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AAPL vs. XCNS.TO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

AAPL vs. XCNS.TO

Last updated Jun 9, 2026

AAPL (Apple Inc) is a stock, while XCNS.TO (iShares Core Conservative Balanced ETF Portfolio) is Diversified Portfolio fund actively managed by iShares. Over the past 5 years, AAPL returned 19.46%/yr vs 2.74%/yr for XCNS.TO. At a 0.30 correlation, their price movements are largely independent.

Performance

AAPL vs. XCNS.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Apple Inc (AAPL) and iShares Core Conservative Balanced ETF Portfolio (XCNS.TO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

In the year-to-date period, AAPL achieves a 11.12% return, which is significantly higher than XCNS.TO's 2.80% return.

AAPL

1D
-1.89%
1M
2.90%
YTD
11.12%
6M
8.71%
1Y
48.46%
3Y*
19.11%
5Y*
19.46%
10Y*
29.63%

XCNS.TO

1D
-1.59%
1M
-1.36%
YTD
2.80%
6M
4.31%
1Y
10.57%
3Y*
9.58%
5Y*
2.74%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

AAPL vs. XCNS.TO - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
AAPL
Apple Inc		11.12%9.05%30.71%49.01%-26.40%34.65%82.31%48.54%
XCNS.TO
iShares Core Conservative Balanced ETF Portfolio		2.80%15.74%3.01%13.36%-16.54%5.99%12.96%4.92%

Correlation

The correlation between AAPL and XCNS.TO is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.36

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

0.30

Correlation (5Y)
Calculated over the trailing 5-year period

0.31

Correlation (All Time)
Calculated using the full available price history since Aug 8, 2019

0.30

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Apple Inc

iShares Core Conservative Balanced ETF Portfolio

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Often compared with XCNS.TO:
XCNS.TO vs. XBAL.TOXCNS.TO vs. XINC.TOXCNS.TO vs. VCNS.TOXCNS.TO vs. XEQT.TOXCNS.TO vs. GCNS.TOXCNS.TO vs. XGRO.TOXCNS.TO vs. XTR.TO

Return for Risk

AAPL vs. XCNS.TO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AAPL
AAPL Risk / Return Rank: 8888
Overall Rank
AAPL Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
AAPL Sortino Ratio Rank: 9090
Sortino Ratio Rank
AAPL Omega Ratio Rank: 8888
Omega Ratio Rank
AAPL Calmar Ratio Rank: 8787
Calmar Ratio Rank
AAPL Martin Ratio Rank: 8686
Martin Ratio Rank
XCNS.TO
XCNS.TO Risk / Return Rank: 6565
Overall Rank
XCNS.TO Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
XCNS.TO Sortino Ratio Rank: 6666
Sortino Ratio Rank
XCNS.TO Omega Ratio Rank: 7070
Omega Ratio Rank
XCNS.TO Calmar Ratio Rank: 5959
Calmar Ratio Rank
XCNS.TO Martin Ratio Rank: 6464
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 vs. XCNS.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Apple Inc (AAPL) and iShares Core Conservative Balanced ETF Portfolio (XCNS.TO). 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.

AAPLXCNS.TODifference
Sharpe ratioReturn per unit of total volatility
2.18
1.33

+0.84

Sortino ratioReturn per unit of downside risk
3.09
1.94

+1.15

Omega ratioGain probability vs. loss probability

1.39

1.25

+0.15

Calmar ratioReturn relative to maximum drawdown

3.53

1.78

+1.75

Martin ratioReturn relative to average drawdown

8.89

7.47

+1.42

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AAPL vs. XCNS.TO - Sharpe Ratio Comparison

The current AAPL Sharpe Ratio is 2.18, which is higher than the XCNS.TO Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of AAPL and XCNS.TO, 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

AAPLXCNS.TODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.18

1.33

+0.84

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.71

0.29

+0.42

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.03

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

0.55

-0.11

Drawdowns

AAPL vs. XCNS.TO - Drawdown Comparison

The maximum AAPL drawdown since its inception was -81.80%, which is greater than XCNS.TO's maximum drawdown of -23.81%. Use the drawdown chart below to compare losses from any high point for AAPL and XCNS.TO.

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Drawdown Indicators

AAPLXCNS.TODifference

Max Drawdown

Largest peak-to-trough decline

-81.80%

-23.81%

-57.99%

Max Drawdown (1Y)

Largest decline over 1 year

-13.80%

-5.97%

-7.83%

Max Drawdown (3Y)

Largest decline over 3 years

-33.36%

-8.74%

-24.62%

Max Drawdown (5Y)

Largest decline over 5 years

-33.36%

-23.81%

-9.55%

Max Drawdown (10Y)

Largest decline over 10 years

-38.52%

—

—

Current Drawdown

Current decline from peak

-4.33%

-2.61%

-1.72%

Average Drawdown

Average peak-to-trough decline

-29.60%

-6.07%

-23.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.48%

1.42%

+4.06%

Volatility

AAPL vs. XCNS.TO - Volatility Comparison

Apple Inc (AAPL) has a higher volatility of 5.68% compared to iShares Core Conservative Balanced ETF Portfolio (XCNS.TO) at 3.35%. This indicates that AAPL's price experiences larger fluctuations and is considered to be riskier than XCNS.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

AAPLXCNS.TODifference

Volatility (1M)

Calculated over the trailing 1-month period

5.68%

3.35%

+2.33%

Volatility (6M)

Calculated over the trailing 6-month period

15.99%

6.61%

+9.38%

Volatility (1Y)

Calculated over the trailing 1-year period

22.41%

7.98%

+14.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.47%

9.58%

+17.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.91%

10.35%

+18.56%

Dividends

AAPL vs. XCNS.TO - Dividend Comparison

AAPL's dividend yield for the trailing twelve months is around 0.35%, less than XCNS.TO's 2.51% yield.

PositionTTM20252024202320222021202020192018201720162015
AAPL
Apple Inc		0.35%0.38%0.40%0.49%0.70%0.49%0.61%1.04%1.79%1.45%1.93%1.93%
XCNS.TO
iShares Core Conservative Balanced ETF Portfolio		2.51%2.54%2.58%2.49%2.26%1.81%2.15%0.92%0.00%0.00%0.00%0.00%

Frequently Asked Questions

AAPL and XCNS.TO have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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