Apple Hospitality REIT, Inc. (APLE) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$11,955
Total Return
19.55%
CAGR
3.64%
Dividends
$2,904.89
Yield on Cost
29.05%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.42% |
| Median | +0.26% |
| Best | +22.24% |
| Worst | -24.45% |
| % of Windows Positive | 52.0% |
1-Year (252 Trading Days)
| Average | -1.30% |
| Median | -1.02% |
| Best | +38.84% |
| Worst | -29.91% |
| % of Windows Positive | 46.1% |
3-Year (756 Trading Days)
| Average | -3.42% |
| Median | -4.73% |
| Best | +25.96% |
| Worst | -31.48% |
| % of Windows Positive | 40.8% |
Risk Metrics
| Maximum Drawdown | -34.18% |
| Average Drawdown | -12.28% |
| Drawdown Duration | 617 Trading Days |
| Sortino Ratio | 0.40 |
| Calmar Ratio | 0.11 |
| CVaR (5%) | -3.65% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +31.47% (+91.36% ann.) | +$3147.17 | $341.17 | $68.23 | $0.54 |
| 2025 | -17.88% | $1788.30 | $642.76 | $128.54 | $1.03 |
| 2024 | -2.58% | $258.05 | $622.84 | $124.57 | $0.98 |
| 2023 | +10.80% | +$1080.23 | $655.41 | $131.09 | $1.06 |
| 2022 | +1.41% | +$141.26 | $478.34 | $95.67 | $0.76 |
| 2021 | +25.35% | +$2535.44 | $31.01 | $6.19 | $0.04 |
| 2020 | -19.23% | $1922.81 | $185.56 | $37.11 | $0.29 |
| 2019 | +20.35% | +$2035.50 | $790.87 | $158.17 | $1.26 |
| 2018 | -22.81% | $2281.13 | $680.75 | $136.14 | $1.08 |
| 2017 | +2.79% | +$279.40 | $562.22 | $112.46 | $0.91 |
| 2016 | +5.23% | +$522.93 | $615.03 | $123.01 | $0.98 |
| 2015 partial | +14.75% (+24.78% ann.) | +$1474.98 | $451.20 | $90.25 | $0.72 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | May 18, 2015 – February 19, 2020 | +7.69% | +1.57% | +$768.54 | $3580.81 | $716.16 | $5.71 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -57.41% | -99.99% | $5740.59 | $66.13 | $13.23 | $0.10 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +38.13% | +68.15% | +$3812.59 | $0.00 | $0.00 | $0.00 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +27.81% | +26.21% | +$2781.16 | $24.88 | $4.97 | $0.03 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +5.90% | +6.27% | +$589.75 | $356.85 | $71.38 | $0.57 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -3.07% | -1.67% | $306.85 | $1210.94 | $242.21 | $1.93 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +16.84% | +9.55% | +$1683.92 | $1256.56 | $251.29 | $2.01 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2015-05-27 | $0.1000 | 0.55% |
| 2015-06-26 | $0.1000 | 0.53% |
| 2015-07-29 | $0.1000 | 0.56% |
| 2015-08-27 | $0.1000 | 0.59% |
| 2015-09-28 | $0.1000 | 0.53% |
| 2015-10-28 | $0.1000 | 0.51% |
| 2015-11-25 | $0.1000 | 0.51% |
| 2015-12-30 | $0.1000 | 0.49% |
| 2016-01-29 | $0.1000 | 0.56% |
| 2016-02-29 | $0.1000 | 0.53% |
| 2016-03-30 | $0.1000 | 0.51% |
| 2016-04-28 | $0.1000 | 0.53% |
| 2016-05-31 | $0.1000 | 0.54% |
| 2016-06-29 | $0.1000 | 0.55% |
| 2016-07-29 | $0.1000 | 0.49% |
| 2016-08-31 | $0.1000 | 0.51% |
