The Cato Corporation (CATO) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$2,569
Total Return
-74.31%
CAGR
-23.80%
Dividends
$1,550.16
Yield on Cost
15.50%
Rolling Returns
1-Month (21 Trading Days)
| Average | -1.57% |
| Median | -2.76% |
| Best | +64.54% |
| Worst | -51.45% |
| % of Windows Positive | 38.5% |
1-Year (252 Trading Days)
| Average | -27.95% |
| Median | -30.96% |
| Best | +34.98% |
| Worst | -56.37% |
| % of Windows Positive | 6.6% |
3-Year (756 Trading Days)
| Average | -65.24% |
| Median | -63.80% |
| Best | -43.98% |
| Worst | -81.53% |
| % of Windows Positive | 0.0% |
Risk Metrics
| Maximum Drawdown | -85.89% |
| Average Drawdown | -54.64% |
| Drawdown Duration | 1145 Trading Days (Unrecovered) |
| Sortino Ratio | -0.39 |
| Calmar Ratio | -0.28 |
| CVaR (5%) | -7.08% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +8.09% (+20.26% ann.) | +$809.06 | $0.00 | $0.00 | $0.00 |
| 2025 | -20.77% | $2076.92 | $0.00 | $0.00 | $0.00 |
| 2024 | -40.90% | $4090.31 | $732.33 | $146.47 | $1.17 |
| 2023 | -17.97% | $1796.98 | $746.99 | $149.40 | $1.19 |
| 2022 | -42.87% | $4286.72 | $402.71 | $80.54 | $0.64 |
| 2021 | +82.99% | +$8299.01 | $472.70 | $94.54 | $0.76 |
| 2020 | -43.86% | $4385.66 | $189.66 | $37.93 | $0.30 |
| 2019 | +30.79% | +$3079.38 | $952.32 | $190.46 | $1.52 |
| 2018 | -4.50% | $449.63 | $850.05 | $170.01 | $1.36 |
| 2017 | -43.77% | $4377.32 | $447.57 | $89.51 | $0.72 |
| 2016 | -15.83% | $1582.95 | $354.10 | $70.82 | $0.57 |
| 2015 | -10.47% | $1047.12 | $287.13 | $57.43 | $0.46 |
| 2014 | +36.54% | +$3653.69 | $381.87 | $76.37 | $0.61 |
| 2013 | +16.62% | +$1662.16 | $73.08 | $14.62 | $0.12 |
| 2012 | +23.58% | +$2357.78 | $1252.12 | $250.42 | $2.00 |
| 2011 | -9.20% | $920.14 | $322.55 | $64.51 | $0.52 |
| 2010 | +39.92% | +$3991.90 | $362.37 | $72.47 | $0.58 |
| 2009 | +36.92% | +$3691.89 | $442.57 | $88.51 | $0.71 |
| 2008 | -0.29% | $28.75 | $426.77 | $85.35 | $0.68 |
| 2007 | -29.83% | $2983.28 | $284.08 | $56.82 | $0.45 |
| 2006 | +9.05% | +$904.69 | $272.62 | $54.52 | $0.44 |
| 2005 | +13.86% | +$1385.62 | $265.69 | $53.14 | $0.43 |
| 2004 | +44.05% | +$4404.86 | $337.43 | $67.49 | $0.54 |
| 2003 | -2.61% | $261.15 | $294.73 | $58.95 | $0.47 |
| 2002 | +16.76% | +$1676.20 | $312.06 | $62.41 | $0.50 |
| 2001 | +42.12% | +$4211.78 | $539.93 | $107.99 | $0.86 |
| 2000 | +12.10% | +$1209.98 | $340.54 | $68.11 | $0.54 |
| 1999 | +30.54% | +$3053.76 | $286.39 | $57.28 | $0.45 |
