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CAT1.DE vs. TMUS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CAT1.DE vs. TMUS - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Caterpillar Inc (CAT1.DE) and T-Mobile US, Inc. (TMUS). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

CAT1.DE is traded in EUR, while TMUS is traded in USD. To make them comparable, the TMUS values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, CAT1.DE achieves a 63.69% return, which is significantly higher than TMUS's -9.64% return. Over the past 10 years, CAT1.DE has outperformed TMUS with an annualized return of 30.73%, while TMUS has yielded a comparatively lower 15.43% annualized return.


CAT1.DE

1D
-0.05%
1M
2.39%
YTD
63.69%
6M
56.69%
1Y
165.19%
3Y*
59.24%
5Y*
34.12%
10Y*
30.73%

TMUS

1D
1.42%
1M
-5.47%
YTD
-9.64%
6M
-13.27%
1Y
-26.40%
3Y*
10.38%
5Y*
6.35%
10Y*
15.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CAT1.DE vs. TMUS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CAT1.DE
Caterpillar Inc
63.69%43.28%31.34%22.18%25.02%28.31%12.14%22.30%-14.39%51.49%
TMUS
T-Mobile US, Inc.
-9.64%-17.67%48.93%11.57%28.19%-7.56%57.78%26.07%4.86%-3.14%

Correlation

The correlation between CAT1.DE and TMUS is -0.15, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.15

Correlation (3Y)
Calculated over the trailing 3-year period

-0.03

Correlation (5Y)
Calculated over the trailing 5-year period

0.01

Correlation (10Y)
Calculated over the trailing 10-year period

0.10

Correlation (All Time)
Calculated using the full available price history since Aug 29, 2007

0.15

The correlation between CAT1.DE and TMUS shifts across timeframes, from -0.15 (1 year) to 0.15 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

CAT1.DE vs. TMUS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CAT1.DE
CAT1.DE Risk / Return Rank: 9898
Overall Rank
CAT1.DE Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
CAT1.DE Sortino Ratio Rank: 9898
Sortino Ratio Rank
CAT1.DE Omega Ratio Rank: 9797
Omega Ratio Rank
CAT1.DE Calmar Ratio Rank: 9999
Calmar Ratio Rank
CAT1.DE Martin Ratio Rank: 9999
Martin Ratio Rank

TMUS
TMUS Risk / Return Rank: 66
Overall Rank
TMUS Sharpe Ratio Rank: 44
Sharpe Ratio Rank
TMUS Sortino Ratio Rank: 66
Sortino Ratio Rank
TMUS Omega Ratio Rank: 88
Omega Ratio Rank
TMUS Calmar Ratio Rank: 88
Calmar Ratio Rank
TMUS Martin Ratio Rank: 66
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CAT1.DE vs. TMUS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Caterpillar Inc (CAT1.DE) and T-Mobile US, Inc. (TMUS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


CAT1.DETMUSDifference
Sharpe ratioReturn per unit of total volatility

+5.89

Sortino ratioReturn per unit of downside risk

+7.14

Omega ratioGain probability vs. loss probability

1.72

0.84

+0.88

Calmar ratioReturn relative to maximum drawdown

15.49

-0.87

+16.35

Martin ratioReturn relative to average drawdown

42.27

-1.48

+43.75

CAT1.DE vs. TMUS - Sharpe Ratio Comparison

The current CAT1.DE Sharpe Ratio is 4.88, which is higher than the TMUS Sharpe Ratio of -1.02. The chart below compares the historical Sharpe Ratios of CAT1.DE and TMUS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CAT1.DETMUSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.88

-1.02

+5.89

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.11

0.26

+0.84

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.98

0.58

+0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.21

+0.32

Drawdowns

CAT1.DE vs. TMUS - Drawdown Comparison

The maximum CAT1.DE drawdown since its inception was -71.83%, smaller than the maximum TMUS drawdown of -82.26%. Use the drawdown chart below to compare losses from any high point for CAT1.DE and TMUS.


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Drawdown Indicators


CAT1.DETMUSDifference

Max Drawdown

Largest peak-to-trough decline

-71.83%

-82.26%

+10.43%

Max Drawdown (1Y)

Largest decline over 1 year

-10.52%

-30.52%

+20.00%

Max Drawdown (3Y)

Largest decline over 3 years

-37.13%

-40.39%

+3.26%

Max Drawdown (5Y)

Largest decline over 5 years

-37.13%

-40.39%

+3.26%

Max Drawdown (10Y)

Largest decline over 10 years

-40.49%

-40.39%

-0.10%

Current Drawdown

Current decline from peak

-0.05%

-39.23%

+39.18%

Average Drawdown

Average peak-to-trough decline

-14.68%

-24.25%

+9.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.86%

17.84%

-13.98%

Volatility

CAT1.DE vs. TMUS - Volatility Comparison

Caterpillar Inc (CAT1.DE) has a higher volatility of 9.32% compared to T-Mobile US, Inc. (TMUS) at 7.11%. This indicates that CAT1.DE's price experiences larger fluctuations and is considered to be riskier than TMUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CAT1.DETMUSDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.32%

7.11%

+2.21%

Volatility (6M)

Calculated over the trailing 6-month period

25.73%

20.32%

+5.41%

Volatility (1Y)

Calculated over the trailing 1-year period

33.40%

26.10%

+7.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.50%

24.24%

+6.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.31%

26.82%

+4.49%

Dividends

CAT1.DE vs. TMUS - Dividend Comparison

CAT1.DE's dividend yield for the trailing twelve months is around 0.55%, less than TMUS's 2.21% yield.


PositionTTM20252024202320222021202020192018201720162015
CAT1.DE
Caterpillar Inc
0.55%0.91%1.24%1.47%1.69%1.70%2.19%2.18%2.14%1.81%2.68%3.66%
TMUS
T-Mobile US, Inc.
2.21%1.80%1.28%0.41%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

CAT1.DE vs. TMUS - Financials Comparison

This section allows you to compare key financial metrics between Caterpillar Inc and T-Mobile US, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Please note, different currencies. CAT1.DE values in EUR, TMUS values in USD

Frequently Asked Questions


CAT1.DE and TMUS have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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