Apple

The chart shows the growth of an initial investment of $10,000 in Apple, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

As of Aug 5, 2026, the Apple returned 14.61% Year-To-Date and 28.88% of annualized return in the last 10 years.

Based on dividend-adjusted daily data since Dec 12, 1980, Apple's average daily return is +0.11%, while the average monthly return is +2.27%. At this rate, an investment would double in approximately 2.6 years.

Historically, 56% of months were positive and 44% were negative. The best month was Jan 2001 with a return of +45.3%, while the worst month was Sep 2000 at -57.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.

On a daily basis, Apple closed higher 50% of trading days. The best single day was Aug 6, 1997 with a return of +33.2%, while the worst single day was Sep 29, 2000 at -51.9%.

Apple has an annualized alpha of 15.65%, beta of 1.21, and R2 of 0.24 versus S&P 500 Index. Calculated based on daily prices since December 12, 1980.

• This portfolio captured 167.87% of S&P 500 Index gains and 118.81% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.24 means this portfolio moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Apple has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Apple ranks 64 for risk / return — above 64% of Portfolios peers on PortfoliosLab. Its historical combined result is above most peers.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk. Learn how to interpret the Sharpe ratio.

The current Apple Sharpe ratio is 2.09 as of Aug 5, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.40 to 2.23, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of Apple compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Apple provided a 0.34% dividend yield over the last twelve months.

The table below shows the monthly dividends paid by this portfolio.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Apple. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Apple was 81.80%, occurring on Apr 17, 2003. Recovery took 447 trading sessions.

The current Apple drawdown is 9.03%.

The chart below shows the rolling one-month volatility.