| 1998 | +12.29% | +$1229.21 | $215.02 | $43.01 | $0.34 |
| 1997 | +81.02% | +$8102.40 | $322.72 | $64.54 | $0.52 |
| 1996 | -34.23% | $3422.55 | $207.70 | $41.55 | $0.34 |
| 1995 | +8.93% | +$892.69 | $222.32 | $44.46 | $0.37 |
| 1994 | -63.34% | $6333.55 | $72.72 | $14.54 | $0.11 |
| 1993 | +28.10% | +$2810.34 | $56.24 | $11.25 | $0.09 |
| 1992 | +62.54% | +$6253.83 | $41.42 | $8.29 | $0.07 |
| 1991 | +1917.40% | +$191739.71 | $0.00 | $0.00 | $0.00 |
| 1990 | -80.06% | $8005.73 | $55.17 | $11.03 | $0.10 |
| 1989 | -10.83% | $1083.08 | $194.94 | $38.99 | $0.34 |
| 1988 | -1.40% | $140.07 | $189.30 | $37.86 | $0.34 |
| 1987 partial | -64.21% (-77.31% ann.) | $6421.05 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +54.81% | +10.00% | +$5481.25 | $1344.07 | $268.85 | $2.15 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +42.48% | +14.75% | +$4247.85 | $1448.58 | $289.72 | $2.32 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +116.17% | +16.68% | +$11617.24 | $2526.47 | $505.30 | $4.04 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -32.80% | -24.53% | $3280.37 | $491.27 | $98.25 | $0.79 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +115.34% | +25.51% | +$11533.53 | $1884.51 | $376.90 | $3.02 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | -14.12% | -1.99% | $1412.00 | $4204.03 | $840.80 | $6.72 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -31.62% | -98.69% | $3161.78 | $190.97 | $38.19 | $0.31 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -41.54% | -57.84% | $4154.10 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +117.12% | +108.66% | +$11712.19 | $357.42 | $71.49 | $0.57 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -31.33% | -32.90% | $3132.74 | $419.12 | $83.82 | $0.67 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -52.79% | -33.30% | $5278.97 | $1260.98 | $252.20 | $2.02 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -25.28% | -15.71% | $2527.96 | $0.00 | $0.00 | $0.00 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1988-03-09 | $0.0089 | 0.42% |
| 1988-06-08 | $0.0089 | 0.44% |
| 1988-09-02 | $0.0089 | 0.67% |
| 1988-12-12 | $0.0089 | 0.44% |
| 1989-03-06 | $0.0089 | 0.46% |
| 1989-06-05 | $0.0089 | 0.41% |
| 1989-09-08 | $0.0089 | 0.41% |
| 1989-12-13 | $0.0089 | 0.50% |
| 1990-03-05 | $0.0089 | 0.73% |
| 1992-06-02 | $0.0089 | 0.16% |
| 1992-09-08 | $0.0089 | 0.12% |
| 1992-12-15 | $0.0089 | 0.09% |
| 1993-03-09 | $0.0089 | 0.07% |
