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Apple Inc. CDR (APC8.F)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Company Info

ISIN
CA03785Y1007

Share Price Chart


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Apple Inc. CDR

Often compared with APC8.F:
APC8.F vs. SAB.MC

Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in Apple Inc. CDR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Different Benchmark Currency

APC8.F is traded in EUR, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to EUR using the latest available exchange rates.

Returns By Period

Apple Inc. CDR (APC8.F) has returned -7.55% so far this year and 18.30% over the past 12 months.


Apple Inc. CDR

1D
0.93%
1M
-6.84%
YTD
-7.55%
6M
0.17%
1Y
18.30%
3Y*
10.64%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.02%
1M
-2.96%
YTD
-3.12%
6M
-0.95%
1Y
8.84%
3Y*
14.21%
5Y*
10.59%
10Y*
11.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Nov 15, 2021, APC8.F's average daily return is +0.06%, while the average monthly return is +0.92%. At this rate, your investment would double in approximately 6.3 years.

Historically, 55% of months were positive and 45% were negative. The best month was Jul 2022 with a return of +22.2%, while the worst month was Mar 2025 at -18.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, APC8.F closed higher 43% of trading days. The best single day was Aug 27, 2024 with a return of +15.0%, while the worst single day was Aug 28, 2024 at -11.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-5.93%5.49%-6.84%-7.55%
2025-4.88%-2.47%-18.86%7.03%-7.97%-2.20%6.18%10.17%4.81%11.01%-0.74%-1.67%-3.68%
20243.23%-5.10%-6.04%1.75%12.78%8.16%0.94%2.91%-1.82%0.93%4.69%7.89%32.83%
202311.28%4.19%5.84%3.07%8.46%8.24%1.02%-4.41%-6.32%-3.37%9.43%-1.06%40.51%
20220.00%-4.77%9.09%-4.69%-10.28%-6.71%22.22%-3.10%-12.15%7.55%-11.57%-11.92%-27.77%
20217.96%7.56%16.12%

Benchmark Metrics

Apple Inc. CDR has an annualized alpha of 11.90%, beta of 0.49, and R² of 0.05 versus S&P 500 Index. Calculated based on daily prices since November 16, 2021.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (98.29%) than losses (93.20%) — typical of diversified or defensive assets.
  • Beta of 0.49 may look defensive, but with R² of 0.05 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R² of 0.05 means this stock 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.

Alpha
11.90%
Beta
0.49
0.05
Upside Capture
98.29%
Downside Capture
93.20%

Return for Risk

Risk / Return Rank

APC8.F ranks 53 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


APC8.F Risk / Return Rank: 5353
Overall Rank
APC8.F Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
APC8.F Sortino Ratio Rank: 5353
Sortino Ratio Rank
APC8.F Omega Ratio Rank: 5252
Omega Ratio Rank
APC8.F Calmar Ratio Rank: 5151
Calmar Ratio Rank
APC8.F Martin Ratio Rank: 5252
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Apple Inc. CDR (APC8.F) and compare them to a chosen benchmark (S&P 500 Index).


APC8.FBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.47

0.43

+0.04

Sortino ratio

Return per unit of downside risk

0.94

0.73

+0.22

Omega ratio

Gain probability vs. loss probability

1.12

1.11

+0.01

Calmar ratio

Return relative to maximum drawdown

0.43

0.67

-0.24

Martin ratio

Return relative to average drawdown

1.13

2.80

-1.68

Explore APC8.F risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Apple Inc. CDR provided a 0.37% dividend yield over the last twelve months, with an annual payout of €0.08 per share.


0.35%0.40%0.45%0.50%0.55%0.60%€0.00€0.02€0.04€0.06€0.082022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
Dividend€0.08€0.08€0.08€0.08€0.08

Dividend yield

0.37%0.35%0.34%0.44%0.62%

Monthly Dividends

The table displays the monthly dividend distributions for Apple Inc. CDR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026€0.00€0.02€0.00€0.02
2025€0.00€0.02€0.00€0.00€0.02€0.00€0.00€0.02€0.00€0.00€0.02€0.00€0.08
2024€0.00€0.02€0.00€0.00€0.02€0.00€0.00€0.02€0.00€0.00€0.02€0.00€0.08
2023€0.00€0.02€0.00€0.00€0.02€0.00€0.00€0.02€0.00€0.00€0.02€0.00€0.08
2022€0.02€0.00€0.00€0.02€0.00€0.00€0.02€0.00€0.00€0.02€0.00€0.08

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Apple Inc. CDR. 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. CDR was 35.56%, occurring on Jan 3, 2023. Recovery took 367 trading sessions.

The current Apple Inc. CDR drawdown is 11.67%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-35.56%Aug 19, 202297Jan 3, 2023367Jun 12, 2024464
-34.62%Dec 19, 202474Apr 8, 2025
-25.56%Apr 6, 202251Jun 17, 202241Aug 15, 202292
-16.38%Jul 10, 202419Aug 5, 202416Aug 27, 202435
-16.26%Aug 28, 202415Sep 17, 202465Dec 17, 202480

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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