CAT: Caterpillar Inc (STOCK)
Basic Info 354.79 3.01(0.86%) May 10
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/31/1970 |
Last Dividend Date: | 04/19/2024 |
12-Mo. Yield | 2.44% |
Expenses | - |
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Performance Analytics (As of 05/10/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | 1972 | 1971 | 1970 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 5.4 | 21.0 | 69.5 | 15.9 | 24.9 | 16.1 | 18.9 | 15.1 | 10.6 | 26.0 | 18.6 | 16.0 | 27.0 | 19.5 | -17.6 | 75.0 | 42.1 | -23.0 | 4.2 | 3.4 | 1.6 | -1.5 | 68.5 | 33.2 | -36.8 | 20.5 | 7.9 | 21.8 | 22.1 | 90.9 | -7.0 | 16.9 | 8.0 | 2.3 | -5.2 | 28.9 | 28.1 | 6.6 | 23.9 | 66.0 | 22.2 | -6.6 | -18.8 | -9.0 | 2.6 | 54.5 | -4.5 | 35.5 | -34.4 | 17.8 | -27.7 | -4.3 | 7.4 | -8.1 | 7.1 | -5.4 | 24.7 | 43.8 | -27.6 | 0.8 | 40.7 | 10.5 | 0.0 |
Sharpe Ratio | NA | 2.56 | 2.4 | 0.47 | 0.72 | 0.51 | NA | NA | 0.25 | 0.77 | 0.52 | 0.63 | 0.59 | 0.67 | -0.58 | 3.7 | 1.56 | -0.9 | 0.21 | 0.19 | 0.06 | -0.04 | 2.16 | 0.64 | -0.74 | 0.76 | 0.16 | 0.77 | 0.89 | 3.26 | -0.23 | 0.41 | 0.09 | -0.02 | -0.22 | 0.8 | 0.91 | 0.09 | 0.8 | 3.02 | 0.67 | -0.36 | -0.84 | -0.73 | -0.08 | 1.11 | -0.28 | 1.19 | -1.15 | 0.41 | -1.08 | -0.69 | -0.03 | -0.99 | 0.1 | -0.52 | 1.26 | 1.64 | -1.03 | -0.15 | 2.06 | 0.28 | NA |
Draw Down(%) | NA | 12.4 | 21.3 | 31.8 | 38.6 | 44.6 | NA | NA | 73.4 | 21.8 | 30.1 | 22.4 | 38.6 | 20.3 | 33.1 | 7.7 | 13.8 | 28.8 | 18.7 | 18.6 | 31.2 | 38.6 | 22.1 | 52.2 | 60.9 | 21.7 | 26.7 | 17.3 | 16.5 | 11.8 | 41.7 | 24.8 | 39.9 | 33.8 | 33.7 | 26.6 | 14.3 | 30.3 | 17.2 | 9.6 | 24.5 | 31.1 | 43.2 | 21.4 | 20.8 | 43.1 | 33.5 | 15.2 | 45.6 | 23.5 | 39.6 | 31.3 | 23.6 | 21.4 | 16.9 | 15.9 | 13.7 | 12.4 | 41.3 | 22.8 | 12.1 | 31.4 | 0.0 |
Standard Deviation(%) | NA | 25.7 | 27.4 | 29.1 | 32.4 | 29.5 | NA | NA | 30.1 | 28.5 | 33.5 | 25.5 | 45.3 | 27.0 | 32.8 | 20.2 | 26.8 | 25.6 | 19.9 | 18.0 | 26.2 | 37.4 | 31.7 | 52.1 | 50.6 | 23.2 | 28.7 | 25.6 | 23.7 | 27.6 | 34.8 | 36.1 | 42.3 | 42.9 | 38.9 | 31.5 | 26.9 | 31.9 | 26.3 | 21.1 | 29.3 | 28.9 | 28.6 | 20.3 | 24.1 | 45.2 | 30.9 | 25.4 | 35.5 | 28.1 | 32.6 | 20.9 | 23.6 | 15.3 | 21.2 | 17.5 | 16.8 | 24.2 | 32.1 | 28.0 | 18.5 | 27.2 | 0.0 |
