26/120
All 120 Win/Lose results shown below
Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0. Gray context columns never affect the score. CEO quarterly pay is the explicitly marked annual ÷ 4 estimate.
Trailing 1 year (4 quarters): 1 wins, 11 lossesLast fetched: 4 Sept 2026
Complete point ledger
Each cell identifies the missing side explicitly. Unavailable evidence scores 0 only in Win/Lose columns; gray columns award no points.
| Quarter | Total return | Revenue growth | EPS growth | Net marginNon-scoring | Trailing P/ENon-scoring | Price/bookNon-scoring | CEO quarterly payNon-scoring | Implied DilutionNon-scoring | Implied BuybackNon-scoring |
|---|---|---|---|---|---|---|---|---|---|
| 2026-Q20/3 |
LoseCATO / S&P 14.49% / 15.20% |
LoseCATO / S&P 1.97% / 15.00% |
LoseCATO / S&P -98.51% / 50.40% |
Non-scoringCATO / S&P 0.01% / 15.70% | Non-scoringCATO / S&P CATO unavailable / 28.47 | Non-scoringCATO / S&P CATO unavailable / S&P unavailable | Non-scoringCATO / S&P CATO unavailable / S&P unavailable | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.36b |
| 2026-Q10/3 |
LoseCATO / S&P -8.41% / -4.33% |
LoseCATO / S&P 0.73% / 11.30% |
LoseCATO / S&P -67.01% / 27.70% |
Non-scoringCATO / S&P -0.91% / 14.80% | Non-scoringCATO / S&P CATO unavailable / 25.43 | Non-scoringCATO / S&P CATO unavailable / S&P unavailable | Non-scoringCATO / S&P CATO unavailable / S&P unavailable | Non-scoringCATO / S&P CATO unavailable / $0.27b | Non-scoringCATO / S&P CATO unavailable / $0.00b |
| 2025-Q40/3 |
LoseCATO / S&P -26.60% / 2.65% |
LoseCATO / S&P -1.05% / 9.00% |
LoseCATO / S&P -64.75% / 13.40% |
Non-scoringCATO / S&P -1.40% / 13.20% | Non-scoringCATO / S&P CATO unavailable / 28.48 | Non-scoringCATO / S&P CATO unavailable / 5.39 | Non-scoringCATO / S&P CATO unavailable / $4.42m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.20b |
| 2025-Q31/3 |
WinCATO / S&P 49.82% / 8.12% |
LoseCATO / S&P -4.18% / 4.61% |
LoseCATO / S&P 11.11% / 13.45% |
Non-scoringCATO / S&P -2.95% / 11.78% | Non-scoringCATO / S&P CATO unavailable / 28.13 | Non-scoringCATO / S&P CATO unavailable / 5.27 | Non-scoringCATO / S&P CATO unavailable / $4.42m | Non-scoringCATO / S&P CATO unavailable / $0.11b | Non-scoringCATO / S&P CATO unavailable / $0.00b |
| 2025-Q21/3 |
LoseCATO / S&P -15.62% / 10.94% |
LoseCATO / S&P -7.30% / 4.83% |
WinCATO / S&P 57.65% / 10.63% |
Non-scoringCATO / S&P -4.05% / 11.45% | Non-scoringCATO / S&P CATO unavailable / 27.10 | Non-scoringCATO / S&P CATO unavailable / 5.01 | Non-scoringCATO / S&P CATO unavailable / $4.42m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.23b |
| 2025-Q10/3 |
LoseCATO / S&P -14.62% / -4.27% |
LoseCATO / S&P -8.31% / 4.98% |
LoseCATO / S&P -17.09% / 10.57% |
Non-scoringCATO / S&P -2.81% / 11.39% | Non-scoringCATO / S&P CATO unavailable / 26.23 | Non-scoringCATO / S&P CATO unavailable / 4.69 | Non-scoringCATO / S&P CATO unavailable / $4.42m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.10b |
| 2024-Q41/3 |
LoseCATO / S&P -21.84% / 2.41% |
LoseCATO / S&P -6.62% / 5.25% |
WinCATO / S&P 768.75% / 6.15% |
Non-scoringCATO / S&P -4.16% / 11.29% | Non-scoringCATO / S&P CATO unavailable / 28.60 | Non-scoringCATO / S&P CATO unavailable / 4.99 | Non-scoringCATO / S&P CATO unavailable / $4.28m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.08b |
