Apple Inc. (0R2V.L)
Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. The company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; and wearables, home, and accessories comprising AirPods, Apple TV, Apple Watch, Beats products, and HomePod. It also provides AppleCare support and cloud services; and operates various platforms, including the App Store that allow customers to discover and download applications and digital content, such as books, music, video, games, and podcasts. In addition, the company offers various services, such as Apple Arcade, a game subscription service; Apple Fitness+, a personalized fitness service; Apple Music, which offers users a curated listening experience with on-demand radio stations; Apple News+, a subscription news and magazine service; Apple TV+, which offers exclusive original content; Apple Card, a co-branded credit card; and Apple Pay, a cashless payment service, as well as licenses its intellectual property. The company serves consumers, and small and mid-sized businesses; and the education, enterprise, and government markets. It distributes third-party applications for its products through the App Store. The company also sells its products through its retail and online stores, and direct sales force; and third-party cellular network carriers, wholesalers, retailers, and resellers. Apple Inc. was incorporated in 1977 and is headquartered in Cupertino, California.
Company Info
| ISIN | US0378331005 |
|---|---|
| Sector | Consumer Goods |
| Industry | Electronic Equipment |
Highlights
| Market Cap | $9,223,372.04T |
|---|---|
| EPS | $12.73 |
| Revenue (TTM) | $383.93B |
| Gross Profit (TTM) | $170.78B |
| EBITDA (TTM) | $123.96B |
| Year Range | $123.53 - $198.13 |
Share Price Chart
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Performance
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.
Compare to other instruments
Popular comparisons: 0R2V.L vs. MSFT, 0R2V.L vs. VUAA.L
Return
Apple Inc. had a return of 34.29% year-to-date (YTD) and 21.11% in the last 12 months. Over the past 10 years, Apple Inc. had an annualized return of 64.49%, outperforming the S&P 500 benchmark which had an annualized return of 4.21%.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -7.82% | -5.02% |
| 6 months | 5.76% | 3.59% |
| Year-To-Date | 34.29% | 10.87% |
| 1 year | 21.11% | 17.41% |
| 5 years (annualized) | 26.12% | 5.66% |
| 10 years (annualized) | 64.49% | 4.21% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 3.20% | 10.26% | 3.19% | 5.20% | 8.82% | 2.05% | -2.95% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for Apple Inc. (0R2V.L) and S&P 500 (^GSPC). 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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
0R2V.L Apple Inc. | 0.68 | ||||
^GSPC S&P 500 | 0.89 |
Dividend History
Apple Inc. granted a 0.55% dividend yield in the last twelve months. The annual payout for that period amounted to $0.94 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.94 | $0.91 | $0.87 | $0.81 | $0.76 | $0.71 | $0.62 | $0.00 | $0.12 |
Dividend yield | 0.55% | 0.71% | 0.49% | 0.60% | 1.07% | 1.86% | 0.00% | 0.00% | 0.47% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.23 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | ||||
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 2017 | $0.00 | $0.14 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the Apple Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the Apple Inc. is 61.04%, recorded on Jan 20, 2009. It took 184 trading sessions for the portfolio to recover.
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 Chart
The current Apple Inc. volatility is 6.01%, 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.