Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CATO (The Cato Corporation) | 6.15% | 24.24% | -21.44% | -23.16% | -17.14% | -8.20% | -4.66% | … | … |
Data as of 06/04/2026, Common starting date is 04/22/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CATO (The Cato Corporation) | 04/22/1987 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 24.24 | -21.44 | -23.16 | -17.14 | -8.20 | -4.66 | … | … | 6.15 | -21.03 | -39.37 | -16.51 | -42.20 | 84.02 | -43.53 | 32.97 | -2.99 | -42.89 | -15.16 | -9.91 | 37.67 | 16.79 | 25.64 | -8.69 | 40.64 | 37.80 | 0.43 | -29.46 | 9.48 | -23.74 | 44.68 | -2.13 | 17.41 | 40.51 | 12.57 | 31.18 | 12.54 | 83.85 | -33.71 | 9.99 | -63.16 | 28.23 | 62.73 | 1,917.39 | -80.01 | -10.30 | -0.77 | -63.84 |
| Sharpe Ratio | NA | 0.33 | -0.46 | -0.49 | -0.37 | NA | NA | … | … | 0.20 | -0.34 | -0.75 | -0.73 | -1.14 | 1.71 | -0.66 | 0.82 | -0.08 | -0.98 | -0.43 | -0.38 | 1.20 | 0.72 | 0.79 | -0.21 | 1.24 | 0.72 | -0.01 | -0.64 | 0.18 | -0.48 | 1.63 | -0.08 | 0.37 | 0.84 | 0.17 | 0.48 | 0.11 | 1.21 | -0.72 | 0.11 | -0.87 | 0.55 | 1.23 | 14.04 | -0.56 | -0.17 | -0.04 | -0.90 |
| Standard Deviation(%) | NA | 62.30 | 58.85 | 51.87 | 50.79 | NA | NA | … | … | 49.70 | 71.83 | 61.48 | 28.77 | 38.40 | 49.11 | 66.00 | 38.46 | 51.38 | 44.60 | 35.71 | 26.46 | 31.37 | 23.27 | 32.66 | 42.36 | 32.76 | 52.27 | 65.91 | 50.68 | 35.39 | 53.65 | 26.77 | 34.83 | 43.75 | 46.33 | 50.38 | 57.73 | 81.28 | 65.80 | 51.43 | 55.66 | 76.34 | 47.29 | 48.73 | 134.58 | 152.60 | 93.43 | 123.52 | 90.06 |
| Draw Down(%) | NA | 43.64 | 69.43 | 85.17 | 89.73 | NA | NA | … | … | 24.65 | 41.79 | 54.04 | 31.96 | 49.84 | 23.07 | 64.57 | 19.47 | 46.89 | 57.32 | 27.07 | 25.35 | 18.73 | 18.75 | 13.95 | 27.82 | 14.38 | 25.91 | 38.13 | 45.14 | 16.83 | 43.99 | 11.85 | 24.63 | 47.61 | 34.13 | 25.74 | 28.66 | 59.18 | 33.51 | 53.73 | 41.89 | 72.30 | 35.48 | 33.82 | 33.33 | 83.49 | 35.02 | 36.53 | 73.79 |
| Yield(%) | 0.00 | 0.00 | 4.27 | 2.90 | 1.93 | 3.63 | 3.94 | … | … | 0.00 | 0.00 | 6.98 | 7.09 | 3.91 | 4.96 | 1.92 | 9.23 | 8.13 | 4.37 | 3.52 | 2.86 | 3.78 | 0.74 | 12.12 | 3.01 | 3.47 | 4.29 | 4.17 | 2.66 | 2.57 | 2.61 | 3.18 | 2.78 | 2.84 | 2.88 | 3.28 | 3.04 | 2.12 | 4.49 | 2.38 | 2.56 | 0.84 | 0.57 | 0.48 | 0.00 | 0.67 | 2.25 | 2.12 | 0.57 |
Data as of 06/04/2026, Common starting date is 04/22/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATO (The Cato Corporation) |
-47.10%
Aug 1987 – Aug 1990 |
-26.04%
Oct 2015 – Oct 2020 |
-19.84%
Apr 2015 – Apr 2025 |
-9.50%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CATO (The Cato Corporation) |
203.88%
Dec 1990 – Dec 1993 |
62.61%
Dec 1990 – Dec 1995 |
38.14%
Jan 1991 – Jan 2001 |
28.10%
Dec 1990 – Dec 2005 |
Annualized Rolling Returns Comparison Chart