Apple Inc. (0R2V.L)
Apple Inc. designs and produces a range of technology products including smartphones, computers, tablets, wearables, and accessories. The company also offers services like Apple Music, Apple TV+, Apple Arcade, and Apple Pay, and operates platforms like the App Store for digital content and applications.
Company Info
| ISIN | US0378331005 |
|---|---|
| Sector | Technology |
| Industry | Consumer Electronics |
Highlights
| EPS (TTM) | $12.73 |
|---|---|
| Year Range | $163.67 - $237.72 |
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Apple Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Apple Inc. had a return of 14.79% year-to-date (YTD) and 26.50% in the last 12 months. Over the past 10 years, Apple Inc. had an annualized return of 59.75%, outperforming the S&P 500 benchmark which had an annualized return of 10.92%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.79% | 17.95% |
| 1 month | -1.77% | 3.13% |
| 6 months | 28.81% | 9.95% |
| 1 year | 26.50% | 24.88% |
| 5 years (annualized) | 32.99% | 13.37% |
| 10 years (annualized) | 59.75% | 10.92% |
Monthly Returns
The table below presents the monthly returns of 0R2V.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.08% | -2.78% | -3.38% | -0.03% | 8.90% | 12.93% | 4.21% | 3.93% | 14.79% | ||||
| 2023 | 11.58% | 3.20% | 10.26% | 3.19% | 5.20% | 8.82% | 2.05% | -2.95% | -9.62% | -0.93% | 10.77% | 2.76% | 51.43% |
| 2022 | -2.99% | -1.96% | 4.43% | -8.18% | -8.39% | -7.80% | 17.76% | -1.07% | -10.25% | 7.79% | -7.64% | -9.29% | -27.27% |
| 2021 | -1.31% | -7.90% | -0.69% | 8.78% | -6.42% | 8.08% | 7.33% | 5.54% | -5.69% | 2.66% | 10.42% | 9.06% | 31.16% |
| 2020 | 8.51% | -14.36% | -3.61% | 12.02% | 9.66% | 14.80% | 12.39% | 22.55% | -7.94% | -7.48% | 8.51% | 17.73% | 89.32% |
| 2019 | 6.33% | 4.40% | 8.95% | 6.01% | -11.75% | 12.01% | 9.92% | -4.12% | 7.80% | 5.45% | 12.73% | 9.51% | 87.43% |
| 2018 | 78.64% | 7.26% | -6.68% | -2.50% | 15.47% | -0.29% | 2.73% | 19.30% | -1.04% | -2.26% | -18.89% | -11.36% | 71.08% |
| 2017 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | ||||||||
| 2016 | -11.15% | -0.75% | -11.81% | ||||||||||
| 2015 | 0.00% | 17.71% | -3.17% | -6.19% | -2.62% | 9.20% | -2.50% | -8.68% | 1.22% | ||||
| 2014 | 0.00% | 253.21% | 253.21% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of 0R2V.L is 75, placing it in the top 25% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Apple Inc. (0R2V.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Apple Inc. granted a 0.44% dividend yield in the last twelve months. The annual payout for that period amounted to $0.98 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.98 | $0.95 | $0.91 | $0.87 | $0.81 | $0.76 | $0.71 | $0.62 | $0.00 | $0.12 |
Dividend yield | 0.44% | 0.49% | 0.71% | 0.49% | 0.59% | 1.05% | 1.79% | 0.00% | 0.00% | 0.44% |
Monthly Dividends
The table displays the monthly dividend distributions for Apple Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.24 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.74 | |||
| 2023 | $0.00 | $0.23 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.95 |
| 2022 | $0.00 | $0.22 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.91 |
| 2021 | $0.00 | $0.21 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.87 |
| 2020 | $0.00 | $0.19 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.81 |
| 2019 | $0.00 | $0.18 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.76 |
| 2018 | $0.00 | $0.16 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.71 |
| 2017 | $0.14 | $0.16 | $0.16 | $0.16 | $0.62 | ||||||||
| 2016 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2015 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Apple Inc.. 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 Inc. was 61.04%, occurring on Jan 20, 2009. Recovery took 184 trading sessions.
The current Apple Inc. drawdown is 6.43%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.04% | Jan 2, 2008 | 256 | Jan 20, 2009 | 184 | Oct 21, 2009 | 440 |
| -38.25% | Oct 4, 2018 | 63 | Jan 3, 2019 | 193 | Oct 10, 2019 | 256 |
| -32.7% | Jan 30, 2020 | 38 | Mar 23, 2020 | 51 | Jun 5, 2020 | 89 |
| -30.74% | Apr 5, 2022 | 186 | Jan 3, 2023 | 103 | Jun 2, 2023 | 289 |
| -30.37% | Jul 21, 2015 | 130 | Jan 28, 2016 | 13 | Jan 9, 2018 | 143 |
Volatility
Volatility Chart
The current Apple Inc. volatility is 9.46%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Apple Inc..
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Income Statement
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