TGFRX vs. AAPL

Last updated Jun 3, 2026

TGFRX (Tanaka Growth Fund) is Mid Cap Growth Equities fund managed by Tanaka, while AAPL (Apple Inc) is a stock. Over the past 10 years, TGFRX returned 15.48%/yr vs 30.33%/yr for AAPL. A 0.53 correlation means they provide meaningful diversification when combined.

Performance

TGFRX vs. AAPL - Performance Comparison

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

Returns By Period

The year-to-date returns for both stocks are quite close, with TGFRX having a 16.29% return and AAPL slightly lower at 16.16%. Over the past 10 years, TGFRX has underperformed AAPL with an annualized return of 15.48%, while AAPL has yielded a comparatively higher 30.33% annualized return.

TGFRX

• 1D: -0.03%
• 1M: 1.07%
• YTD: 16.29%
• 6M: 13.07%
• 1Y: 58.90%
• 3Y*: 34.63%
• 5Y*: 15.52%
• 10Y*: 15.48%

AAPL

• 1D: 2.90%
• 1M: 12.62%
• YTD: 16.16%
• 6M: 10.34%
• 1Y: 56.89%
• 3Y*: 20.88%
• 5Y*: 21.22%
• 10Y*: 30.33%

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

TGFRX vs. AAPL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
TGFRX Tanaka Growth Fund	16.29%	39.56%	17.98%	50.24%	-22.62%	26.54%	50.87%	18.78%	-25.18%	7.28%
AAPL Apple Inc	16.16%	9.05%	30.71%	49.01%	-26.40%	34.65%	82.31%	88.96%	-5.39%	48.46%

Correlation

The correlation between TGFRX and AAPL is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.31
Correlation (3Y) Calculated over the trailing 3-year period	0.41
Correlation (5Y) Calculated over the trailing 5-year period	0.55
Correlation (10Y) Calculated over the trailing 10-year period	0.56
Correlation (All Time) Calculated using the full available price history since Jan 5, 1999	0.53

Over the past year, the correlation between TGFRX and AAPL has dropped to 0.31 - well below their long-term average of 0.53, suggesting their price drivers have been diverging.

Return for Risk

TGFRX vs. AAPL — Risk / Return Rank

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

TGFRX

TGFRX Risk / Return Rank: 48
TGFRX Sharpe Ratio Rank: 45
TGFRX Sortino Ratio Rank: 39
TGFRX Omega Ratio Rank: 37
TGFRX Calmar Ratio Rank: 78
TGFRX Martin Ratio Rank: 42

AAPL

AAPL Risk / Return Rank: 90
AAPL Sharpe Ratio Rank: 92
AAPL Sortino Ratio Rank: 92
AAPL Omega Ratio Rank: 91
AAPL Calmar Ratio Rank: 88
AAPL Martin Ratio Rank: 88

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.

TGFRX vs. AAPL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Tanaka Growth Fund (TGFRX) 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.

	TGFRX	AAPL	Difference
Sharpe ratio Return per unit of total volatility	1.98	2.57	-0.59
Sortino ratio Return per unit of downside risk	2.61	3.56	-0.95
Omega ratio Gain probability vs. loss probability	1.33	1.46	-0.13
Calmar ratio Return relative to maximum drawdown	3.53	4.17	-0.64
Martin ratio Return relative to average drawdown	9.06	10.52	-1.46
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

TGFRX vs. AAPL - Sharpe Ratio Comparison

The current TGFRX Sharpe Ratio is 1.98, which is comparable to the AAPL Sharpe Ratio of 2.57. The chart below compares the historical Sharpe Ratios of TGFRX 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.

Sharpe Ratios by Period

	TGFRX	AAPL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.98	2.57	-0.59
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.25	0.78	-0.53
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.33	1.05	-0.73
Sharpe Ratio (All Time) Calculated using the full available price history	0.23	0.44	-0.22

Drawdowns

TGFRX vs. AAPL - Drawdown Comparison

The maximum TGFRX drawdown since its inception was -74.43%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for TGFRX and AAPL.

Drawdown Indicators

	TGFRX	AAPL	Difference
Max Drawdown Largest peak-to-trough decline	-74.43%	-81.80%	+7.37%
Max Drawdown (1Y) Largest decline over 1 year	-16.01%	-13.80%	-2.21%
Max Drawdown (3Y) Largest decline over 3 years	-61.68%	-33.36%	-28.32%
Max Drawdown (5Y) Largest decline over 5 years	-61.68%	-33.36%	-28.32%
Max Drawdown (10Y) Largest decline over 10 years	-61.68%	-38.52%	-23.16%
Current Drawdown Current decline from peak	-28.48%	0.00%	-28.48%
Average Drawdown Average peak-to-trough decline	-29.60%	-29.61%	+0.01%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.24%	5.47%	+0.77%

Volatility

TGFRX vs. AAPL - Volatility Comparison

Tanaka Growth Fund (TGFRX) has a higher volatility of 8.41% compared to Apple Inc (AAPL) at 5.32%. This indicates that TGFRX'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.

Volatility by Period

	TGFRX	AAPL	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.41%	5.32%	+3.09%
Volatility (6M) Calculated over the trailing 6-month period	22.28%	15.89%	+6.39%
Volatility (1Y) Calculated over the trailing 1-year period	29.25%	22.25%	+7.00%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	62.00%	27.46%	+34.54%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	47.36%	28.89%	+18.47%

Dividends

TGFRX vs. AAPL - Dividend Comparison

TGFRX's dividend yield for the trailing twelve months is around 11.20%, more than AAPL's 0.33% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AAPL Apple Inc	0.33%	0.38%	0.40%	0.49%	0.70%	0.49%	0.61%	1.04%	1.79%	1.45%	1.93%	1.93%
TGFRX Tanaka Growth Fund	11.20%	13.02%	6.89%	0.00%	0.11%	7.44%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both TGFRX and AAPL in my portfolio?

TGFRX and AAPL have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, TGFRX or AAPL?

TGFRX has higher volatility (8.41%) compared to AAPL (5.32%). In terms of maximum drawdown, TGFRX dropped -74.43% vs AAPL's -81.80%.

Which has better risk-adjusted returns?

AAPL currently has the higher Sharpe Ratio (2.57 vs 1.98), 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.