| 2024-Q31/3 |
LoseCATO / S&P -6.46% / 5.89% |
LoseCATO / S&P -7.31% / 5.89% |
WinCATO / S&P 1185.71% / 6.11% |
Non-scoringCATO / S&P -2.75% / 10.87% | Non-scoringCATO / S&P CATO unavailable / 28.09 | Non-scoringCATO / S&P CATO unavailable / 4.94 | Non-scoringCATO / S&P CATO unavailable / $4.28m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.21b |
| 2024-Q21/3 |
LoseCATO / S&P -1.22% / 4.28% |
LoseCATO / S&P -7.11% / 5.38% |
WinCATO / S&P 254.17% / 5.12% |
Non-scoringCATO / S&P -2.54% / 10.85% | Non-scoringCATO / S&P CATO unavailable / 27.64 | Non-scoringCATO / S&P CATO unavailable / 4.79 | Non-scoringCATO / S&P CATO unavailable / $4.28m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.36b |
| 2024-Q10/3 |
LoseCATO / S&P -16.68% / 10.56% |
LoseCATO / S&P -6.92% / 5.71% |
LoseCATO / S&P -4215369251218784256.00% / 5.59% |
Non-scoringCATO / S&P -3.42% / 10.81% | Non-scoringCATO / S&P CATO unavailable / 27.02 | Non-scoringCATO / S&P CATO unavailable / 4.71 | Non-scoringCATO / S&P CATO unavailable / $4.28m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.12b |
| 2023-Q41/3 |
LoseCATO / S&P -4.50% / 11.69% |
LoseCATO / S&P -5.72% / 6.81% |
WinCATO / S&P 14.29% / 7.78% |
Non-scoringCATO / S&P -0.50% / 11.19% | Non-scoringCATO / S&P CATO unavailable / 24.35 | Non-scoringCATO / S&P CATO unavailable / 4.31 | Non-scoringCATO / S&P CATO unavailable / $4.08m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.01b |
| 2023-Q31/3 |
WinCATO / S&P -2.45% / -3.27% |
LoseCATO / S&P -2.71% / 7.52% |
LoseCATO / S&P -115.22% / -5.03% |
Non-scoringCATO / S&P -0.26% / 10.84% | Non-scoringCATO / S&P CATO unavailable / 23.93 | Non-scoringCATO / S&P CATO unavailable / 3.98 | Non-scoringCATO / S&P CATO unavailable / $4.08m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.24b |
| 2023-Q20/3 |
LoseCATO / S&P -7.27% / 8.74% |
LoseCATO / S&P -2.29% / 9.50% |
LoseCATO / S&P -120.17% / -8.57% |
Non-scoringCATO / S&P -0.72% / 10.88% | Non-scoringCATO / S&P CATO unavailable / 24.01 | Non-scoringCATO / S&P CATO unavailable / 4.19 | Non-scoringCATO / S&P CATO unavailable / $4.08m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.17b |
| 2023-Q10/3 |
LoseCATO / S&P -3.35% / 7.50% |
LoseCATO / S&P -1.18% / 10.77% |
LoseCATO / S&P -100.00% / -15.69% |
Non-scoringCATO / S&P 0.00% / 10.82% | Non-scoringCATO / S&P CATO unavailable / 22.66 | Non-scoringCATO / S&P CATO unavailable / 3.93 | Non-scoringCATO / S&P CATO unavailable / $4.08m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.13b |
| 2022-Q40/3 |
LoseCATO / S&P -0.37% / 7.56% |
LoseCATO / S&P 1.02% / 11.88% |
LoseCATO / S&P -108.97% / -17.99% |
Non-scoringCATO / S&P -0.46% / 11.09% | Non-scoringCATO / S&P CATO unavailable / 22.65 | Non-scoringCATO / S&P CATO unavailable / 3.75 | Non-scoringCATO / S&P CATO unavailable / $3.70m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.15b |
| 2022-Q30/3 |
LoseCATO / S&P -16.38% / -4.88% |
LoseCATO / S&P 3.40% / 13.47% |
LoseCATO / S&P -54.90% / -1.41% |
Non-scoringCATO / S&P 1.29% / 12.28% | Non-scoringCATO / S&P CATO unavailable / 20.58 | Non-scoringCATO / S&P CATO unavailable / 3.60 | Non-scoringCATO / S&P CATO unavailable / $3.70m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.17b |
