Apple is among the largest companies in the world, with a broad portfolio of hardware and software products targeted at consumers and businesses. Apple's iPhone makes up a majority of the firm sales, and Apple's other products like Mac, iPad, and Watch are designed around the iPhone as the focal point of an expansive software ecosystem. Apple has progressively worked to add new applications, like streaming video, subscription bundles, and augmented reality. The firm designs its own software and semiconductors while working with subcontractors like Foxconn and TSMC to build its products and chips. Slightly less than half of Apple's sales come directly through its flagship stores, with a majority of sales coming indirectly through partnerships and distribution.
Microsoft Corp
Amazon.Com Inc
Alphabet Inc. Class A Common Stock
Alphabet Inc. Class C Capital Stock
Nvidia Corp
Tesla, Inc. Common Stock
Meta Platforms, Inc. Class A Common Stock
NetFlix Inc
The Walt Disney Company
BERKSHIRE HATHAWAY Class B
The chart shows the growth of an initial investment of $10,000 in Apple Inc., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Apple Inc. (AAPL) has returned -6.00% so far this year and 31.99% over the past 12 months. Looking at the last ten years, AAPL has achieved an annualized return of 24.94%, outperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of Apple Inc. (AAPL) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -4.69% | 1.60% | -3.28% | 0.72% | ||||||||
| 2025 | -5.19% | 5.15% | -8.13% | -3.32% | -3.94% | 2.44% | 0.44% | 10.09% | 11.07% | 6.01% | 3.12% | -2.21% |
| 2024 | -1.47% | -1.76% | -4.49% | -0.50% | 13.37% | 9.19% | 4.71% | 2.06% | 1.95% | -1.57% | 7.41% | 5.54% |
| 2023 | 10.75% | 2.39% | 12.31% | 3.29% | 4.71% | 9.16% | 1.38% | -4.26% | -9.64% | -0.26% | 11.08% | 1.16% |
| 2022 | -1.72% | -5.11% | 6.02% | -9.41% | -5.02% | -8.79% | 19.46% | -2.35% | -11.77% | 10.95% | -4.55% | -12.33% |
| 2021 | -1.17% | -9.34% | -1.29% | 6.31% | -5.63% | 9.50% | 6.78% | 3.74% | -7.41% | 5.57% | 10.95% | 6.02% |
| 2020 | 4.48% | -10.17% | -9.92% | 19.19% | 11.07% | 14.81% | 16.41% | 19.26% | -12.77% | -7.46% | 9.11% | 9.65% |
| 2019 | 7.46% | 3.71% | 8.99% | 4.71% | -16.59% | 12.71% | 4.86% | -2.41% | 8.50% | 10.53% | 7.10% | 9.87% |
| 2018 | -1.60% | 6.55% | -6.03% | -1.56% | 12.29% | -1.53% | 3.52% | 14.31% | -1.17% | -3.99% | -18.48% | -14.49% |
| 2017 | 4.79% | 7.84% | 4.18% | -0.04% | 5.28% | -5.97% | 2.66% | 9.99% | -6.48% | 9.58% | 1.17% | -0.42% |
| 2016 | -13.83% | 6.27% | -3.45% | 9.13% | 1.62% | 6.51% | 0.74% | -2.59% | 4.94% |
The charts below present risk-adjusted performance metrics for Apple Inc. (AAPL) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of AAPL compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current Apple Inc. volatility is 1.20%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 359.24B | 364.98B | 352.58B | 352.76B | 351.00B | 323.89B | 338.52B | 365.73B | 375.32B | 321.69B | 290.48B | 231.84B | 207.00B | 176.06B | 116.37B | 75.18B | 53.85B |
| Equity Attributable To Parent (USD) | 73.73B | 56.95B | 62.15B | 50.67B | 63.09B | 65.34B | 90.49B | 107.15B | 134.05B | 128.25B | 119.36B | 111.55B | 123.55B | 118.21B | 76.62B | 47.79B | 27.83B |
