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AAPL: Apple Inc. (STOCK)
Basic Info 307.34 3.89(1.25%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/12/1980 |
| Last Dividend Date: | 05/11/2026 |
| 12-Mo. Yield | 0.53% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/12/1980 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.5 | 13.3 | 53.8 | 20.2 | 20.2 | 30.0 | 25.4 | 29.3 | 19.4 | 9.1 | 30.7 | 49.0 | -26.4 | 34.6 | 82.3 | 89.0 | -5.4 | 48.5 | 12.5 | -3.0 | 40.6 | 8.1 | 32.6 | 25.6 | 53.1 | 146.9 | -56.9 | 133.5 | 18.0 | 123.3 | 201.4 | 49.1 | -34.6 | 47.3 | -71.1 | 151.2 | 211.9 | -37.1 | -34.5 | -17.3 | 35.2 | -50.4 | 6.9 | 32.3 | 23.5 | -11.6 | -3.3 | 108.5 | 84.1 | -24.5 | 19.5 | -18.4 | 35.0 | -35.1 | 18.7 |
| Sharpe Ratio | NA | 1.3 | 2.3 | 0.66 | 0.64 | 0.98 | NA | NA | 0.37 | 0.19 | 1.2 | 2.26 | -0.78 | 1.38 | 1.75 | 3.33 | -0.24 | 2.74 | 0.52 | -0.11 | 1.87 | 0.28 | 1.12 | 0.97 | 1.99 | 4.35 | -0.98 | 3.49 | 0.38 | 3.12 | 5.05 | 1.31 | -0.73 | 0.73 | -0.74 | 2.52 | 3.44 | -0.65 | -0.76 | -0.51 | 0.75 | -1.02 | 0.12 | 0.6 | 0.41 | -0.51 | -0.24 | 1.56 | 2.01 | -0.67 | 0.26 | -0.37 | 0.52 | -0.85 | 44.98 |
| Draw Down(%) | NA | 11.2 | 13.8 | 33.4 | 33.4 | 38.5 | NA | NA | 81.8 | 31.1 | 15.4 | 14.9 | 30.3 | 18.6 | 31.4 | 17.8 | 36.5 | 8.9 | 18.9 | 21.8 | 10.9 | 28.5 | 27.1 | 13.9 | 12.9 | 18.9 | 59.4 | 19.8 | 40.8 | 24.3 | 13.5 | 20.6 | 48.0 | 43.7 | 80.6 | 30.8 | 28.3 | 55.7 | 51.8 | 35.1 | 33.8 | 64.9 | 37.8 | 43.3 | 47.1 | 31.7 | 23.2 | 52.7 | 21.5 | 52.7 | 34.2 | 71.5 | 50.3 | 58.7 | 12.2 |
| Standard Deviation(%) | NA | 24.0 | 22.3 | 25.7 | 27.3 | 28.8 | NA | NA | 44.4 | 32.2 | 22.6 | 20.3 | 35.6 | 25.1 | 46.7 | 26.3 | 28.8 | 17.5 | 23.4 | 26.7 | 21.7 | 28.9 | 29.3 | 26.3 | 26.7 | 33.7 | 58.7 | 37.6 | 38.1 | 38.8 | 39.6 | 36.9 | 48.9 | 62.3 | 101.5 | 58.7 | 60.6 | 62.4 | 49.8 | 41.7 | 43.1 | 51.3 | 35.5 | 46.9 | 43.7 | 34.1 | 33.6 | 66.6 | 39.5 | 44.6 | 47.6 | 67.2 | 52.3 | 53.3 | 79.0 |
