Apogee Therapeutics, Inc. (APGE) Stock Total Returns

Growth of $10,000 chart

2023-07-14 to 2026-04-14
to
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Investment Performance

Final Value
$41,672
Total Return
316.72%
CAGR
67.99%
Dividends
$0.00
Yield on Cost
0.00%

Rolling Returns

1-Month (21 Trading Days)
Average+6.48%
Median+3.18%
Best+96.56%
Worst-30.80%
% of Windows Positive56.5%
1-Year (252 Trading Days)
Average+52.63%
Median+44.35%
Best+279.54%
Worst-49.32%
% of Windows Positive63.2%
3-Year (756 Trading Days)

Risk Metrics

Maximum Drawdown -58.75%
Average Drawdown -25.22%
Drawdown Duration 428 Trading Days
Sortino Ratio 1.78
Calmar Ratio 1.16
CVaR (5%) -8.58%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +17.21% (+74.66% ann.) +$1720.99 $0.00 $0.00 $0.00
2025 +66.62% +$6662.25 $0.00 $0.00 $0.00
2024 +62.13% +$6213.32 $0.00 $0.00 $0.00
2023 partial +31.61% (+81.69% ann.) +$3160.62 $0.00 $0.00 $0.00

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Disinflation rebound / AI-led narrow bull / higher-for-longer partial July 14, 2023 – September 17, 2024 +138.53% +108.90% +$13853.04 $0.00 $0.00 $0.00
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +65.86% +38.06% +$6586.05 $0.00 $0.00 $0.00

Dividend History

Date Per Share Yield %
Total 0 payments
No dividends recorded.

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

AA

CAGR 6.15% Total 2781.17% Final $288,117
1970-01-02 — 2026-04-14
EYE

CAGR -1.22% Total -9.88% Final $9,012
2017-10-27 — 2026-04-14
ONIT

CAGR -2.42% Total -51.54% Final $4,846
1996-09-25 — 2026-04-14