| 2022-Q21/3 |
LoseCATO / S&P -19.66% / -16.10% |
LoseCATO / S&P 11.05% / 13.71% |
WinCATO / S&P 1090.00% / 11.04% |
Non-scoringCATO / S&P 3.43% / 13.03% | Non-scoringCATO / S&P CATO unavailable / 20.28 | Non-scoringCATO / S&P CATO unavailable / 3.78 | Non-scoringCATO / S&P CATO unavailable / $3.70m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.17b |
| 2022-Q11/3 |
LoseCATO / S&P -13.63% / -4.60% |
WinCATO / S&P 34.16% / 15.97% |
LoseCATO / S&P -182.09% / 42.23% |
Non-scoringCATO / S&P 4.84% / 14.22% | Non-scoringCATO / S&P CATO unavailable / 22.19 | Non-scoringCATO / S&P CATO unavailable / 4.51 | Non-scoringCATO / S&P CATO unavailable / $3.70m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.20b |
| 2021-Q41/3 |
LoseCATO / S&P 4.88% / 11.03% |
WinCATO / S&P 22.94% / 15.00% |
LoseCATO / S&P -188.14% / 96.40% |
Non-scoringCATO / S&P 4.73% / 15.13% | Non-scoringCATO / S&P CATO unavailable / 23.63 | Non-scoringCATO / S&P CATO unavailable / 4.73 | Non-scoringCATO / S&P CATO unavailable / $3.63m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.13b |
| 2021-Q31/3 |
LoseCATO / S&P -0.94% / 0.58% |
WinCATO / S&P 11.95% / 10.77% |
LoseCATO / S&P -173.91% / 69.42% |
Non-scoringCATO / S&P 3.17% / 14.13% | Non-scoringCATO / S&P CATO unavailable / 25.35 | Non-scoringCATO / S&P CATO unavailable / 4.38 | Non-scoringCATO / S&P CATO unavailable / $3.63m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.19b |
| 2021-Q21/3 |
WinCATO / S&P 41.54% / 8.55% |
LoseCATO / S&P -1.02% / 6.58% |
LoseCATO / S&P -116.67% / 51.81% |
Non-scoringCATO / S&P 0.24% / 13.34% | Non-scoringCATO / S&P CATO unavailable / 26.70 | Non-scoringCATO / S&P CATO unavailable / 4.43 | Non-scoringCATO / S&P CATO unavailable / $3.63m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.11b |
| 2021-Q11/3 |
WinCATO / S&P 25.13% / 6.17% |
LoseCATO / S&P -30.47% / -1.06% |
LoseCATO / S&P -237.67% / 7.39% |
Non-scoringCATO / S&P -8.37% / 11.60% | Non-scoringCATO / S&P CATO unavailable / 30.50 | Non-scoringCATO / S&P CATO unavailable / 4.23 | Non-scoringCATO / S&P CATO unavailable / $3.63m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.10b |
| 2020-Q41/3 |
WinCATO / S&P 22.63% / 12.15% |
LoseCATO / S&P -26.33% / -3.72% |
LoseCATO / S&P -221.23% / -33.42% |
Non-scoringCATO / S&P -7.04% / 8.86% | Non-scoringCATO / S&P CATO unavailable / 39.26 | Non-scoringCATO / S&P CATO unavailable / 4.05 | Non-scoringCATO / S&P CATO unavailable / $3.17m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.01b |
| 2020-Q30/3 |
LoseCATO / S&P -4.40% / 8.93% |
LoseCATO / S&P -21.28% / -2.04% |
LoseCATO / S&P -200.00% / -27.10% |
Non-scoringCATO / S&P -5.10% / 9.24% | Non-scoringCATO / S&P CATO unavailable / 34.27 | Non-scoringCATO / S&P CATO unavailable / 3.65 | Non-scoringCATO / S&P CATO unavailable / $3.17m | Non-scoringCATO / S&P CATO unavailable / $0.02b | Non-scoringCATO / S&P CATO unavailable / $0.00b |
| 2020-Q20/3 |
LoseCATO / S&P -23.34% / 20.54% |
LoseCATO / S&P -15.52% / -0.46% |
LoseCATO / S&P -151.72% / -27.11% |
Non-scoringCATO / S&P -2.01% / 9.37% | Non-scoringCATO / S&P CATO unavailable / 31.29 | Non-scoringCATO / S&P CATO unavailable / 3.44 | Non-scoringCATO / S&P CATO unavailable / $3.17m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.03b |
