Apple Inc
Provider: Exchange
| Annualised Return | 28.17% |
| Realised Volatility | 30.19% |
| Downside Volatility | 20.21% |
| Max Drawdown | -56.91% |
| Winning months | 60.73% |
| Sharpe Ratio | 0.93 |
| Sortino Ratio | 1.39 |
| Calmar Ratio | 0.49 |
| Viking Ratio | 0.6 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -5.76% | 2.59% | -1.15% | -4.43% | |||||||||
| 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% | -2.6% | 8.8% | -0.58% | -11.02% | -3.01% |
| 2014 | -10.77% | 5.75% | 1.99% | 9.94% | 7.87% | 2.77% | 2.87% | 7.75% | -1.71% | 7.2% | 10.6% | -7.19% | 40.62% |
| 2013 | -14.44% | -2.49% | 0.29% | 0.03% | 2.24% | -11.83% | 14.12% | 8.38% | -2.15% | 9.64% | 7.02% | 0.88% | 8.07% |
| 2012 | 12.71% | 18.83% | 10.53% | -2.6% | -1.07% | 1.09% | 4.58% | 9.37% | 0.3% | -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 | 0.08% | -1.31% | 9.81% | 7.41% | 21.44% | 0.7% | 7.96% | 5.1% | 10.82% | 23.77% | -4.07% | 8.7% | 131.24% |