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JWEL.TO vs. AAPL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

JWEL.TO vs. AAPL - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Jamieson Wellness Inc. (JWEL.TO) and Apple Inc (AAPL). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

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

Returns By Period

In the year-to-date period, JWEL.TO achieves a 6.05% return, which is significantly lower than AAPL's 15.79% return.


JWEL.TO

1D
2.03%
1M
5.38%
YTD
6.05%
6M
4.74%
1Y
-0.33%
3Y*
7.62%
5Y*
1.65%
10Y*

AAPL

1D
0.00%
1M
11.50%
YTD
15.79%
6M
10.25%
1Y
56.03%
3Y*
21.88%
5Y*
23.82%
10Y*
31.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JWEL.TO vs. AAPL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
JWEL.TO
Jamieson Wellness Inc.
6.05%-5.89%18.75%-7.34%-10.92%12.79%42.35%22.84%-3.09%469,077.94%
AAPL
Apple Inc
16.27%4.05%41.93%45.73%-21.16%33.43%79.23%79.67%2.63%15.52%

Correlation

The correlation between JWEL.TO and AAPL is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.16

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

0.17

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

0.17

Correlation (All Time)
Calculated using the full available price history since Jul 10, 2017

0.17

Fundamentals

Market Cap

JWEL.TO:

CA$1.50B

AAPL:

$4.60T

EPS

JWEL.TO:

CA$1.72

AAPL:

$8.24

PE Ratio

JWEL.TO:

20.50

AAPL:

37.79

PEG Ratio

JWEL.TO:

4.99

AAPL:

4.97

PS Ratio

JWEL.TO:

1.79

AAPL:

10.26

PB Ratio

JWEL.TO:

3.04

AAPL:

43.16

Total Revenue (TTM)

JWEL.TO:

CA$845.84M

AAPL:

$451.44B

Gross Profit (TTM)

JWEL.TO:

CA$352.20M

AAPL:

$216.07B

EBITDA (TTM)

JWEL.TO:

CA$143.97M

AAPL:

$153.63B

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Return for Risk

JWEL.TO vs. AAPL — Risk / Return Rank

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

JWEL.TO
JWEL.TO Risk / Return Rank: 3737
Overall Rank
JWEL.TO Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
JWEL.TO Sortino Ratio Rank: 3333
Sortino Ratio Rank
JWEL.TO Omega Ratio Rank: 3333
Omega Ratio Rank
JWEL.TO Calmar Ratio Rank: 4040
Calmar Ratio Rank
JWEL.TO Martin Ratio Rank: 4040
Martin Ratio Rank

AAPL
AAPL Risk / Return Rank: 9090
Overall Rank
AAPL Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
AAPL Sortino Ratio Rank: 9191
Sortino Ratio Rank
AAPL Omega Ratio Rank: 9090
Omega Ratio Rank
AAPL Calmar Ratio Rank: 8888
Calmar Ratio Rank
AAPL Martin Ratio Rank: 8787
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.

JWEL.TO vs. AAPL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Jamieson Wellness Inc. (JWEL.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.


JWEL.TOAAPLDifference
Sharpe ratioReturn per unit of total volatility

-2.52

Sortino ratioReturn per unit of downside risk

-3.36

Omega ratioGain probability vs. loss probability

1.01

1.45

-0.44

Calmar ratioReturn relative to maximum drawdown

-0.02

3.75

-3.78

Martin ratioReturn relative to average drawdown

-0.04

8.87

-8.91

JWEL.TO vs. AAPL - Sharpe Ratio Comparison

The current JWEL.TO Sharpe Ratio is -0.02, which is lower than the AAPL Sharpe Ratio of 2.50. The chart below compares the historical Sharpe Ratios of JWEL.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.


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Sharpe Ratios by Period


JWEL.TOAAPLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.02

2.50

-2.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.07

0.91

-0.84

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.00

1.14

-1.14

Drawdowns

JWEL.TO vs. AAPL - Drawdown Comparison

The maximum JWEL.TO drawdown since its inception was -45.81%, which is greater than AAPL's maximum drawdown of -40.80%. Use the drawdown chart below to compare losses from any high point for JWEL.TO and AAPL.


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Drawdown Indicators


JWEL.TOAAPLDifference

Max Drawdown

Largest peak-to-trough decline

-45.81%

-40.80%

-5.01%

Max Drawdown (1Y)

Largest decline over 1 year

-14.62%

-15.00%

+0.38%

Max Drawdown (3Y)

Largest decline over 3 years

-27.52%

-34.02%

+6.50%

Max Drawdown (5Y)

Largest decline over 5 years

-44.47%

-34.02%

-10.45%

Max Drawdown (10Y)

Largest decline over 10 years

-36.10%

Current Drawdown

Current decline from peak

-8.62%

-1.16%

-7.46%

Average Drawdown

Average peak-to-trough decline

-14.86%

-8.85%

-6.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.13%

6.34%

+1.79%

Volatility

JWEL.TO vs. AAPL - Volatility Comparison

Jamieson Wellness Inc. (JWEL.TO) has a higher volatility of 6.24% compared to Apple Inc (AAPL) at 5.21%. This indicates that JWEL.TO'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


JWEL.TOAAPLDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.24%

5.21%

+1.03%

Volatility (6M)

Calculated over the trailing 6-month period

14.07%

16.37%

-2.30%

Volatility (1Y)

Calculated over the trailing 1-year period

20.03%

22.54%

-2.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.48%

26.37%

-0.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

122,393.68%

27.80%

+122,365.88%

Dividends

JWEL.TO vs. AAPL - Dividend Comparison

JWEL.TO's dividend yield for the trailing twelve months is around 2.61%, more than AAPL's 0.34% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
JWEL.TO
Jamieson Wellness Inc.
2.61%2.62%2.18%2.27%1.82%1.37%1.30%1.48%1.59%0.72%0.00%0.00%

Financials

JWEL.TO vs. AAPL - Financials Comparison

This section allows you to compare key financial metrics between Jamieson Wellness 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0050.00B100.00B150.00B20222023202420252026
169.75M
111.18B
(JWEL.TO) Total Revenue
(AAPL) Total Revenue
Please note, different currencies. JWEL.TO values in CAD, AAPL values in USD

JWEL.TO vs. AAPL - Profitability Comparison

The chart below illustrates the profitability comparison between Jamieson Wellness Inc. and Apple Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

35.0%40.0%45.0%50.0%20222023202420252026
40.7%
49.3%
Portfolio components
JWEL.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Jamieson Wellness Inc. reported a gross profit of 69.09M and revenue of 169.75M. Therefore, the gross margin over that period was 40.7%.

AAPL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.

JWEL.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Jamieson Wellness Inc. reported an operating income of 14.16M and revenue of 169.75M, resulting in an operating margin of 8.3%.

AAPL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Apple Inc reported an operating income of 35.89B and revenue of 111.18B, resulting in an operating margin of 32.3%.

JWEL.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Jamieson Wellness Inc. reported a net income of 8.81M and revenue of 169.75M, resulting in a net margin of 5.2%.

AAPL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Apple Inc reported a net income of 29.58B and revenue of 111.18B, resulting in a net margin of 26.6%.


Frequently Asked Questions


JWEL.TO and AAPL have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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