0P00007069.TO vs. AAPL

Last updated Jun 4, 2026

0P00007069.TO (RBC Select Growth Portfolio A) is Global Equities fund managed by RBC Global Asset Management., while AAPL (Apple Inc) is a stock. Over the past 5 years, 0P00007069.TO returned 7.93%/yr vs 20.38%/yr for AAPL. A 0.58 correlation means they provide meaningful diversification when combined.

Performance

0P00007069.TO vs. AAPL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RBC Select Growth Portfolio A (0P00007069.TO) and Apple Inc (AAPL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, 0P00007069.TO achieves a 10.79% return, which is significantly lower than AAPL's 14.34% return.

0P00007069.TO

• 1D: 0.47%
• 1M: 5.25%
• YTD: 10.79%
• 6M: 9.11%
• 1Y: 21.81%
• 3Y*: 14.53%
• 5Y*: 7.93%
• 10Y*: —

AAPL

• 1D: -1.57%
• 1M: 12.18%
• YTD: 14.34%
• 6M: 9.39%
• 1Y: 53.24%
• 3Y*: 20.25%
• 5Y*: 20.38%
• 10Y*: 30.12%

*Multi-year figures are annualized to reflect compound growth (CAGR)

0P00007069.TO vs. AAPL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
0P00007069.TO RBC Select Growth Portfolio A	10.79%	12.46%	14.83%	10.06%	-13.00%	12.23%	10.40%	15.40%	-5.23%
AAPL Apple Inc	14.34%	9.05%	30.71%	49.01%	-26.40%	34.65%	82.31%	88.96%	-7.05%

Correlation

The correlation between 0P00007069.TO and AAPL is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.37
Correlation (3Y) Calculated over the trailing 3-year period	0.45
Correlation (5Y) Calculated over the trailing 5-year period	0.57
Correlation (All Time) Calculated using the full available price history since Jan 3, 2018	0.58

Over the past year, the correlation between 0P00007069.TO and AAPL has dropped to 0.37 - well below their long-term average of 0.58, suggesting their price drivers have been diverging.

Return for Risk

0P00007069.TO vs. AAPL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

0P00007069.TO

0P00007069.TO Risk / Return Rank: 67
0P00007069.TO Sharpe Ratio Rank: 67
0P00007069.TO Sortino Ratio Rank: 63
0P00007069.TO Omega Ratio Rank: 69
0P00007069.TO Calmar Ratio Rank: 67
0P00007069.TO Martin Ratio Rank: 68

AAPL

AAPL Risk / Return Rank: 89
AAPL Sharpe Ratio Rank: 91
AAPL Sortino Ratio Rank: 91
AAPL Omega Ratio Rank: 89
AAPL Calmar Ratio Rank: 87
AAPL Martin Ratio Rank: 86

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.

0P00007069.TO vs. AAPL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RBC Select Growth Portfolio A (0P00007069.TO) and Apple Inc (AAPL). 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.

	0P00007069.TO	AAPL	Difference
Sharpe ratio Return per unit of total volatility	2.38	2.40	-0.02
Sortino ratio Return per unit of downside risk	3.32	3.36	-0.04
Omega ratio Gain probability vs. loss probability	1.46	1.43	+0.03
Calmar ratio Return relative to maximum drawdown	3.16	3.88	-0.72
Martin ratio Return relative to average drawdown	13.08	9.76	+3.32
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

0P00007069.TO vs. AAPL - Sharpe Ratio Comparison

The current 0P00007069.TO Sharpe Ratio is 2.38, which is comparable to the AAPL Sharpe Ratio of 2.40. The chart below compares the historical Sharpe Ratios of 0P00007069.TO and AAPL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	0P00007069.TO	AAPL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.38	2.40	-0.02
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.82	0.75	+0.07
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	1.05	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.67	0.44	+0.23

Drawdowns

0P00007069.TO vs. AAPL - Drawdown Comparison

The maximum 0P00007069.TO drawdown since its inception was -24.48%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for 0P00007069.TO and AAPL.

Drawdown Indicators

	0P00007069.TO	AAPL	Difference
Max Drawdown Largest peak-to-trough decline	-24.48%	-81.80%	+57.32%
Max Drawdown (1Y) Largest decline over 1 year	-6.98%	-13.80%	+6.82%
Max Drawdown (3Y) Largest decline over 3 years	-12.09%	-33.36%	+21.27%
Max Drawdown (5Y) Largest decline over 5 years	-18.81%	-33.36%	+14.55%
Max Drawdown (10Y) Largest decline over 10 years	—	-38.52%	—
Current Drawdown Current decline from peak	0.00%	-1.57%	+1.57%
Average Drawdown Average peak-to-trough decline	-4.15%	-29.61%	+25.46%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.68%	5.47%	-3.79%

Volatility

0P00007069.TO vs. AAPL - Volatility Comparison

The current volatility for RBC Select Growth Portfolio A (0P00007069.TO) is 2.95%, while Apple Inc (AAPL) has a volatility of 5.46%. This indicates that 0P00007069.TO experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	0P00007069.TO	AAPL	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.95%	5.46%	-2.51%
Volatility (6M) Calculated over the trailing 6-month period	7.66%	15.91%	-8.25%
Volatility (1Y) Calculated over the trailing 1-year period	9.26%	22.32%	-13.06%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.78%	27.46%	-17.68%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.46%	28.89%	-17.43%

Dividends

0P00007069.TO vs. AAPL - Dividend Comparison

0P00007069.TO's dividend yield for the trailing twelve months is around 3.32%, more than AAPL's 0.34% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
0P00007069.TO RBC Select Growth Portfolio A	3.32%	3.67%	2.93%	1.76%	0.86%	2.62%	0.77%	0.50%	2.15%	0.00%	0.00%	0.00%
AAPL Apple Inc	0.34%	0.38%	0.40%	0.49%	0.70%	0.49%	0.61%	1.04%	1.79%	1.45%	1.93%	1.93%

Frequently Asked Questions

Can I hold both 0P00007069.TO and AAPL in my portfolio?

0P00007069.TO and AAPL have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.