Apple Inc. (AAPL)
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+.
Company Info
| ISIN | US0378331005 |
|---|---|
| CUSIP | 037833100 |
| Sector | Technology |
| Industry | Consumer Electronics |
Highlights
| Market Cap | $2.97T |
|---|---|
| EPS | $6.14 |
| PE Ratio | 31.15 |
| PEG Ratio | 2.24 |
| Revenue (TTM) | $383.29B |
| Gross Profit (TTM) | $170.78B |
| EBITDA (TTM) | $125.82B |
| Year Range | $123.48 - $197.70 |
| Target Price | $180.44 |
| Short % | 0.68% |
| Short Ratio | 1.81 |
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
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Return
Apple Inc. had a return of 48.01% year-to-date (YTD) and 29.67% in the last 12 months. Over the past 10 years, Apple Inc. had an annualized return of 26.90%, outperforming the S&P 500 benchmark which had an annualized return of 9.87%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 48.01% | 19.67% |
| 1 month | 10.07% | 8.42% |
| 6 months | 5.97% | 7.29% |
| 1 year | 29.67% | 12.71% |
| 5 years (annualized) | 34.94% | 10.75% |
| 10 years (annualized) | 26.90% | 9.87% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 4.61% | 9.43% | 1.28% | -4.24% | -8.87% | -0.26% | 11.38% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for Apple Inc. (AAPL) 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 | |
|---|---|---|---|---|---|
AAPL Apple Inc. | 1.38 | ||||
^GSPC S&P 500 | 0.91 |
Dividend History
Apple Inc. granted a 0.50% dividend yield in the last twelve months. The annual payout for that period amounted to $0.95 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.95 | $0.91 | $0.87 | $0.81 | $0.76 | $0.71 | $0.62 | $0.56 | $0.51 | $0.46 | $0.42 | $0.19 |
Dividend yield | 0.50% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% | 1.00% |
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 | $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 | $0.13 | $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 |
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 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 81.80%, occurring on Apr 17, 2003. Recovery took 447 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.8% | Mar 23, 2000 | 770 | Apr 17, 2003 | 447 | Jan 26, 2005 | 1217 |
| -81.25% | Apr 3, 1991 | 1703 | Dec 23, 1997 | 426 | Sep 2, 1999 | 2129 |
| -76.89% | Jun 7, 1983 | 556 | Aug 15, 1985 | 379 | Feb 17, 1987 | 935 |
| -69.45% | Dec 30, 1980 | 385 | Jul 8, 1982 | 137 | Jan 20, 1983 | 522 |
| -60.87% | Dec 31, 2007 | 266 | Jan 20, 2009 | 191 | Oct 21, 2009 | 457 |
Volatility Chart
The current Apple Inc. volatility is 3.87%, 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.
Portfolios with Apple Inc.
| Portfolio Name | YTD Return | 10Y Return | Div. Yield | 10Y Volatility | Max. Drawdown | Expense Ratio | Sharpe Ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cloud Computing Stocks Portfolio | 62.44% | 0.54% | 26.51% | -44.98% | 0.00% | 2.08 | |||||
| FAAMG Portfolio | 78.57% | 0.25% | 25.68% | -46.78% | 0.00% | 2.51 | |||||
| FAANG Portfolio | 79.07% | 0.10% | 27.21% | -48.98% | 0.00% | 2.51 | |||||
| FANG Plus Portfolio | 63.81% | 0.53% | 26.97% | -48.47% | 0.00% | 2.09 | |||||
| MATANA Portfolio | 88.29% | 0.21% | 28.54% | -46.26% | 0.00% | 2.22 | |||||
| PortfoliosLab Trends Portfolio | 51.45% | 24.71% | 1.11% | 22.09% | -34.57% | 0.04% | 1.86 | ||||
| Tech Stocks Dividend Portfolio | 26.64% | 15.73% | 2.47% | 21.50% | -77.75% | 0.00% | 0.99 |