Treynor Ratio | NA | 0.48 | 0.5 | 0.15 | 0.24 | 0.14 | NA | NA | 0.07 | 0.2 | 0.22 | 0.17 | 0.27 | 0.13 | -0.13 | 0.51 | 0.31 | -0.22 | 0.04 | 0.04 | 0.01 | -0.01 | 0.47 | 0.22 | -0.37 | 0.18 | 0.03 | 0.14 | 0.16 | 0.84 | -0.08 | 0.14 | 0.06 | -0.02 | -0.08 | 0.28 | 0.26 | 0.02 | 0.16 | 1.19 | 0.2 | -0.12 | -0.25 | -0.2 | -0.02 | 0.5 | -0.11 | 0.39 | -0.3 | 0.12 | -0.35 | -0.28 | -0.01 | -1.54 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 |
Alpha | NA | 0.08 | 0.1 | 0.04 | 0.05 | 0.02 | NA | NA | 0.02 | 0.0 | 0.14 | -0.02 | 0.04 | -0.07 | -0.03 | 0.12 | 0.09 | -0.1 | -0.03 | -0.09 | -0.07 | 0.0 | 0.14 | 0.01 | 0.02 | 0.06 | -0.04 | 0.07 | 0.04 | 0.16 | 0.08 | 0.13 | 0.08 | 0.0 | -0.1 | 0.01 | 0.03 | -0.15 | 0.09 | 0.18 | 0.06 | -0.11 | -0.06 | -0.11 | -0.04 | 0.17 | -0.03 | 0.06 | -0.16 | 0.02 | -0.18 | -0.01 | -0.05 | -0.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.38 | 1.32 | 0.91 | 0.96 | 1.06 | NA | NA | 1.04 | 1.1 | 0.78 | 0.92 | 0.99 | 1.44 | 1.47 | 1.47 | 1.37 | 1.03 | 1.07 | 0.96 | 1.49 | 1.41 | 1.46 | 1.49 | 1.02 | 0.98 | 1.5 | 1.43 | 1.3 | 1.07 | 1.0 | 1.03 | 0.71 | 0.5 | 1.01 | 0.91 | 0.95 | 1.58 | 1.28 | 0.54 | 0.97 | 0.9 | 0.97 | 0.72 | 0.93 | 1.0 | 0.79 | 0.77 | 1.37 | 0.97 | 0.99 | 0.5 | 0.77 | 0.1 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.4 | 0.31 | 0.29 | 0.4 | 0.41 | NA | NA | 0.32 | 0.25 | 0.32 | 0.22 | 0.58 | 0.44 | 0.59 | 0.23 | 0.44 | 0.4 | 0.38 | 0.35 | 0.52 | 0.77 | 0.69 | 0.6 | 0.68 | 0.46 | 0.29 | 0.34 | 0.37 | 0.43 | 0.55 | 0.38 | 0.14 | 0.05 | 0.28 | 0.28 | 0.17 | 0.15 | 0.23 | 0.05 | 0.11 | 0.21 | 0.3 | 0.22 | 0.44 | 0.54 | 0.18 | 0.12 | 0.25 | 0.21 | 0.31 | 0.12 | 0.29 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.1 | 2.2 | 2.3 | 2.7 | 3.0 | 2.1 | 3.3 | 4.5 | 3.2 | 3.6 | 1.8 | 2.6 | 1.9 | 2.9 | 3.6 | 2.2 | 2.2 | 1.9 | 2.8 | 3.8 | 5.9 | 5.4 | 6.0 | 5.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -48.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.2 | 7.9 | 3.9 | 9.0 | 15.2 | 5.8 | 0.6 | 4.8 | -8.1 | 86.0 | -30.6 | 37.8 | 4.7 | 2.4 | 7.7 | 18.2 | 20.0 | -16.7 | -15.4 | 9.9 | 1.4 | 1.4 | 4.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1962
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