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Apple Inc. (AAPL)

Equity · Currency in USD · Last updated Mar 18, 2023

Apple Inc. is a multinational technology company that designs and sells consumer electronics, computer software, and online services. The company is best known for its products and services, including the iPhone, iPad, Mac, iPod, Apple Watch, Apple TV, and Apple Music. Apple also offers various online services, including the App Store, iCloud, Apple Arcade, and Apple News+.

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in Apple Inc. in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $15,546,640 for a total return of roughly 155,366.40%. All prices are adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%10.00%NovemberDecember2023FebruaryMarch
9.16%
6.48%
AAPL (Apple Inc.)
Benchmark (^GSPC)

S&P 500

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Return

Apple Inc. had a return of 19.48% year-to-date (YTD) and -2.29% in the last 12 months. Over the past 10 years, Apple Inc. had an annualized return of 27.15%, outperforming the S&P 500 benchmark which had an annualized return of 9.71%.


PeriodReturnBenchmark
1 month1.17%-5.31%
Year-To-Date19.48%2.01%
6 months2.05%0.39%
1 year-2.29%-10.12%
5 years (annualized)29.61%7.32%
10 years (annualized)27.15%9.71%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
202311.05%2.32%
2022-12.10%10.96%-3.30%-12.23%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Apple Inc. Sharpe ratio is -0.07. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-0.80-0.60-0.40-0.200.000.20NovemberDecember2023FebruaryMarch
-0.07
-0.43
AAPL (Apple Inc.)
Benchmark (^GSPC)

Dividend History

Apple Inc. granted a 0.74% dividend yield in the last twelve months. The annual payout for that period amounted to $1.14 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$1.14$0.91$0.87$0.81$0.76$0.71$0.62$0.56$0.51$0.46$0.42$0.19

Dividend yield

0.74%0.70%0.49%0.62%1.06%1.86%1.53%2.06%2.11%1.86%2.39%1.16%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.23
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$0.13$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.14$0.00
2015$0.00$0.12$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00
2014$0.00$0.11$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00
2013$0.00$0.09$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00
2012$0.09$0.00$0.00$0.09$0.00

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-30.00%-25.00%-20.00%-15.00%NovemberDecember2023FebruaryMarch
-14.21%
-18.34%
AAPL (Apple Inc.)
Benchmark (^GSPC)

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 81.80%, recorded on Apr 17, 2003. It took 447 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81.8%Mar 23, 2000770Apr 17, 2003447Jan 26, 20051217
-81.24%Apr 3, 19911703Dec 23, 1997426Sep 2, 19992129
-76.89%Jun 7, 1983556Aug 15, 1985379Feb 17, 1987935
-69.42%Dec 30, 1980385Jul 8, 1982137Jan 20, 1983522
-60.87%Dec 31, 2007266Jan 20, 2009191Oct 21, 2009457
-56.55%Oct 6, 1987767Oct 16, 199077Feb 5, 1991844
-43.8%Sep 20, 2012144Apr 19, 2013310Jul 14, 2014454
-40.8%Jan 17, 2006125Jul 14, 200688Nov 16, 2006213
-38.52%Oct 4, 201862Jan 3, 2019194Oct 10, 2019256
-31.43%Feb 13, 202027Mar 23, 202052Jun 5, 202079

Volatility Chart

Current Apple Inc. volatility is 21.35%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%20.00%30.00%40.00%50.00%60.00%NovemberDecember2023FebruaryMarch
21.35%
21.17%
AAPL (Apple Inc.)
Benchmark (^GSPC)

Portfolios with Apple Inc.


Portfolio NameYTD Return10Y ReturnDiv. Yield10Y VolatilityMax. DrawdownSharpe RatioExpense Ratio
Cloud Computing Stocks Portfolio14.05%23.52%0.85%27.06%-44.98%-0.260.00%
FAAMG Portfolio26.26%22.79%0.38%26.00%-46.78%-0.350.00%
FAANG Portfolio23.23%23.39%0.15%27.56%-48.98%-0.300.00%
FANG Plus Portfolio26.30%23.99%0.08%28.65%-44.19%-0.020.00%
MATANA Portfolio33.73%34.78%0.33%28.89%-46.26%-0.250.00%
Tech Stocks Dividend Portfolio7.83%15.65%3.54%21.42%-77.75%-0.250.00%