Apple Inc
Provider: Exchange
| Annualised Return | 21.79% |
| Realised Volatility | 40.81% |
| Downside Volatility | 27.11% |
| Max Drawdown | -79.68% |
| Winning months | 57.37% |
| Sharpe Ratio | 0.53 |
| Sortino Ratio | 0.8 |
| Calmar Ratio | 0.27 |
| Viking Ratio | 0.39 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.55% | 1.91% | -3.93% | 6.92% | 15.11% | -7.27% | 6.76% | 2.66% | 4.87% | 22.55% | |||
| 2025 | -5.76% | 2.59% | -8.15% | -4.34% | -5.36% | 2.15% | 1.17% | 11.96% | 9.69% | 6.18% | 3.24% | -2.51% | 9.05% |
| 2024 | -4.22% | -1.85% | -5.13% | -0.67% | 13.02% | 9.56% | 5.44% | 3.24% | 1.75% | -3.04% | 5.17% | 5.52% | 30.71% |
| 2023 | 11.05% | 2.32% | 11.86% | 2.9% | 4.61% | 9.43% | 1.28% | -4.24% | -8.87% | -0.26% | 11.38% | 1.36% | 49.01% |
| 2022 | -1.57% | -5.41% | 5.75% | -9.71% | -5.45% | -8.14% | 18.86% | -3.12% | -12.1% | 10.96% | -3.3% | -12.23% | -26.4% |
| 2021 | -0.55% | -7.97% | 0.73% | 7.62% | -5.05% | 9.91% | 6.5% | 4.25% | -6.8% | 5.87% | 10.51% | 7.42% | 34.65% |
| 2020 | 5.4% | -11.47% | -6.98% | 15.54% | 8.51% | 14.74% | 16.51% | 21.66% | -10.25% | -6% | 9.55% | 11.46% | 82.31% |
| 2019 | 5.52% | 4.48% | 9.7% | 5.64% | -12.42% | 13.05% | 7.64% | -1.65% | 7.3% | 11.07% | 7.76% | 9.88% | 88.96% |
| 2018 | -1.06% | 6.82% | -5.81% | -1.5% | 13.51% | -0.94% | 2.8% | 20.04% | -0.83% | -3.05% | -18.12% | -11.67% | -5.39% |
| 2017 | 4.77% | 13.38% | 4.87% | -0.01% | 6.78% | -5.72% | 3.27% | 10.7% | -6.02% | 9.68% | 2.03% | -1.52% | 48.46% |
| 2016 | -7.52% | -0.13% | 12.72% | -13.99% | 7.18% | -4.27% | 9.01% | 2.37% | 6.55% | 0.43% | -2.16% | 4.8% | 12.48% |
| 2015 | 6.14% | 10.08% | -3.14% | 0.58% | 4.53% | -3.73% | -3.29% | -6.62% | -2.18% | 8.34% | -0.58% | -11.02% | -3.01% |
| 2014 | -10.77% | 5.75% | 2% | 9.94% | 7.87% | 2.77% | 2.87% | 7.75% | -1.71% | 7.2% | 10.6% | -7.19% | 40.62% |
| 2013 | -14.41% | -2.53% | 0.29% | 0.03% | 2.24% | -11.83% | 14.12% | 8.38% | -2.15% | 9.64% | 7% | 0.89% | 8.07% |
| 2012 | 12.71% | 18.83% | 10.53% | -2.6% | -1.07% | 1.09% | 4.58% | 9.39% | 0.28% | -10.76% | -1.24% | -9.07% | 32.57% |
| 2011 | 5.2% | 4.09% | -1.33% | 0.47% | -0.66% | -3.5% | 16.33% | -1.45% | -0.91% | 6.15% | -5.58% | 5.97% | 25.56% |
| 2010 | -8.86% | 6.54% | 14.85% | 11.1% | -1.61% | -2.08% | 2.27% | -5.5% | 16.72% | 6.07% | 3.38% | 3.67% | 53.07% |
| 2009 | 5.6% | -0.91% | 17.7% | 19.7% | 7.93% | 4.87% | 14.72% | 2.95% | 10.19% | 1.7% | 6.05% | 5.41% | 146.9% |