| 1993-06-01 | $0.0164 | 0.12% |
| 1993-09-07 | $0.0167 | 0.11% |
| 1993-12-14 | $0.0167 | 0.12% |
| 1994-03-08 | $0.0167 | 0.12% |
| 1994-05-31 | $0.0267 | 0.33% |
| 1994-09-06 | $0.0267 | 0.38% |
| 1994-12-13 | $0.0267 | 0.65% |
| 1995-03-07 | $0.0267 | 0.63% |
| 1995-06-15 | $0.0267 | 0.49% |
| 1995-09-07 | $0.0267 | 0.55% |
| 1995-12-14 | $0.0267 | 0.59% |
| 1996-03-14 | $0.0267 | 0.46% |
| 1996-05-30 | $0.0267 | 0.51% |
| 1996-09-12 | $0.0267 | 0.60% |
| 1996-12-19 | $0.0267 | 0.80% |
| 1997-03-13 | $0.0267 | 0.71% |
| 1997-05-29 | $0.0267 | 0.82% |
| 1997-09-11 | $0.0267 | 0.40% |
| 1997-12-18 | $0.0267 | 0.48% |
| 1998-03-12 | $0.0300 | 0.36% |
| 1998-05-28 | $0.0300 | 0.32% |
| 1998-09-10 | $0.0333 | 0.42% |
| 1998-12-17 | $0.0333 | 0.48% |
| 1999-03-11 | $0.0367 | 0.54% |
| 1999-06-03 | $0.0500 | 0.55% |
| 1999-09-09 | $0.0500 | 0.50% |
| 1999-12-16 | $0.0500 | 0.61% |
| 2000-03-09 | $0.0667 | 0.91% |
| 2000-06-08 | $0.0667 | 0.91% |
| 2000-09-07 | $0.0667 | 0.84% |
| 2000-12-20 | $0.0833 | 0.88% |
| 2001-03-15 | $0.0833 | 0.82% |
| 2001-06-07 | $0.0900 | 0.67% |
| 2001-09-13 | $0.1350 | 1.09% |
| 2001-09-17 | $0.0900 | 0.73% |
| 2001-12-20 | $0.0900 | 0.74% |
| 2002-03-07 | $0.0900 | 0.67% |
| 2002-06-06 | $0.1000 | 0.58% |
| 2002-09-12 | $0.1000 | 0.78% |
| 2002-12-19 | $0.1000 | 0.69% |
| 2003-03-13 | $0.1000 | 0.91% |
| 2003-06-05 | $0.1067 | 0.76% |
| 2003-09-11 | $0.1067 | 0.73% |
| 2003-12-18 | $0.1067 | 0.81% |
| 2004-03-11 | $0.1067 | 0.80% |
| 2004-06-10 | $0.1167 | 0.80% |
| 2004-09-09 | $0.1167 | 0.85% |
| 2004-12-16 | $0.1167 | 0.62% |
| 2005-03-10 | $0.1167 | 0.57% |
| 2005-06-09 | $0.1300 | 0.68% |
| 2005-09-08 | $0.1300 | 0.66% |
| 2005-12-15 | $0.1300 | 0.56% |
| 2006-03-09 | $0.1300 | 0.66% |
| 2006-06-08 | $0.1500 | 0.67% |
| 2006-09-07 | $0.1500 | 0.65% |
| 2006-12-14 | $0.1500 | 0.62% |
| 2007-03-08 | $0.1500 | 0.72% |
| 2007-06-07 | $0.1650 | 0.75% |
| 2007-09-06 | $0.1650 | 0.76% |
| 2007-12-20 | $0.1650 | 1.10% |
| 2008-03-06 | $0.1650 | 1.05% |
| 2008-06-05 | $0.1650 | 1.07% |
| 2008-09-11 | $0.1650 | 0.91% |
| 2008-12-18 | $0.1650 | 1.15% |
| 2009-03-05 | $0.1650 | 1.23% |
| 2009-06-04 | $0.1650 | 0.82% |
| 2009-09-10 | $0.1650 | 0.90% |
| 2009-12-17 | $0.1650 | 0.84% |
| 2010-03-04 | $0.1650 | 0.81% |
| 2010-06-10 | $0.1850 | 0.79% |
| 2010-09-09 | $0.1850 | 0.77% |
| 2010-12-16 | $0.1850 | 0.66% |
| 2011-03-03 | $0.1850 | 0.76% |
| 2011-06-09 | $0.2300 | 0.89% |
| 2011-09-08 | $0.2300 | 0.94% |