| 2020-Q11/3 |
LoseCATO / S&P -37.17% / -19.60% |
LoseCATO / S&P -0.60% / 3.47% |
WinCATO / S&P 18.70% / -14.75% |
Non-scoringCATO / S&P 4.40% / 10.68% | Non-scoringCATO / S&P CATO unavailable / 22.80 | Non-scoringCATO / S&P CATO unavailable / 2.92 | Non-scoringCATO / S&P CATO unavailable / $3.17m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.05b |
| 2019-Q41/3 |
LoseCATO / S&P 0.60% / 9.07% |
LoseCATO / S&P -2.80% / 5.36% |
WinCATO / S&P 89.61% / 2.99% |
Non-scoringCATO / S&P 4.39% / 12.81% | Non-scoringCATO / S&P CATO unavailable / 22.78 | Non-scoringCATO / S&P CATO unavailable / 3.53 | Non-scoringCATO / S&P CATO unavailable / $3.08m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.05b |
| 2019-Q32/3 |
WinCATO / S&P 45.66% / 1.70% |
LoseCATO / S&P -3.03% / 5.02% |
WinCATO / S&P 91.67% / 0.21% |
Non-scoringCATO / S&P 4.13% / 12.41% | Non-scoringCATO / S&P CATO unavailable / 22.44 | Non-scoringCATO / S&P CATO unavailable / 3.30 | Non-scoringCATO / S&P CATO unavailable / $3.08m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.09b |
| 2019-Q21/3 |
LoseCATO / S&P -15.59% / 4.30% |
LoseCATO / S&P -3.24% / 6.64% |
WinCATO / S&P 169.77% / 8.65% |
Non-scoringCATO / S&P 2.68% / 12.79% | Non-scoringCATO / S&P CATO unavailable / 21.37 | Non-scoringCATO / S&P CATO unavailable / 3.32 | Non-scoringCATO / S&P CATO unavailable / $3.08m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.27b |
| 2019-Q11/3 |
LoseCATO / S&P 7.51% / 13.65% |
LoseCATO / S&P -2.48% / 8.12% |
WinCATO / S&P 261.76% / 14.29% |
Non-scoringCATO / S&P 2.92% / 12.97% | Non-scoringCATO / S&P CATO unavailable / 20.86 | Non-scoringCATO / S&P CATO unavailable / 3.26 | Non-scoringCATO / S&P CATO unavailable / $3.08m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $34.35b |
| 2018-Q41/3 |
LoseCATO / S&P -30.58% / -13.52% |
LoseCATO / S&P -0.89% / 9.05% |
WinCATO / S&P 60.42% / 18.23% |
Non-scoringCATO / S&P 1.39% / 13.10% | Non-scoringCATO / S&P CATO unavailable / 19.39 | Non-scoringCATO / S&P CATO unavailable / 2.94 | Non-scoringCATO / S&P CATO unavailable / $3.00m | Non-scoringCATO / S&P CATO unavailable / $0.01b | Non-scoringCATO / S&P CATO unavailable / $0.00b |
| 2018-Q30/3 |
LoseCATO / S&P -13.28% / 7.71% |
LoseCATO / S&P -2.96% / 10.21% |
LoseCATO / S&P 7.46% / 19.06% |
Non-scoringCATO / S&P 1.26% / 13.01% | Non-scoringCATO / S&P CATO unavailable / 22.25 | Non-scoringCATO / S&P CATO unavailable / 3.45 | Non-scoringCATO / S&P CATO unavailable / $3.00m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.17b |
| 2018-Q21/3 |
WinCATO / S&P 69.33% / 3.43% |
LoseCATO / S&P -6.58% / 9.03% |
LoseCATO / S&P -66.14% / 14.46% |
Non-scoringCATO / S&P 1.16% / 12.56% | Non-scoringCATO / S&P CATO unavailable / 22.49 | Non-scoringCATO / S&P CATO unavailable / 3.25 | Non-scoringCATO / S&P CATO unavailable / $3.00m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.19b |
| 2018-Q10/3 |
LoseCATO / S&P -4.82% / -0.76% |
LoseCATO / S&P -11.12% / 7.68% |
LoseCATO / S&P -80.12% / 12.46% |
Non-scoringCATO / S&P 1.01% / 12.27% | Non-scoringCATO / S&P CATO unavailable / 23.41 | Non-scoringCATO / S&P CATO unavailable / 3.17 | Non-scoringCATO / S&P CATO unavailable / $3.00m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.08b |