| 2008 | -31.66% | -7.64% | 14.78% | 21.22% | 8.51% | -11.29% | -5.07% | 6.66% | -32.96% | -5.34% | -13.87% | -7.9% | -56.91% |
| 2007 | 1.05% | -1.31% | 9.81% | 7.42% | 21.43% | 0.7% | 7.96% | 5.1% | 10.83% | 23.77% | -4.07% | 8.7% | 133.48% |
| 2006 | 5.04% | -9.3% | -8.43% | 12.23% | -15.09% | -4.18% | 18.67% | -0.16% | 13.46% | 5.32% | 13.05% | -7.44% | 18.01% |
| 2005 | 19.41% | 16.68% | -7.12% | -13.46% | 10.26% | -7.42% | 15.87% | 9.94% | 14.33% | 7.42% | 17.76% | 6% | 123.26% |
| 2004 | 5.57% | 6.02% | 13.06% | -4.67% | 8.85% | 15.97% | -0.62% | 6.66% | 12.35% | 35.22% | 27.96% | -3.95% | 201.35% |
| 2003 | 0.23% | 4.52% | -5.79% | 0.57% | 26.19% | 6.18% | 10.6% | 7.27% | -8.34% | 10.45% | -8.65% | 2.21% | 49.14% |
| 2002 | 12.89% | -12.23% | 9.09% | 2.54% | -4.02% | -23.94% | -13.89% | -3.33% | -1.72% | 10.84% | -3.54% | -7.55% | -34.56% |
| 2001 | 45.35% | -15.62% | 20.96% | 15.48% | -21.75% | 16.56% | -19.18% | -1.28% | -16.37% | 13.19% | 21.29% | 2.83% | 47.19% |
| 2000 | 0.91% | 10.48% | 18.48% | -8.65% | -32.29% | 24.71% | -2.99% | 19.92% | -57.74% | -24.02% | -15.65% | -9.85% | -71.06% |
| 1999 | 0.62% | -15.49% | 3.23% | 28.02% | -4.22% | 5.1% | 20.24% | 17.17% | -2.97% | 26.55% | 22.17% | 5.04% | 151.16% |
| 1998 | 39.55% | 29.07% | 16.36% | -0.44% | -2.74% | 7.73% | 20.7% | -9.93% | 22.26% | -2.63% | -13.98% | 28.18% | 212.03% |
| 1997 | -20.37% | -2.25% | 12.35% | -6.89% | -2.2% | -14.24% | 22.8% | 24.22% | -0.25% | -21.45% | 4.16% | -26.07% | -37.16% |
| 1996 | -13.3% | -0.48% | -10.65% | -0.76% | 7.13% | -19.61% | 4.78% | 10.21% | -8.49% | 3.68% | 4.88% | -13.47% | -34.49% |
| 1995 | 4.19% | -1.91% | -10.76% | 8.53% | 8.96% | 11.72% | -3.1% | -4.19% | -13.35% | -2.52% | 5.32% | -16.42% | -16.82% |
| 1994 | 12.01% | 11.85% | -8.91% | -9.78% | -2.1% | -9.4% | 27.07% | 7.8% | -6.9% | 28.19% | -13.48% | 4.03% | 34.38% |
| 1993 | -0.42% | -10.74% | -2.82% | -0.48% | 10.71% | -30.23% | -29.75% | -4.09% | -11.79% | 31.57% | 2.78% | -7.14% | -50.45% |
| 1992 | 14.6% | 4.43% | -13.71% | 3.22% | -0.6% | -19.51% | -2.59% | -1.34% | -1.91% | 16.34% | 9.75% | 3.91% | 6.67% |
| 1991 | 29.1% | 3.36% | 18.78% | -19.13% | -14.32% | -11.71% | 11.46% | 14.85% | -6.62% | 4.06% | -1.23% | 11.34% | 32.65% |
| 1990 | -9.42% | 0.34% | 18.38% | -2.16% | 5.04% | 8.49% | -6.14% | -11.65% | -21.63% | 6.07% | 19.88% | 17.01% | 15.99% |