Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CAT (Caterpillar Inc.) 64.87% 172.14% 64.15% 33.34% 31.49% 19.07% 16.84% … …
Data as of 06/04/2026, Common starting date is 12/31/1970
More Performance Analytics Comparison
Name Start Date End Date
CAT (Caterpillar Inc.) 12/31/1970 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 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 (%) 5.95 172.14 64.15 33.34 31.49 19.07 16.84 … … 64.87 60.30 24.66 25.95 18.60 15.95 26.97 19.51 -17.56 75.03 42.11 -22.97 4.16 3.42 1.60 -1.45 68.53 33.22 -36.80 20.48 7.86 21.78 22.08 90.85 -6.97 16.93 8.02 2.31 -5.15 28.90 28.09 6.58 23.88 65.97 22.22 -6.65 -18.79 -9.04 2.62 54.52 -4.46 35.48 -34.39 17.76 -27.70 -4.31 7.41 -8.09 7.06 -5.39 24.73 43.81 -27.61 0.75 40.74 10.53 0.00
Sharpe Ratio NA 4.48 1.95 0.96 0.96 NA NA … … 4.64 1.82 0.81 0.79 0.51 0.63 0.59 0.67 -0.58 3.70 1.56 -0.90 0.21 0.19 0.06 -0.04 2.16 0.64 -0.74 0.75 0.16 0.76 0.89 3.26 -0.23 0.41 0.09 -0.02 -0.22 0.80 0.90 0.08 0.79 3.01 0.67 -0.36 -0.85 -0.74 -0.09 1.11 -0.28 1.18 -1.16 0.41 -1.09 -0.71 -0.05 -1.01 0.09 -0.53 1.25 1.63 -1.04 -0.16 2.05 0.27 NA
Standard Deviation(%) NA 33.26 30.62 30.38 30.82 NA NA … … 39.40 31.78 25.99 28.48 33.51 25.47 45.26 27.02 32.78 20.20 26.81 25.57 19.92 17.99 26.23 37.44 31.65 52.13 50.64 23.22 28.73 25.63 23.65 27.64 34.79 36.09 42.35 42.89 38.90 31.50 26.90 31.86 26.26 21.07 29.28 28.93 28.64 20.33 24.07 45.25 30.90 25.38 35.50 28.15 32.61 20.85 23.63 15.27 21.22 17.50 16.81 24.16 32.09 28.00 18.52 27.15 0.00
Draw Down(%) NA 13.88 34.05 34.05 43.36 NA NA … … 13.88 32.80 15.83 21.80 30.09 22.40 38.55 20.30 33.10 7.71 13.76 28.77 18.68 18.64 31.17 38.61 22.08 52.23 60.94 21.65 26.65 17.27 16.49 11.83 41.71 24.81 39.92 33.78 33.68 26.56 14.29 30.29 17.18 9.61 24.49 31.13 43.17 21.40 20.84 43.15 33.48 15.16 45.61 23.47 39.64 31.27 23.58 21.40 16.89 15.95 13.68 12.35 41.27 22.84 12.10 31.39 0.00
Yield(%) 0.00 1.73 2.53 2.14 5.76 3.79 4.66 … … 0.50 1.62 1.85 2.09 2.23 2.35 2.74 2.99 2.09 3.30 4.53 3.20 3.56 1.84 2.64 1.91 2.94 3.58 2.21 2.16 1.90 2.78 3.77 5.95 5.42 5.96 5.47 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 12/31/1970
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CAT (Caterpillar Inc.) -28.86%
Feb 2006 – Feb 2009 		-10.58%
Nov 1979 – Nov 1984 		-4.14%
Nov 1980 – Nov 1990 		-2.18%
Nov 1976 – Nov 1991
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CAT (Caterpillar Inc.) 71.35%
Feb 2009 – Feb 2012 		37.76%
Sep 2002 – Sep 2007 		31.24%
May 2016 – May 2026 		22.30%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return