| 2017-Q41/3 |
WinCATO / S&P 22.91% / 6.64% |
LoseCATO / S&P -13.03% / 7.03% |
LoseCATO / S&P -81.40% / 13.82% |
Non-scoringCATO / S&P 1.32% / 12.09% | Non-scoringCATO / S&P CATO unavailable / 24.25 | Non-scoringCATO / S&P CATO unavailable / 3.23 | Non-scoringCATO / S&P CATO unavailable / $2.92m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.05b |
| 2017-Q30/3 |
LoseCATO / S&P -22.89% / 4.48% |
LoseCATO / S&P -12.58% / 5.68% |
LoseCATO / S&P -74.03% / 17.57% |
Non-scoringCATO / S&P 1.94% / 12.04% | Non-scoringCATO / S&P CATO unavailable / 23.28 | Non-scoringCATO / S&P CATO unavailable / 3.08 | Non-scoringCATO / S&P CATO unavailable / $2.92m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.11b |
| 2017-Q20/3 |
LoseCATO / S&P -18.57% / 3.09% |
LoseCATO / S&P -10.52% / 4.83% |
LoseCATO / S&P -50.58% / 17.74% |
Non-scoringCATO / S&P 3.73% / 11.96% | Non-scoringCATO / S&P CATO unavailable / 23.40 | Non-scoringCATO / S&P CATO unavailable / 3.03 | Non-scoringCATO / S&P CATO unavailable / $2.92m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.08b |
| 2017-Q10/3 |
LoseCATO / S&P -26.00% / 6.07% |
LoseCATO / S&P -5.39% / 3.67% |
LoseCATO / S&P -28.45% / 13.32% |
Non-scoringCATO / S&P 4.98% / 11.75% | Non-scoringCATO / S&P CATO unavailable / 23.60 | Non-scoringCATO / S&P CATO unavailable / 3.01 | Non-scoringCATO / S&P CATO unavailable / $2.92m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $20.24b |
| 2016-Q41/3 |
LoseCATO / S&P -7.54% / 3.82% |
LoseCATO / S&P -1.56% / 2.09% |
WinCATO / S&P 12.17% / 7.05% |
Non-scoringCATO / S&P 7.36% / 11.37% | Non-scoringCATO / S&P CATO unavailable / 23.76 | Non-scoringCATO / S&P CATO unavailable / 2.91 | Non-scoringCATO / S&P CATO unavailable / $2.88m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $1.11b |
| 2016-Q32/3 |
LoseCATO / S&P -11.93% / 3.85% |
WinCATO / S&P 1.05% / 0.20% |
WinCATO / S&P 17.27% / -3.15% |
Non-scoringCATO / S&P 7.25% / 10.82% | Non-scoringCATO / S&P CATO unavailable / 24.22 | Non-scoringCATO / S&P CATO unavailable / 2.78 | Non-scoringCATO / S&P CATO unavailable / $2.88m | Non-scoringCATO / S&P CATO unavailable / $0.00b | Non-scoringCATO / S&P CATO unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | CATO total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -35.28% | 20.78% |
| Annualized return | -35.28% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | CATO total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -79.71% | 83.14% |
| Annualized return | -27.31% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | CATO total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -85.70% | 319.30% |
| Annualized return | -17.68% | 15.41% |
Calculation rules
- window
- Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
- return Basis
- Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
- point Rule
- Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
- frequency
- Quarter endpoints only.
- fundamentals
- Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
- non Scoring
- Net margin, P/E, P/B and other gray context columns never enter the score.
Snapshot captured 2026-09-04.