PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
SMIFX vs. AAPL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

SMIFX vs. AAPL

Last updated Jun 23, 2026

SMIFX (Sound Mind Investing Fund) is Diversified Portfolio fund managed by SMI Funds, while AAPL (Apple Inc) is a stock. Over the past 10 years, SMIFX returned 9.47%/yr vs 30.17%/yr for AAPL. A 0.53 correlation means they provide meaningful diversification when combined.

Performance

SMIFX vs. AAPL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sound Mind Investing Fund (SMIFX) and Apple Inc (AAPL). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, SMIFX achieves a 15.94% return, which is significantly higher than AAPL's 9.45% return. Over the past 10 years, SMIFX has underperformed AAPL with an annualized return of 9.47%, while AAPL has yielded a comparatively higher 30.17% annualized return.

SMIFX

1D
0.90%
1M
0.54%
YTD
15.94%
6M
15.05%
1Y
21.32%
3Y*
12.51%
5Y*
6.77%
10Y*
9.47%

AAPL

1D
-0.34%
1M
-3.82%
YTD
9.45%
6M
9.81%
1Y
48.35%
3Y*
17.28%
5Y*
17.91%
10Y*
30.17%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SMIFX vs. AAPL - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
SMIFX
Sound Mind Investing Fund		15.94%3.16%16.65%5.17%-8.93%11.15%20.76%19.28%-8.56%17.49%
AAPL
Apple Inc		9.45%9.05%30.71%49.01%-26.40%34.65%82.31%88.96%-5.39%48.46%

Correlation

The correlation between SMIFX and AAPL is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.

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

0.34

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

0.45

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

0.50

Correlation (10Y)
Calculated over the trailing 10-year period

0.55

Correlation (All Time)
Calculated using the full available price history since Dec 7, 2005

0.53

The correlation between SMIFX and AAPL shifts across timeframes, from 0.34 (1 year) to 0.55 (10 years), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Sound Mind Investing Fund

Apple Inc

Often compared with SMIFX:
SMIFX vs. JEPQSMIFX vs. SMILXSMIFX vs. SMIDXSMIFX vs. WWWEXSMIFX vs. SICIXSMIFX vs. BAGPXSMIFX vs. CSTAX
Often compared with AAPL:
AAPL vs. MSFTAAPL vs. NVDAAAPL vs. SPYAAPL vs. GOOGAAPL vs. TSLAAAPL vs. AMZNAAPL vs. VOO

Return for Risk

SMIFX vs. AAPL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SMIFX
SMIFX Risk / Return Rank: 4545
Overall Rank
SMIFX Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
SMIFX Sortino Ratio Rank: 3636
Sortino Ratio Rank
SMIFX Omega Ratio Rank: 4040
Omega Ratio Rank
SMIFX Calmar Ratio Rank: 6262
Calmar Ratio Rank
SMIFX Martin Ratio Rank: 4646
Martin Ratio Rank
AAPL
AAPL Risk / Return Rank: 8888
Overall Rank
AAPL Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
AAPL Sortino Ratio Rank: 8989
Sortino Ratio Rank
AAPL Omega Ratio Rank: 8989
Omega Ratio Rank
AAPL Calmar Ratio Rank: 8787
Calmar Ratio Rank
AAPL Martin Ratio Rank: 8686
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.

SMIFX vs. AAPL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sound Mind Investing Fund (SMIFX) 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.

SMIFXAAPLDifference
Sharpe ratioReturn per unit of total volatility
1.72
2.16

-0.43

Sortino ratioReturn per unit of downside risk
2.33
3.03

-0.70

Omega ratioGain probability vs. loss probability

1.31

1.39

-0.08

Calmar ratioReturn relative to maximum drawdown

2.89

3.52

-0.64

Martin ratioReturn relative to average drawdown

9.12

8.68

+0.44

SMIFX vs. AAPL - Sharpe Ratio Comparison

The current SMIFX Sharpe Ratio is 1.72, which is comparable to the AAPL Sharpe Ratio of 2.16. The chart below compares the historical Sharpe Ratios of SMIFX 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.

Loading charts...

Drawdowns

SMIFX vs. AAPL - Drawdown Comparison

The maximum SMIFX drawdown since its inception was -54.33%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for SMIFX and AAPL.

Loading charts...

Drawdown Indicators

SMIFXAAPLDifference

Max Drawdown

Largest peak-to-trough decline

-54.33%

-81.80%

+27.47%

Max Drawdown (1Y)

Largest decline over 1 year

-7.42%

-13.80%

+6.38%

Max Drawdown (3Y)

Largest decline over 3 years

-19.98%

-33.36%

+13.38%

Max Drawdown (5Y)

Largest decline over 5 years

-41.36%

-33.36%

-8.00%

Max Drawdown (10Y)

Largest decline over 10 years

-41.36%

-38.52%

-2.84%

Current Drawdown

Current decline from peak

-9.47%

-5.77%

-3.70%

Average Drawdown

Average peak-to-trough decline

-14.27%

-29.58%

+15.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.34%

5.59%

-3.25%

Volatility

SMIFX vs. AAPL - Volatility Comparison

The current volatility for Sound Mind Investing Fund (SMIFX) is 5.23%, while Apple Inc (AAPL) has a volatility of 7.01%. This indicates that SMIFX experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading charts...

Volatility by Period

SMIFXAAPLDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.23%

7.01%

-1.78%

Volatility (6M)

Calculated over the trailing 6-month period

9.99%

16.59%

-6.60%

Volatility (1Y)

Calculated over the trailing 1-year period

12.44%

22.59%

-10.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.07%

27.52%

+1.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.21%

28.94%

-4.73%

Dividends

SMIFX vs. AAPL - Dividend Comparison

SMIFX's dividend yield for the trailing twelve months is around 4.60%, more than AAPL's 0.35% 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%
SMIFX
Sound Mind Investing Fund		4.60%5.33%1.28%1.73%0.97%46.86%0.00%0.48%26.02%10.06%0.00%14.94%

Frequently Asked Questions

SMIFX and AAPL have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AAPL has higher volatility (7.01%) compared to SMIFX (5.23%). In terms of maximum drawdown, SMIFX dropped -54.33% vs AAPL's -81.80%.

AAPL currently has the higher Sharpe Ratio (2.16 vs 1.72), 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.

Portfolio Optimizer

Find the right allocation for SMIFX and AAPL

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer