NTRS vs. AAPL
NTRS (Northern Trust Corporation) and AAPL (Apple Inc) are both stocks. NTRS operates in Asset Management (Financial Services), while AAPL operates in Consumer Electronics (Technology). Over the past 10 years, NTRS returned 11.91%/yr vs 30.07%/yr for AAPL. At a 0.28 correlation, their price movements are largely independent.
Performance
NTRS vs. AAPL - Performance Comparison
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Returns By Period
In the year-to-date period, NTRS achieves a 27.41% return, which is significantly higher than AAPL's 14.69% return. Over the past 10 years, NTRS has underperformed AAPL with an annualized return of 11.91%, while AAPL has yielded a comparatively higher 30.07% annualized return.
NTRS
- 1D
- 2.74%
- 1M
- 7.09%
- YTD
- 27.41%
- 6M
- 31.43%
- 1Y
- 67.22%
- 3Y*
- 36.81%
- 5Y*
- 10.82%
- 10Y*
- 11.91%
AAPL
- 1D
- 0.31%
- 1M
- 9.62%
- YTD
- 14.69%
- 6M
- 11.08%
- 1Y
- 54.06%
- 3Y*
- 20.68%
- 5Y*
- 20.46%
- 10Y*
- 30.07%
NTRS vs. AAPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NTRS Northern Trust Corporation | 27.41% | 36.92% | 25.63% | -1.02% | -23.82% | 31.65% | -9.29% | 30.59% | -14.68% | 14.18% |
AAPL Apple Inc | 14.69% | 9.05% | 30.71% | 49.01% | -26.40% | 34.65% | 82.31% | 88.96% | -5.39% | 48.46% |
Correlation
The correlation between NTRS and AAPL is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 1990 | 0.28 |
The correlation between NTRS and AAPL shifts across timeframes, from 0.24 (3 years) to 0.36 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
NTRS:
$9.09
AAPL:
$8.24
NTRS:
19.03
AAPL:
37.79
NTRS:
1.50
AAPL:
4.97
NTRS:
2.31
AAPL:
10.26
NTRS:
$14.30B
AAPL:
$451.44B
NTRS:
$8.09B
AAPL:
$216.07B
NTRS:
$3.21B
AAPL:
$153.63B
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Return for Risk
NTRS vs. AAPL — Risk / Return Rank
NTRS
AAPL
NTRS vs. AAPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern Trust Corporation (NTRS) 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.
| NTRS | AAPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.44 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 5.45 | 3.94 | +1.52 |
| Martin ratioReturn relative to average drawdown | 14.73 | 9.91 | +4.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NTRS | AAPL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.58 | 2.44 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.75 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 1.04 | -0.65 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.44 | -0.05 |
Drawdowns
NTRS vs. AAPL - Drawdown Comparison
The maximum NTRS drawdown since its inception was -67.67%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for NTRS and AAPL.
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Drawdown Indicators
| NTRS | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.67% | -81.80% | +14.13% |
Max Drawdown (1Y)Largest decline over 1 year | -12.39% | -13.80% | +1.41% |
Max Drawdown (3Y)Largest decline over 3 years | -25.21% | -33.36% | +8.15% |
Max Drawdown (5Y)Largest decline over 5 years | -50.03% | -33.36% | -16.67% |
Max Drawdown (10Y)Largest decline over 10 years | -50.03% | -38.52% | -11.51% |
Current DrawdownCurrent decline from peak | 0.00% | -1.26% | +1.26% |
Average DrawdownAverage peak-to-trough decline | -20.96% | -29.61% | +8.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.58% | 5.47% | -0.89% |
Volatility
NTRS vs. AAPL - Volatility Comparison
Northern Trust Corporation (NTRS) and Apple Inc (AAPL) have volatilities of 5.05% and 5.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NTRS | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.05% | 5.01% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 18.81% | 15.88% | +2.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.26% | 22.31% | +3.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.58% | 27.45% | +2.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.37% | 28.89% | +1.48% |
Dividends
NTRS vs. AAPL - Dividend Comparison
NTRS's dividend yield for the trailing twelve months is around 1.82%, more than AAPL's 0.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
NTRS Northern Trust Corporation | 1.82% | 2.27% | 2.93% | 3.56% | 3.28% | 2.34% | 3.01% | 2.45% | 2.32% | 1.60% | 1.66% | 1.96% |
Financials
NTRS vs. AAPL - Financials Comparison
This section allows you to compare key financial metrics between Northern Trust Corporation 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
NTRS vs. AAPL - Profitability Comparison
NTRS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Northern Trust Corporation reported a gross profit of 2.12B and revenue of 3.61B. Therefore, the gross margin over that period was 58.8%.
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%.
NTRS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Northern Trust Corporation reported an operating income of 625.80M and revenue of 3.61B, resulting in an operating margin of 17.3%.
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%.
NTRS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Northern Trust Corporation reported a net income of 466.00M and revenue of 3.61B, resulting in a net margin of 12.9%.
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
NTRS and AAPL have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NTRS has higher volatility (5.05%) compared to AAPL (5.01%). In terms of maximum drawdown, NTRS dropped -67.67% vs AAPL's -81.80%.
NTRS currently has the higher Sharpe Ratio (2.58 vs 2.44), 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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