Apple Inc. (AAPL) Stock Total Returns
Growth of $10,000 chart
2021-03-18 to 2026-03-18 to
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| Final Value | Total Return | CAGR | Dividends | Yield on Cost | |
|---|---|---|---|---|---|
| Nominal | $21,175.99 | 111.76% | 16.19% | $402.70 | 4.03% |
| Real * | $17,134.34 | 71.34% | 11.37% | $350.91 | 3.51% |
* Adjusted to Mar 2021 purchasing power (US CPI-U) Taxes: $80.54 · Transaction costs: $0.64 Reinvested dividends with 20% tax, 0.2% cost per reinvestment.
Rolling 1-Year Returns (252 Trading Days)
| Metric | Value |
|---|---|
| Average Rolling Return | +14.00% |
| Median Rolling Return | +14.08% |
| Best Rolling Return | +53.43% |
| Worst Rolling Return | -30.25% |
| % of Windows Positive | 83.7% |
Risk Metrics
| Metric | Value |
|---|---|
| Maximum Drawdown | -33.38% |
| Drawdown Duration | 203 Trading Days |
| Sortino Ratio | 1.01 |
| Calmar Ratio | 0.56 |
| CVaR (5%) | -3.86% |
Yearly Returns
| Year | Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -7.99% (-32.64% ann.) | $799.35 | $9.56 | $1.91 | $0.02 |
| 2025 | +8.95% | +$894.71 | $41.19 | $8.24 | $0.07 |
| 2024 | +30.58% | +$3057.63 | $51.50 | $10.30 | $0.08 |
| 2023 | +48.84% | +$4883.76 | $73.24 | $14.65 | $0.12 |
| 2022 | -26.49% | $2648.99 | $51.33 | $10.27 | $0.08 |
| 2021 | +34.48% | +$3448.13 | $65.31 | $13.06 | $0.10 |
| 2020 | +81.99% | +$8199.32 | $110.32 | $22.06 | $0.18 |
| 2019 | +88.40% | +$8839.84 | $193.68 | $38.74 | $0.31 |
| 2018 | -5.67% | $567.45 | $167.44 | $33.49 | $0.27 |
| 2017 | +48.00% | +$4799.72 | $213.49 | $42.70 | $0.34 |
| 2016 | +11.98% | +$1198.40 | $213.32 | $42.66 | $0.34 |
| 2015 | -3.35% | $334.63 | $184.84 | $36.97 | $0.30 |
| 2014 | +40.03% | +$4003.05 | $231.89 | $46.38 | $0.37 |
| 2013 | +7.52% | +$752.48 | $223.43 | $44.69 | $0.36 |
| 2012 | +32.35% | +$3234.78 | $131.09 | $26.22 | $0.21 |
| 2011 | +25.56% | +$2555.80 | $0.00 | $0.00 | $0.00 |
| 2010 | +53.07% | +$5306.79 | $0.00 | $0.00 | $0.00 |
| 2009 | +146.90% | +$14690.10 | $0.00 | $0.00 | $0.00 |
| 2008 | -56.91% | $5691.14 | $0.00 | $0.00 | $0.00 |
| 2007 | +133.47% | +$13347.48 | $0.00 | $0.00 | $0.00 |
| 2006 | +18.01% | +$1801.36 | $0.00 | $0.00 | $0.00 |
| 2005 | +123.26% | +$12326.09 | $0.00 | $0.00 | $0.00 |
| 2004 | +201.36% | +$20135.71 | $0.00 | $0.00 | $0.00 |
| 2003 | +49.13% | +$4912.76 | $0.00 | $0.00 | $0.00 |
| 2002 | -34.57% | $3456.61 | $0.00 | $0.00 | $0.00 |
| 2001 | +47.23% | +$4722.67 | $0.00 | $0.00 | $0.00 |
| 2000 | -71.06% | $7106.38 | $0.00 | $0.00 | $0.00 |
| 1999 | +151.15% | +$15114.54 | $0.00 | $0.00 | $0.00 |
| 1998 | +211.90% | +$21190.32 | $0.00 | $0.00 | $0.00 |
| 1997 | -37.13% | $3712.55 | $0.00 | $0.00 | $0.00 |
| 1996 | -34.51% | $3450.97 | $0.00 | $0.00 | $0.00 |
| 1995 | -17.53% | $1752.59 | $123.43 | $24.69 | $0.19 |
| 1994 | +34.80% | +$3480.35 | $164.74 | $32.95 | $0.26 |
| 1993 | -50.56% | $5056.19 | $80.55 | $16.11 | $0.13 |
| 1992 | +6.73% | +$672.68 | $85.32 | $17.06 | $0.14 |
| 1991 | +32.10% | +$3209.84 | $111.90 | $22.38 | $0.18 |
| 1990 | +23.20% | +$2320.32 | $128.11 | $25.63 | $0.21 |
| 1989 | -11.74% | $1174.07 | $102.18 | $20.44 | $0.16 |
| 1988 | -3.51% | $351.02 | $81.14 | $16.23 | $0.13 |
| 1987 | +108.25% | +$10825.07 | $98.90 | $19.78 | $0.16 |
| 1986 | +84.09% | +$8409.19 | $0.00 | $0.00 | $0.00 |
| 1985 | -24.46% | $2446.36 | $0.00 | $0.00 | $0.00 |
| 1984 | +19.49% | +$1948.69 | $0.00 | $0.00 | $0.00 |
| 1983 | -18.41% | $1841.03 | $0.00 | $0.00 | $0.00 |
| 1982 | +35.03% | +$3502.92 | $0.00 | $0.00 | $0.00 |
| 1981 | -35.17% | $3516.52 | $0.00 | $0.00 | $0.00 |
| 1980 partial | +18.70% (+2597.38% ann.) | +$1869.61 | $0.00 | $0.00 | $0.00 |
Market Regime Returns
| Regime | Period | Return | Ann. Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | 1995-08-09 – 2000-03-10 | +192.95% | +26.41% | +$19294.61 | $55.69 | $11.14 | $0.09 |
| Dot-com bust / post-bubble disinflation scare | 2000-03-13 – 2002-10-09 | -77.60% | -44.08% | $7759.50 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | 2002-10-10 – 2007-10-09 | +2279.31% | +88.57% | +$227930.77 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | 2007-10-10 – 2009-03-09 | -50.17% | -38.92% | $5017.09 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | 2009-03-10 – 2012-07-25 | +548.73% | +74.00% | +$54873.07 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | 2012-07-26 – 2020-02-19 | +341.26% | +21.67% | +$34126.45 | $2298.67 | $459.73 | $3.68 |
| Pandemic shock / liquidity crash | 2020-02-20 – 2020-03-23 | -29.95% | -98.28% | $2995.00 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | 2020-03-24 – 2020-11-06 | +93.26% | +188.68% | +$9325.99 | $99.83 | $19.97 | $0.16 |
| Reopening reflation / fiscal boom / supply bottlenecks | 2020-11-09 – 2021-11-29 | +38.44% | +36.14% | +$3843.54 | $74.51 | $14.90 | $0.12 |
| Inflation shock / duration crash / aggressive tightening | 2021-11-30 – 2022-11-09 | -18.03% | -19.03% | $1803.10 | $55.14 | $11.03 | $0.09 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | 2022-11-10 – 2024-09-17 | +48.71% | +23.87% | +$4871.06 | $115.46 | $23.09 | $0.18 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | 2024-09-18 – 2026-03-18 | +13.84% | +9.06% | +$1384.19 | $69.94 | $13.99 | $0.11 |
Dividend History
| Date | Per Share | Yield % | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|---|---|
| 2021-05-07 | $0.2200 | 0.17% | $18.25 | $3.65 | $0.03 | 0.1119 |
| 2021-08-06 | $0.2200 | 0.15% | $18.28 | $3.66 | $0.03 | 0.0999 |
| 2021-11-05 | $0.2200 | 0.15% | $18.30 | $3.66 | $0.03 | 0.0966 |
| 2022-02-04 | $0.2200 | 0.13% | $18.32 | $3.66 | $0.03 | 0.0848 |
| 2022-05-06 | $0.2300 | 0.15% | $19.17 | $3.83 | $0.03 | 0.0973 |
| 2022-08-05 | $0.2300 | 0.14% | $19.20 | $3.84 | $0.03 | 0.0927 |
| 2022-11-04 | $0.2300 | 0.17% | $19.22 | $3.84 | $0.03 | 0.1109 |
| 2023-02-10 | $0.2300 | 0.15% | $19.24 | $3.85 | $0.03 | 0.1017 |
| 2023-05-12 | $0.2400 | 0.14% | $20.10 | $4.02 | $0.03 | 0.0930 |
| 2023-08-11 | $0.2400 | 0.13% | $20.13 | $4.03 | $0.03 | 0.0904 |
| 2023-11-10 | $0.2400 | 0.13% | $20.15 | $4.03 | $0.03 | 0.0863 |
| 2024-02-09 | $0.2400 | 0.13% | $20.17 | $4.03 | $0.03 | 0.0853 |
| 2024-05-10 | $0.2500 | 0.14% | $21.03 | $4.21 | $0.03 | 0.0917 |
| 2024-08-12 | $0.2500 | 0.12% | $21.05 | $4.21 | $0.03 | 0.0773 |
| 2024-11-08 | $0.2500 | 0.11% | $21.07 | $4.21 | $0.03 | 0.0741 |
| 2025-02-10 | $0.2500 | 0.11% | $21.09 | $4.22 | $0.03 | 0.0740 |
| 2025-05-12 | $0.2600 | 0.13% | $21.95 | $4.39 | $0.04 | 0.0832 |
| 2025-08-11 | $0.2600 | 0.11% | $21.97 | $4.39 | $0.04 | 0.0772 |
| 2025-11-10 | $0.2600 | 0.10% | $21.99 | $4.40 | $0.04 | 0.0652 |
| 2026-02-09 | $0.2600 | 0.09% | $22.01 | $4.40 | $0.04 | 0.0640 |
| Total | 20 payments | $402.70 | $80.54 | $0.64 | 1.7574 |