| 2011-12-15 | $0.2300 | 0.95% |
| 2012-03-01 | $0.2300 | 0.85% |
| 2012-06-07 | $0.2500 | 0.83% |
| 2012-09-06 | $0.2500 | 0.84% |
| 2012-12-12 | $2.2500 | 7.62% |
| 2013-03-07 | $0.0500 | 0.20% |
| 2013-06-06 | $0.0500 | 0.20% |
| 2013-09-12 | $0.0500 | 0.18% |
| 2013-12-12 | $0.0500 | 0.16% |
| 2014-03-06 | $0.3000 | 1.06% |
| 2014-06-05 | $0.3000 | 1.03% |
| 2014-09-11 | $0.3000 | 0.86% |
| 2014-12-11 | $0.3000 | 0.75% |
| 2015-03-05 | $0.3000 | 0.69% |
| 2015-06-04 | $0.3000 | 0.80% |
| 2015-09-10 | $0.3000 | 0.87% |
| 2015-12-10 | $0.3000 | 0.78% |
| 2016-03-03 | $0.3000 | 0.82% |
| 2016-06-02 | $0.3300 | 0.86% |
| 2016-09-08 | $0.3300 | 1.00% |
| 2016-12-08 | $0.3300 | 1.08% |
| 2017-03-02 | $0.3300 | 1.34% |
| 2017-06-01 | $0.3300 | 1.64% |
| 2017-09-08 | $0.3300 | 2.46% |
| 2017-12-08 | $0.3300 | 2.10% |
| 2018-03-09 | $0.3300 | 2.72% |
| 2018-06-08 | $0.3300 | 1.36% |
| 2018-09-14 | $0.3300 | 1.54% |
| 2018-12-07 | $0.3300 | 2.20% |
| 2019-03-08 | $0.3300 | 2.36% |
| 2019-06-07 | $0.3300 | 2.56% |
| 2019-09-13 | $0.3300 | 1.87% |
| 2019-12-13 | $0.3300 | 1.78% |
| 2020-03-06 | $0.3300 | 2.40% |
| 2021-06-04 | $0.1100 | 0.68% |
| 2021-09-10 | $0.1700 | 1.03% |
| 2021-12-17 | $0.1700 | 1.08% |
| 2022-03-21 | $0.1700 | 1.09% |
| 2022-06-10 | $0.1700 | 1.42% |
| 2022-09-09 | $0.1700 | 1.73% |
| 2022-12-22 | $0.1700 | 1.84% |
| 2023-03-20 | $0.1700 | 1.97% |
| 2023-06-09 | $0.1700 | 2.04% |
| 2023-09-08 | $0.1700 | 2.21% |
| 2023-12-15 | $0.1700 | 2.39% |
| 2024-03-25 | $0.1700 | 3.01% |
| 2024-06-10 | $0.1700 | 2.80% |
| 2024-09-16 | $0.1700 | 3.70% |
| Total | 136 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-04 | $67.90 | $13.58 | $0.11 | 3.3925 |
| 2021-09-10 | $105.52 | $21.10 | $0.17 | 5.2553 |
| 2021-12-17 | $106.41 | $21.28 | $0.17 | 5.3365 |
| 2022-03-21 | $107.32 | $21.46 | $0.17 | 5.5854 |
| 2022-06-10 | $108.27 | $21.65 | $0.17 | 7.6427 |
| 2022-09-09 | $109.56 | $21.91 | $0.17 | 9.0089 |
| 2022-12-22 | $111.10 | $22.22 | $0.18 | 9.8336 |
| 2023-03-20 | $112.77 | $22.55 | $0.18 | 10.3368 |
| 2023-06-09 | $114.52 | $22.90 | $0.18 | 11.3586 |
| 2023-09-08 | $116.46 | $23.29 | $0.19 | 12.3641 |
| 2023-12-15 | $118.56 | $23.71 | $0.19 | 13.6393 |
| 2024-03-25 | $120.88 | $24.18 | $0.19 | 18.1065 |
| 2024-06-10 | $123.95 | $24.79 | $0.20 | 17.6724 |
| 2024-09-16 | $126.96 | $25.39 | $0.20 | 22.4754 |
| Total | $1550.16 | $310.03 | $2.48 | 152.0080 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.