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AAPL.NEO vs. ^VIX
Performance
Return for Risk
Drawdowns
Volatility

Performance

AAPL.NEO vs. ^VIX - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Apple Inc CDR (AAPL.NEO) and CBOE Volatility Index (^VIX). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

AAPL.NEO is traded in CAD, while ^VIX is traded in USD. To make them comparable, the ^VIX values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, AAPL.NEO achieves a 13.85% return, which is significantly higher than ^VIX's 4.41% return.


AAPL.NEO

1D
0.48%
1M
8.14%
YTD
13.85%
6M
10.83%
1Y
52.65%
3Y*
17.61%
5Y*
10Y*

^VIX

1D
-4.03%
1M
-9.66%
YTD
4.41%
6M
0.62%
1Y
-15.23%
3Y*
2.65%
5Y*
1.57%
10Y*
2.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AAPL.NEO vs. ^VIX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
AAPL.NEO
Apple Inc CDR
13.85%6.55%29.10%47.14%-27.57%19.47%
^VIX
CBOE Volatility Index
4.41%-17.79%51.33%-43.81%34.81%3.00%

Correlation

The correlation between AAPL.NEO and ^VIX is -0.45, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.45

Correlation (3Y)
Calculated over the trailing 3-year period

-0.45

Correlation (All Time)
Calculated using the full available price history since Aug 26, 2021

-0.50

The correlation between AAPL.NEO and ^VIX has been stable across timeframes, ranging from -0.50 to -0.45 - a consistent structural relationship.

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Return for Risk

AAPL.NEO vs. ^VIX — Risk / Return Rank

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

AAPL.NEO
AAPL.NEO Risk / Return Rank: 8787
Overall Rank
AAPL.NEO Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
AAPL.NEO Sortino Ratio Rank: 8989
Sortino Ratio Rank
AAPL.NEO Omega Ratio Rank: 8888
Omega Ratio Rank
AAPL.NEO Calmar Ratio Rank: 8686
Calmar Ratio Rank
AAPL.NEO Martin Ratio Rank: 8585
Martin Ratio Rank

^VIX
^VIX Risk / Return Rank: 1515
Overall Rank
^VIX Sharpe Ratio Rank: 88
Sharpe Ratio Rank
^VIX Sortino Ratio Rank: 2727
Sortino Ratio Rank
^VIX Omega Ratio Rank: 2727
Omega Ratio Rank
^VIX Calmar Ratio Rank: 44
Calmar Ratio Rank
^VIX Martin Ratio Rank: 77
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.

AAPL.NEO vs. ^VIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Apple Inc CDR (AAPL.NEO) and CBOE Volatility Index (^VIX). 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.


AAPL.NEO^VIXDifference
Sharpe ratioReturn per unit of total volatility

+2.29

Sortino ratioReturn per unit of downside risk

+2.40

Omega ratioGain probability vs. loss probability

1.40

1.08

+0.32

Calmar ratioReturn relative to maximum drawdown

3.57

-0.21

+3.78

Martin ratioReturn relative to average drawdown

8.86

-0.33

+9.19

AAPL.NEO vs. ^VIX - Sharpe Ratio Comparison

The current AAPL.NEO Sharpe Ratio is 2.19, which is higher than the ^VIX Sharpe Ratio of -0.09. The chart below compares the historical Sharpe Ratios of AAPL.NEO and ^VIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


AAPL.NEO^VIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.19

-0.09

+2.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

-0.02

+0.58

Drawdowns

AAPL.NEO vs. ^VIX - Drawdown Comparison

The maximum AAPL.NEO drawdown since its inception was -33.25%, smaller than the maximum ^VIX drawdown of -86.03%. Use the drawdown chart below to compare losses from any high point for AAPL.NEO and ^VIX.


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Drawdown Indicators


AAPL.NEO^VIXDifference

Max Drawdown

Largest peak-to-trough decline

-33.25%

-86.03%

+52.78%

Max Drawdown (1Y)

Largest decline over 1 year

-14.27%

-51.03%

+36.76%

Max Drawdown (3Y)

Largest decline over 3 years

-33.25%

-75.33%

+42.08%

Max Drawdown (5Y)

Largest decline over 5 years

-75.33%

Max Drawdown (10Y)

Largest decline over 10 years

-86.03%

Current Drawdown

Current decline from peak

-1.14%

-81.52%

+80.38%

Average Drawdown

Average peak-to-trough decline

-9.54%

-65.66%

+56.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.74%

32.53%

-26.79%

Volatility

AAPL.NEO vs. ^VIX - Volatility Comparison

The current volatility for Apple Inc CDR (AAPL.NEO) is 5.40%, while CBOE Volatility Index (^VIX) has a volatility of 15.90%. This indicates that AAPL.NEO experiences smaller price fluctuations and is considered to be less risky than ^VIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AAPL.NEO^VIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.40%

15.90%

-10.50%

Volatility (6M)

Calculated over the trailing 6-month period

16.08%

79.17%

-63.09%

Volatility (1Y)

Calculated over the trailing 1-year period

23.25%

113.27%

-90.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.95%

126.40%

-98.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.95%

138.69%

-110.74%

Frequently Asked Questions


AAPL.NEO and ^VIX have a correlation of -0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

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