SMIFX vs. AAPL

Last updated Apr 1, 2026

Compare and contrast key facts about Sound Mind Investing Fund (SMIFX) and Apple Inc (AAPL).

SMIFX is managed by SMI Funds. It was launched on Dec 1, 2005.

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.

SMIFX vs. AAPL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SMIFX Sound Mind Investing Fund	3.42%	3.16%	16.65%	5.17%	-8.93%	11.15%	20.76%	19.28%	-8.56%	17.49%
AAPL Apple Inc	-6.56%	9.05%	30.71%	49.01%	-26.40%	34.65%	82.31%	88.96%	-5.39%	48.46%

Returns By Period

In the year-to-date period, SMIFX achieves a 3.42% return, which is significantly higher than AAPL's -6.56% return. Over the past 10 years, SMIFX has underperformed AAPL with an annualized return of 8.38%, while AAPL has yielded a comparatively higher 26.13% annualized return.

SMIFX

• 1D: -0.50%
• 1M: -6.81%
• YTD: 3.42%
• 6M: 0.85%
• 1Y: 11.31%
• 3Y*: 9.08%
• 5Y*: 4.80%
• 10Y*: 8.38%

AAPL

• 1D: 2.90%
• 1M: -3.93%
• YTD: -6.56%
• 6M: -0.14%
• 1Y: 14.75%
• 3Y*: 16.01%
• 5Y*: 16.20%
• 10Y*: 26.13%

*Multi-year figures are annualized to reflect compound growth (CAGR)

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: 29
SMIFX Sharpe Ratio Rank: 28
SMIFX Sortino Ratio Rank: 28
SMIFX Omega Ratio Rank: 31
SMIFX Calmar Ratio Rank: 26
SMIFX Martin Ratio Rank: 31

AAPL

AAPL Risk / Return Rank: 59
AAPL Sharpe Ratio Rank: 59
AAPL Sortino Ratio Rank: 54
AAPL Omega Ratio Rank: 56
AAPL Calmar Ratio Rank: 59
AAPL Martin Ratio Rank: 63

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.

	SMIFX	AAPL	Difference
Sharpe ratio Return per unit of total volatility	0.69	0.47	+0.22
Sortino ratio Return per unit of downside risk	1.06	0.92	+0.14
Omega ratio Gain probability vs. loss probability	1.16	1.13	+0.03
Calmar ratio Return relative to maximum drawdown	0.76	0.74	+0.03
Martin ratio Return relative to average drawdown	3.29	2.30	+0.99
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SMIFX vs. AAPL - Sharpe Ratio Comparison

The current SMIFX Sharpe Ratio is 0.69, which is higher than the AAPL Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of SMIFX and AAPL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SMIFX	AAPL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.69	0.47	+0.22
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.17	0.59	-0.43
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.35	0.91	-0.56
Sharpe Ratio (All Time) Calculated using the full available price history	0.29	0.43	-0.14

Correlation

The correlation between SMIFX and AAPL is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

SMIFX vs. AAPL - Dividend Comparison

SMIFX's dividend yield for the trailing twelve months is around 5.16%, more than AAPL's 0.41% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SMIFX Sound Mind Investing Fund	5.16%	5.33%	1.28%	1.73%	0.97%	46.86%	0.00%	0.48%	26.02%	10.06%	0.00%	14.94%
AAPL Apple Inc	0.41%	0.38%	0.40%	0.49%	0.70%	0.49%	0.61%	1.04%	1.79%	1.45%	1.93%	1.93%

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.

Drawdown Indicators

	SMIFX	AAPL	Difference
Max Drawdown Largest peak-to-trough decline	-54.33%	-81.80%	+27.47%
Max Drawdown (1Y) Largest decline over 1 year	-12.67%	-22.99%	+10.32%
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	-19.25%	-11.24%	-8.01%
Average Drawdown Average peak-to-trough decline	-14.30%	-29.71%	+15.41%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.94%	7.38%	-4.44%

Volatility

SMIFX vs. AAPL - Volatility Comparison

The current volatility for Sound Mind Investing Fund (SMIFX) is 3.76%, while Apple Inc (AAPL) has a volatility of 5.58%. 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.

Volatility by Period

	SMIFX	AAPL	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.76%	5.58%	-1.82%
Volatility (6M) Calculated over the trailing 6-month period	9.21%	15.09%	-5.88%
Volatility (1Y) Calculated over the trailing 1-year period	17.29%	31.66%	-14.37%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.06%	27.46%	+1.60%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.15%	28.94%	-4.79%