| 2016-09-30 | $0.1000 | 0.54% |
| 2016-10-31 | $0.1000 | 0.56% |
| 2016-11-30 | $0.1000 | 0.53% |
| 2016-12-29 | $0.1000 | 0.51% |
| 2017-02-01 | $0.1000 | 0.50% |
| 2017-03-01 | $0.1000 | 0.51% |
| 2017-03-31 | $0.1000 | 0.52% |
| 2017-04-28 | $0.1000 | 0.52% |
| 2017-05-31 | $0.1000 | 0.53% |
| 2017-06-29 | $0.1000 | 0.52% |
| 2017-08-01 | $0.1000 | 0.54% |
| 2017-08-31 | $0.1000 | 0.56% |
| 2017-10-03 | $0.1000 | 0.53% |
| 2017-11-02 | $0.1000 | 0.53% |
| 2017-12-01 | $0.1000 | 0.51% |
| 2018-01-02 | $0.1000 | 0.51% |
| 2018-02-01 | $0.1000 | 0.51% |
| 2018-03-01 | $0.1000 | 0.59% |
| 2018-04-02 | $0.1000 | 0.57% |
| 2018-05-01 | $0.1000 | 0.56% |
| 2018-06-01 | $0.1000 | 0.53% |
| 2018-06-29 | $0.1000 | 0.55% |
| 2018-08-01 | $0.1000 | 0.56% |
| 2018-08-31 | $0.1000 | 0.56% |
| 2018-10-02 | $0.1000 | 0.58% |
| 2018-11-01 | $0.1000 | 0.62% |
| 2018-11-30 | $0.1000 | 0.63% |
| 2018-12-31 | $0.1000 | 0.70% |
| 2019-02-01 | $0.1000 | 0.61% |
| 2019-03-04 | $0.1000 | 0.61% |
| 2019-04-02 | $0.1000 | 0.60% |
| 2019-05-01 | $0.1000 | 0.61% |
| 2019-05-31 | $0.1000 | 0.63% |
| 2019-07-01 | $0.1000 | 0.63% |
| 2019-08-01 | $0.1000 | 0.64% |
| 2019-08-30 | $0.1000 | 0.63% |
| 2019-10-01 | $0.1000 | 0.60% |
| 2019-11-01 | $0.1000 | 0.61% |
| 2019-12-02 | $0.1000 | 0.62% |
| 2020-01-02 | $0.1000 | 0.62% |
| 2020-02-03 | $0.1000 | 0.67% |
| 2020-03-03 | $0.1000 | 0.76% |
| 2021-03-30 | $0.0100 | 0.07% |
| 2021-06-29 | $0.0100 | 0.07% |
| 2021-09-29 | $0.0100 | 0.06% |
| 2021-12-30 | $0.0100 | 0.06% |
| 2022-03-03 | $0.0500 | 0.28% |
| 2022-04-01 | $0.0500 | 0.28% |
| 2022-05-02 | $0.0500 | 0.28% |
| 2022-06-01 | $0.0500 | 0.30% |
| 2022-07-01 | $0.0500 | 0.34% |
| 2022-08-01 | $0.0500 | 0.30% |
| 2022-09-01 | $0.0700 | 0.44% |
| 2022-10-03 | $0.0700 | 0.50% |
| 2022-11-01 | $0.0800 | 0.47% |
| 2022-12-01 | $0.0800 | 0.47% |
| 2022-12-29 | $0.1600 | 1.03% |
| 2023-01-30 | $0.0800 | 0.45% |
| 2023-02-27 | $0.0800 | 0.48% |
| 2023-03-30 | $0.0800 | 0.54% |
| 2023-04-27 | $0.0800 | 0.54% |
| 2023-05-30 | $0.0800 | 0.55% |
| 2023-06-29 | $0.0800 | 0.55% |
| 2023-07-28 | $0.0800 | 0.53% |
| 2023-08-30 | $0.0800 | 0.52% |
| 2023-09-28 | $0.0800 | 0.52% |
| 2023-10-30 | $0.0800 | 0.54% |
| 2023-11-29 | $0.0800 | 0.48% |
| 2023-12-28 | $0.1300 | 0.76% |
| 2024-01-30 | $0.0800 | 0.48% |
| 2024-02-28 | $0.0800 | 0.50% |
| 2024-03-27 | $0.0800 | 0.49% |
| 2024-04-29 | $0.0800 | 0.53% |
| 2024-05-31 | $0.0800 | 0.56% |
| 2024-06-28 | $0.0800 | 0.56% |
| 2024-07-31 | $0.0800 | 0.53% |
| 2024-08-30 | $0.0800 | 0.56% |
| 2024-09-30 | $0.0800 | 0.53% |
| 2024-10-31 | $0.0800 | 0.52% |
| 2024-11-29 | $0.0800 | 0.49% |
| 2024-12-31 | $0.1300 | 0.84% |
| 2025-01-31 | $0.0800 | 0.52% |
| 2025-02-28 | $0.0800 | 0.55% |
| 2025-03-31 | $0.0800 | 0.62% |
| 2025-04-30 | $0.0800 | 0.68% |
| 2025-05-30 | $0.0800 | 0.67% |
| 2025-06-30 | $0.0800 | 0.68% |
| 2025-07-31 | $0.0800 | 0.67% |