| Treynor Ratio | NA | 0.35 | 0.55 | 0.15 | 0.15 | 0.24 | NA | NA | 0.14 | 0.05 | 0.28 | 0.41 | -0.21 | 0.26 | 0.73 | 0.56 | -0.05 | 0.35 | 0.12 | -0.03 | 0.48 | 0.13 | 0.26 | 0.33 | 0.5 | 1.67 | -0.6 | 1.09 | 0.09 | 0.69 | 1.48 | 0.41 | -0.33 | 0.27 | -0.43 | 1.09 | 1.83 | -0.54 | -0.46 | -0.25 | 0.28 | -0.37 | 0.03 | 0.25 | 0.12 | -0.22 | -0.06 | 0.71 | 0.79 | -0.35 | 0.08 | -0.17 | 0.15 | -0.29 | 38.74 |
| Alpha | NA | 0.06 | 0.09 | -0.01 | 0.02 | 0.05 | NA | NA | 0.05 | -0.04 | 0.03 | 0.06 | -0.01 | 0.0 | 0.18 | 0.1 | 0.01 | 0.06 | 0.01 | -0.01 | 0.1 | -0.02 | 0.05 | 0.09 | 0.12 | 0.29 | -0.12 | 0.34 | 0.0 | 0.32 | 0.41 | 0.06 | -0.03 | 0.31 | -0.25 | 0.33 | 0.4 | -0.2 | -0.19 | -0.15 | 0.15 | -0.28 | 0.0 | 0.03 | 0.14 | -0.11 | -0.07 | 0.33 | 0.23 | -0.15 | 0.1 | -0.08 | 0.06 | -0.05 | 1.39 |
| Beta | NA | 0.9 | 0.93 | 1.14 | 1.22 | 1.2 | NA | NA | 1.2 | 1.3 | 0.96 | 1.11 | 1.31 | 1.31 | 1.12 | 1.56 | 1.26 | 1.36 | 1.01 | 1.15 | 0.84 | 0.63 | 1.26 | 0.76 | 1.05 | 0.88 | 0.97 | 1.2 | 1.65 | 1.76 | 1.36 | 1.19 | 1.08 | 1.67 | 1.74 | 1.36 | 1.14 | 0.75 | 0.82 | 0.85 | 1.14 | 1.44 | 1.71 | 1.12 | 1.45 | 0.81 | 1.38 | 1.47 | 1.0 | 0.86 | 1.62 | 1.48 | 1.82 | 1.56 | 0.92 |
| RSquared | NA | 0.27 | 0.26 | 0.44 | 0.56 | 0.57 | NA | NA | 0.24 | 0.57 | 0.29 | 0.52 | 0.78 | 0.47 | 0.69 | 0.55 | 0.56 | 0.27 | 0.32 | 0.44 | 0.19 | 0.06 | 0.3 | 0.46 | 0.5 | 0.5 | 0.46 | 0.26 | 0.18 | 0.22 | 0.14 | 0.3 | 0.34 | 0.33 | 0.19 | 0.18 | 0.14 | 0.05 | 0.04 | 0.03 | 0.07 | 0.06 | 0.23 | 0.13 | 0.28 | 0.1 | 0.49 | 0.52 | 0.17 | 0.05 | 0.19 | 0.09 | 0.4 | 0.18 | 0.05 |
| Yield(%) | N/A | 0.2 | 0.5 | 0.6 | 0.8 | 1.8 | 0.9 | 3.7 | N/A | 0.4 | 0.5 | 0.8 | 0.5 | 0.7 | 0.9 | 1.9 | 1.6 | 2.1 | 2.1 | 1.9 | 1.3 | 2.1 | 1.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.2 | 1.6 | 0.8 | 0.8 | 1.1 | 1.2 | 1.0 | 0.8 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -48.5 | 4.0 | -7.3 | -61.2 | -36.9 | N/A | 1063.8 | N/A | 4.0 | 4.2 | 4.4 | 5.2 | -66.9 | -14.0 | 7.8 | 14.6 | 10.3 | 9.9 | -72.1 | -38.3 | 122.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 0.0 | 0.0 | 0.0 | 0.0 | 6.7 | 9.9 | 20.9 | 29.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/12/1980
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