AAPL vs. CTRE
AAPL (Apple Inc) and CTRE (CareTrust REIT, Inc.) are both stocks. AAPL operates in Consumer Electronics (Technology), while CTRE operates in REIT - Healthcare Facilities (Real Estate). Over the past 10 years, AAPL returned 29.71%/yr vs 16.79%/yr for CTRE. At a 0.19 correlation, their price movements are largely independent.
Performance
AAPL vs. CTRE - Performance Comparison
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Returns By Period
In the year-to-date period, AAPL achieves a 8.48% return, which is significantly lower than CTRE's 15.44% return. Over the past 10 years, AAPL has outperformed CTRE with an annualized return of 29.71%, while CTRE has yielded a comparatively lower 16.79% annualized return.
AAPL
- 1D
- 1.73%
- 1M
- -3.89%
- YTD
- 8.48%
- 6M
- 8.48%
- 1Y
- 42.21%
- 3Y*
- 15.45%
- 5Y*
- 16.63%
- 10Y*
- 29.71%
CTRE
- 1D
- 1.36%
- 1M
- 4.98%
- YTD
- 15.44%
- 6M
- 15.44%
- 1Y
- 39.66%
- 3Y*
- 32.96%
- 5Y*
- 17.21%
- 10Y*
- 16.79%
AAPL vs. CTRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 8.48% | 9.05% | 30.71% | 49.01% | -26.40% | 34.65% | 82.31% | 88.96% | -5.39% | 48.46% |
CTRE CareTrust REIT, Inc. | 15.44% | 39.35% | 26.31% | 27.31% | -13.67% | 7.91% | 13.67% | 16.31% | 15.89% | 14.12% |
Correlation
The correlation between AAPL and CTRE is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since May 29, 2014 | 0.19 |
The correlation between AAPL and CTRE shifts across timeframes, from 0.02 (1 year) to 0.19 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
AAPL:
$4.35T
CTRE:
$9.16B
AAPL:
$8.25
CTRE:
$1.57
AAPL:
35.69
CTRE:
26.06
AAPL:
4.70
CTRE:
0.66
AAPL:
9.69
CTRE:
18.65
AAPL:
40.82
CTRE:
2.22
AAPL:
$451.44B
CTRE:
$468.13M
AAPL:
$216.07B
CTRE:
$406.50M
AAPL:
$153.63B
CTRE:
$490.99M
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Return for Risk
AAPL vs. CTRE — Risk / Return Rank
AAPL
CTRE
AAPL vs. CTRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Apple Inc (AAPL) and CareTrust REIT, Inc. (CTRE). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AAPL | CTRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.29 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.07 | 2.79 | +0.28 |
| Martin ratioReturn relative to average drawdown | 7.31 | 9.22 | -1.91 |
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Drawdowns
AAPL vs. CTRE - Drawdown Comparison
The maximum AAPL drawdown since its inception was -81.80%, which is greater than CTRE's maximum drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for AAPL and CTRE.
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Drawdown Indicators
| AAPL | CTRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.80% | -67.43% | -14.37% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -14.28% | +0.48% |
Max Drawdown (3Y)Largest decline over 3 years | -33.36% | -23.19% | -10.17% |
Max Drawdown (5Y)Largest decline over 5 years | -33.36% | -30.98% | -2.38% |
Max Drawdown (10Y)Largest decline over 10 years | -38.52% | -67.43% | +28.91% |
Current DrawdownCurrent decline from peak | -6.61% | -2.69% | -3.92% |
Average DrawdownAverage peak-to-trough decline | -29.57% | -10.57% | -19.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.79% | 4.31% | +1.48% |
Volatility
AAPL vs. CTRE - Volatility Comparison
Apple Inc (AAPL) has a higher volatility of 10.27% compared to CareTrust REIT, Inc. (CTRE) at 8.02%. This indicates that AAPL's price experiences larger fluctuations and is considered to be riskier than CTRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAPL | CTRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.27% | 8.02% | +2.25% |
Volatility (6M)Calculated over the trailing 6-month period | 18.30% | 20.22% | -1.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.74% | 24.05% | -0.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.73% | 24.59% | +3.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.01% | 35.37% | -6.36% |
Dividends
AAPL vs. CTRE - Dividend Comparison
AAPL's dividend yield for the trailing twelve months is around 0.36%, less than CTRE's 3.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.36% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
CTRE CareTrust REIT, Inc. | 3.55% | 3.71% | 4.29% | 5.00% | 5.92% | 4.64% | 4.51% | 4.36% | 4.44% | 4.42% | 4.44% | 5.84% |
Financials
AAPL vs. CTRE - Financials Comparison
This section allows you to compare key financial metrics between Apple Inc and CareTrust REIT, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AAPL vs. CTRE - Profitability Comparison
AAPL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Apple Inc reported a gross profit of 54.78B and revenue of 111.18B. Therefore, the gross margin over that period was 49.3%.
CTRE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, CareTrust REIT, Inc. reported a gross profit of 142.28M and revenue of 142.78M. Therefore, the gross margin over that period was 99.7%.
AAPL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Apple Inc reported an operating income of 35.89B and revenue of 111.18B, resulting in an operating margin of 32.3%.
CTRE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, CareTrust REIT, Inc. reported an operating income of 127.94M and revenue of 142.78M, resulting in an operating margin of 89.6%.
AAPL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Apple Inc reported a net income of 29.58B and revenue of 111.18B, resulting in a net margin of 26.6%.
CTRE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, CareTrust REIT, Inc. reported a net income of 80.21M and revenue of 142.78M, resulting in a net margin of 56.2%.
Frequently Asked Questions
AAPL and CTRE have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AAPL has higher volatility (10.27%) compared to CTRE (8.02%). In terms of maximum drawdown, AAPL dropped -81.80% vs CTRE's -67.43%.
AAPL currently has the higher Sharpe Ratio (1.79 vs 1.66), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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