| Equity Attributable To Noncontrolling Interest (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Equity (USD) | 73.73B | 56.95B | 62.15B | 50.67B | 63.09B | 65.34B | 90.49B | 107.15B | 134.05B | 128.25B | 119.36B | 111.55B | 123.55B | 118.21B | 76.62B | 47.79B | 27.83B |
| Other Non-current Liabilities (USD) | 29.20B | 34.98B | 40.03B | - | - | - | - | - | - | - | - | 27.86B | 22.83B | - | - | - | - |
| Long-term Debt (USD) | 90.68B | 96.66B | 105.10B | - | - | - | - | - | - | - | - | 28.99B | 16.96B | - | - | - | - |
| Noncurrent Liabilities (USD) | 119.88B | 131.64B | 145.13B | 148.10B | 162.43B | 153.16B | 142.31B | 141.71B | 140.46B | 114.43B | 90.51B | 56.84B | 39.79B | 19.31B | 11.79B | 6.67B | 6.74B |
| Other Current Liabilities (USD) | 95.77B | 107.43B | 82.70B | 89.87B | 70.72B | 63.10B | 59.48B | 60.98B | 51.77B | 41.71B | 45.12B | 32.04B | 20.33B | 16.63B | 12.75B | 8.27B | 13.68B |
| Wages (USD) | - | - | - | - | - | - | - | - | - | - | - | 1.21B | 959.00M | 735.00M | 590.00M | 436.00M | - |
| Accounts Payable (USD) | 69.86B | 68.96B | 62.61B | 64.12B | 54.76B | 42.30B | 46.24B | 55.89B | 49.05B | 37.29B | 35.49B | 30.20B | 22.37B | 21.18B | 14.63B | 12.02B | 5.60B |
| Current Liabilities (USD) | 165.63B | 176.39B | 145.31B | 153.98B | 125.48B | 105.39B | 105.72B | 116.87B | 100.81B | 79.01B | 80.61B | 63.45B | 43.66B | 38.54B | 27.97B | 20.72B | 19.28B |
| Liabilities (USD) | 285.51B | 308.03B | 290.44B | 302.08B | 287.91B | 258.55B | 248.03B | 258.58B | 241.27B | 193.44B | 171.12B | 120.29B | 83.45B | 57.85B | 39.76B | 27.39B | 26.02B |
| Other Non-current Assets (USD) | 161.45B | 166.31B | 165.30B | 175.23B | 176.73B | 143.41B | 138.32B | 193.08B | 210.59B | 184.60B | 174.74B | 138.54B | 112.94B | 98.74B | 67.85B | 33.16B | 17.34B |
| Intangible Assets (USD) | - | - | - | - | - | - | - | - | 2.30B | 3.21B | 3.89B | 4.14B | 4.18B | 4.22B | 3.54B | 342.00M | 247.00M |
| Fixed Assets (USD) | 49.83B | 45.68B | 43.72B | 42.12B | 39.44B | 36.77B | 37.38B | 41.30B | 33.78B | 27.01B | 22.47B | 20.62B | 16.60B | 15.45B | - | - | - |
| Noncurrent Assets (USD) | 211.28B | 211.99B | 209.02B | 217.35B | 216.17B | 180.18B | 175.70B | 234.39B | 246.67B | 214.82B | 201.10B | 163.31B | 133.71B | 118.41B | 71.38B | 33.51B | 17.59B |
| Other Current Assets (USD) | 142.24B | 145.70B | 137.24B | 130.46B | 128.26B | 139.65B | 158.71B | 127.38B | 123.79B | 104.74B | 87.03B | 66.42B | 71.52B | 56.86B | 44.21B | 40.63B | 35.81B |
| Inventory (USD) | 5.72B | 7.29B | 6.33B | 4.95B | 6.58B | 4.06B | 4.11B | 3.96B | 4.86B | 2.13B | 2.35B | 2.11B | 1.76B | 791.00M | 776.00M | 1.05B | 455.00M |
| Current Assets (USD) | 147.96B | 152.99B | 143.57B | 135.41B | 134.84B | 143.71B | 162.82B | 131.34B | 128.65B | 106.87B | 89.38B | 68.53B | 73.29B | 57.65B | 44.99B | 41.68B | 36.27B |
| Assets (USD) | 359.24B | 364.98B | 352.58B | 352.76B | 351.00B | 323.89B | 338.52B | 365.73B | 375.32B | 321.69B | 290.48B | 231.84B | 207.00B | 176.06B | 116.37B | 75.18B | 53.85B |
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