RBI.VI vs. CAT
Compare and contrast key facts about Raiffeisen Bank International AG (RBI.VI) and Caterpillar Inc. (CAT).
Performance
RBI.VI vs. CAT - Performance Comparison
Loading graphics...
RBI.VI vs. CAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RBI.VI Raiffeisen Bank International AG | -2.04% | 102.66% | 13.38% | 28.12% | -34.76% | 63.61% | -7.04% | 5.46% | -24.74% | 71.83% |
CAT Caterpillar Inc. | 27.76% | 41.28% | 32.89% | 22.17% | 25.95% | 24.63% | 16.50% | 22.21% | -13.69% | 53.52% |
Different Trading Currencies
RBI.VI is traded in EUR, while CAT is traded in USD. To make them comparable, the CAT values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, RBI.VI achieves a -2.04% return, which is significantly lower than CAT's 27.76% return. Over the past 10 years, RBI.VI has underperformed CAT with an annualized return of 18.38%, while CAT has yielded a comparatively higher 28.02% annualized return.
RBI.VI
- 1D
- -2.09%
- 1M
- -2.24%
- YTD
- -2.04%
- 6M
- 29.38%
- 1Y
- 54.79%
- 3Y*
- 45.81%
- 5Y*
- 22.39%
- 10Y*
- 18.38%
CAT
- 1D
- -1.35%
- 1M
- -0.04%
- YTD
- 27.76%
- 6M
- 49.29%
- 1Y
- 103.92%
- 3Y*
- 45.73%
- 5Y*
- 28.10%
- 10Y*
- 28.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
RBI.VI vs. CAT — Risk / Return Rank
RBI.VI
CAT
RBI.VI vs. CAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Raiffeisen Bank International AG (RBI.VI) and Caterpillar Inc. (CAT). 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.
| RBI.VI | CAT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 2.90 | -1.51 |
Sortino ratioReturn per unit of downside risk | 2.13 | 3.47 | -1.34 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.48 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 3.66 | 5.40 | -1.74 |
Martin ratioReturn relative to average drawdown | 9.97 | 18.29 | -8.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| RBI.VI | CAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 2.90 | -1.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.96 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.92 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.52 | -0.43 |
Correlation
The correlation between RBI.VI and CAT is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
RBI.VI vs. CAT - Dividend Comparison
RBI.VI has not paid dividends to shareholders, while CAT's dividend yield for the trailing twelve months is around 0.83%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RBI.VI Raiffeisen Bank International AG | 0.00% | 2.87% | 6.33% | 4.28% | 7.49% | 4.75% | 17.22% | 4.15% | 2.79% | 0.00% | 0.00% | 0.00% |
CAT Caterpillar Inc. | 0.83% | 1.02% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% |
Drawdowns
RBI.VI vs. CAT - Drawdown Comparison
The maximum RBI.VI drawdown since its inception was -90.44%, which is greater than CAT's maximum drawdown of -70.87%. Use the drawdown chart below to compare losses from any high point for RBI.VI and CAT.
Loading graphics...
Drawdown Indicators
| RBI.VI | CAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.44% | -73.43% | -17.01% |
Max Drawdown (1Y)Largest decline over 1 year | -17.98% | -13.88% | -4.10% |
Max Drawdown (5Y)Largest decline over 5 years | -61.65% | -34.05% | -27.60% |
Max Drawdown (10Y)Largest decline over 10 years | -65.90% | -43.36% | -22.54% |
Current DrawdownCurrent decline from peak | -27.16% | -7.46% | -19.70% |
Average DrawdownAverage peak-to-trough decline | -63.06% | -19.78% | -43.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.60% | 5.16% | +1.44% |
Volatility
RBI.VI vs. CAT - Volatility Comparison
Raiffeisen Bank International AG (RBI.VI) has a higher volatility of 12.83% compared to Caterpillar Inc. (CAT) at 10.84%. This indicates that RBI.VI's price experiences larger fluctuations and is considered to be riskier than CAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| RBI.VI | CAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.83% | 10.84% | +1.99% |
Volatility (6M)Calculated over the trailing 6-month period | 26.96% | 26.32% | +0.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.05% | 36.00% | +3.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.24% | 29.51% | +8.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.03% | 30.66% | +6.37% |
Financials
RBI.VI vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between Raiffeisen Bank International AG and Caterpillar 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.
Total Revenue: Total amount of money received from sales and other business activities