CARE vs. AAPL
CARE (Carter Bankshares, Inc.) and AAPL (Apple Inc) are both stocks. CARE operates in Banks - Regional (Financial Services), while AAPL operates in Consumer Electronics (Technology). Over the past 10 years, CARE returned 9.15%/yr vs 29.36%/yr for AAPL. At a 0.16 correlation, their price movements are largely independent.
Performance
CARE vs. AAPL - Performance Comparison
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Returns By Period
In the year-to-date period, CARE achieves a 52.54% return, which is significantly higher than AAPL's 7.29% return. Over the past 10 years, CARE has underperformed AAPL with an annualized return of 9.15%, while AAPL has yielded a comparatively higher 29.36% annualized return.
CARE
- 1D
- 1.07%
- 1M
- 12.31%
- YTD
- 52.54%
- 6M
- 50.09%
- 1Y
- 79.68%
- 3Y*
- 23.55%
- 5Y*
- 16.01%
- 10Y*
- 9.15%
AAPL
- 1D
- -1.52%
- 1M
- -2.59%
- YTD
- 7.29%
- 6M
- 4.81%
- 1Y
- 46.73%
- 3Y*
- 17.21%
- 5Y*
- 18.59%
- 10Y*
- 29.36%
CARE vs. AAPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CARE Carter Bankshares, Inc. | 52.54% | 11.77% | 17.50% | -9.76% | 7.80% | 43.56% | -54.48% | 58.13% | -14.53% | 32.05% |
AAPL Apple Inc | 7.29% | 9.05% | 30.71% | 49.01% | -26.40% | 34.65% | 82.31% | 88.96% | -5.39% | 48.46% |
Correlation
The correlation between CARE and AAPL is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Aug 27, 2012 | 0.16 |
Fundamentals
CARE:
$652.68M
AAPL:
$4.30T
CARE:
$4.87
AAPL:
$8.24
CARE:
6.13
AAPL:
35.35
CARE:
0.43
AAPL:
4.65
CARE:
2.07
AAPL:
9.60
CARE:
1.29
AAPL:
40.37
CARE:
$319.93M
AAPL:
$451.44B
CARE:
$256.97M
AAPL:
$216.07B
CARE:
$142.80M
AAPL:
$153.63B
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Return for Risk
CARE vs. AAPL — Risk / Return Rank
CARE
AAPL
CARE vs. AAPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carter Bankshares, Inc. (CARE) 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.
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.
| CARE | AAPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.96 | ||
| Sortino ratioReturn per unit of downside risk | +0.88 | ||
| Omega ratioGain probability vs. loss probability | 1.53 | 1.38 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 5.06 | 3.40 | +1.66 |
| Martin ratioReturn relative to average drawdown | 14.55 | 8.47 | +6.08 |
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Drawdowns
CARE vs. AAPL - Drawdown Comparison
The maximum CARE drawdown since its inception was -73.17%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for CARE and AAPL.
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Drawdown Indicators
| CARE | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.17% | -81.80% | +8.63% |
Max Drawdown (1Y)Largest decline over 1 year | -15.83% | -13.80% | -2.03% |
Max Drawdown (3Y)Largest decline over 3 years | -35.75% | -33.36% | -2.39% |
Max Drawdown (5Y)Largest decline over 5 years | -42.95% | -33.36% | -9.59% |
Max Drawdown (10Y)Largest decline over 10 years | -73.17% | -38.52% | -34.65% |
Current DrawdownCurrent decline from peak | 0.00% | -7.64% | +7.64% |
Average DrawdownAverage peak-to-trough decline | -19.46% | -29.59% | +10.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.50% | 5.53% | -0.03% |
Volatility
CARE vs. AAPL - Volatility Comparison
Carter Bankshares, Inc. (CARE) has a higher volatility of 8.65% compared to Apple Inc (AAPL) at 6.73%. This indicates that CARE's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CARE | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.65% | 6.73% | +1.92% |
Volatility (6M)Calculated over the trailing 6-month period | 18.11% | 16.53% | +1.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.45% | 22.64% | +3.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.05% | 27.52% | +3.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.81% | 28.92% | +7.89% |
Dividends
CARE vs. AAPL - Dividend Comparison
CARE's dividend yield for the trailing twelve months is around 0.33%, less than AAPL's 0.36% 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% |
CARE Carter Bankshares, Inc. | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.31% | 0.00% | 0.00% | 0.00% | 2.26% | 2.96% |
Financials
CARE vs. AAPL - Financials Comparison
This section allows you to compare key financial metrics between Carter Bankshares, Inc. and Apple 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
Frequently Asked Questions
CARE and AAPL have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CARE has higher volatility (8.65%) compared to AAPL (6.73%). In terms of maximum drawdown, CARE dropped -73.17% vs AAPL's -81.80%.
CARE currently has the higher Sharpe Ratio (3.03 vs 2.07), 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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