -17.84% | Mar 31, 2000 | 16 | Apr 25, 2000 | 50 | Jul 6, 2000 | 66 |
| -17.55% | Dec 26, 2023 | 27 | Feb 5, 2024 | 19 | Mar 4, 2024 | 46 |
| -16.67% | Apr 25, 2017 | 17 | May 18, 2017 | 115 | Oct 31, 2017 | 132 |
| -15.60% | Sep 4, 2001 | 9 | Sep 21, 2001 | 22 | Oct 23, 2001 | 31 |
| -15.03% | May 20, 2024 | 52 | Aug 5, 2024 | 14 | Aug 23, 2024 | 66 |
| -13.66% | Jan 19, 2000 | 30 | Mar 2, 2000 | 3 | Mar 7, 2000 | 33 |
| -12.90% | Feb 16, 2022 | 57 | May 10, 2022 | 13 | May 27, 2022 | 70 |
| -12.39% | Nov 6, 2017 | 27 | Dec 14, 2017 | 14 | Jan 5, 2018 | 41 |
| -10.99% | Jan 16, 2014 | 11 | Feb 3, 2014 | 9 | Feb 14, 2014 | 20 |
| -9.47% | Nov 21, 2000 | 1 | Nov 22, 2000 | 7 | Dec 4, 2000 | 8 |
| -7.85% | Feb 18, 2011 | 3 | Feb 24, 2011 | 12 | Mar 14, 2011 | 15 |
| -7.69% | Apr 9, 2024 | 7 | Apr 18, 2024 | 13 | May 7, 2024 | 20 |