| 2025-08-29 | $0.0800 | 0.61% |
| 2025-09-30 | $0.0800 | 0.67% |
| 2025-10-31 | $0.0800 | 0.70% |
| 2025-11-28 | $0.0800 | 0.67% |
| 2025-12-31 | $0.0800 | 0.67% |
| 2026-01-30 | $0.0800 | 0.68% |
| 2026-02-27 | $0.0800 | 0.64% |
| 2026-03-31 | $0.0800 | 0.70% |
| 2026-04-30 | $0.0800 | 0.59% |
| 2026-05-29 | $0.0800 | 0.53% |
| Total | 114 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-29 | $6.26 | $1.25 | $0.0087 | 0.3329 |
| 2021-09-29 | $6.26 | $1.25 | $0.0087 | 0.3109 |
| 2021-12-30 | $6.26 | $1.26 | $0.0087 | 0.3093 |
| 2022-03-03 | $31.32 | $6.26 | $0.05 | 1.3953 |
| 2022-04-01 | $31.39 | $6.28 | $0.05 | 1.3860 |
| 2022-05-02 | $31.46 | $6.29 | $0.05 | 1.4351 |
| 2022-06-01 | $31.53 | $6.31 | $0.05 | 1.4686 |
| 2022-07-01 | $31.61 | $6.32 | $0.05 | 1.7059 |
| 2022-08-01 | $31.68 | $6.33 | $0.05 | 1.5305 |
| 2022-09-01 | $44.47 | $8.90 | $0.07 | 2.2759 |
| 2022-10-03 | $44.63 | $8.92 | $0.07 | 2.5057 |
| 2022-11-01 | $51.20 | $10.24 | $0.08 | 2.3782 |
| 2022-12-01 | $51.39 | $10.28 | $0.08 | 2.4137 |
| 2022-12-29 | $103.18 | $20.64 | $0.16 | 5.2468 |
| 2023-01-30 | $52.01 | $10.41 | $0.09 | 2.3863 |
| 2023-02-27 | $52.20 | $10.44 | $0.09 | 2.5045 |
| 2023-03-30 | $52.40 | $10.48 | $0.09 | 2.7760 |
| 2023-04-27 | $52.62 | $10.53 | $0.09 | 2.8541 |
| 2023-05-30 | $52.85 | $10.57 | $0.09 | 2.9019 |
| 2023-06-29 | $53.08 | $10.61 | $0.09 | 2.8197 |
| 2023-07-28 | $53.31 | $10.67 | $0.09 | 2.7547 |
| 2023-08-30 | $53.53 | $10.71 | $0.09 | 2.8358 |
| 2023-09-28 | $53.75 | $10.75 | $0.09 | 2.7706 |
| 2023-10-30 | $53.98 | $10.80 | $0.09 | 2.8092 |
| 2023-11-29 | $54.20 | $10.84 | $0.09 | 2.6306 |
| 2023-12-28 | $88.41 | $17.68 | $0.14 | 4.1869 |
| 2024-01-30 | $54.75 | $10.95 | $0.09 | 2.6522 |
| 2024-02-28 | $54.95 | $10.99 | $0.09 | 2.7321 |
| 2024-03-27 | $55.18 | $11.04 | $0.09 | 2.6666 |
| 2024-04-29 | $55.39 | $11.08 | $0.09 | 2.9326 |
| 2024-05-31 | $55.62 | $11.12 | $0.09 | 3.0755 |
| 2024-06-28 | $55.87 | $11.18 | $0.09 | 3.0679 |
| 2024-07-31 | $56.12 | $11.22 | $0.09 | 3.0292 |
| 2024-08-30 | $56.36 | $11.27 | $0.09 | 3.1161 |
| 2024-09-30 | $56.61 | $11.32 | $0.09 | 3.0434 |
| 2024-10-31 | $56.85 | $11.37 | $0.09 | 3.0731 |
| 2024-11-29 | $57.09 | $11.42 | $0.10 | 2.8297 |
| 2024-12-31 | $93.15 | $18.63 | $0.15 | 4.8450 |
| 2025-01-31 | $57.71 | $11.54 | $0.10 | 2.9842 |
| 2025-02-28 | $57.95 | $11.59 | $0.10 | 3.1240 |
| 2025-03-31 | $58.20 | $11.64 | $0.10 | 3.5992 |
| 2025-04-30 | $58.49 | $11.70 | $0.10 | 3.9674 |
| 2025-05-30 | $58.80 | $11.76 | $0.10 | 4.0509 |
| 2025-06-30 | $59.13 | $11.83 | $0.10 | 4.0453 |
| 2025-07-31 | $59.45 | $11.89 | $0.10 | 4.0397 |
| 2025-08-29 | $59.77 | $11.96 | $0.10 | 3.6543 |
| 2025-09-30 | $60.07 | $12.02 | $0.10 | 3.9932 |
| 2025-10-31 | $60.39 | $12.08 | $0.10 | 4.3086 |
| 2025-11-28 | $60.73 | $12.15 | $0.10 | 4.0781 |
| 2025-12-31 | $61.05 | $12.21 | $0.10 | 4.1138 |
| 2026-01-30 | $61.38 | $12.28 | $0.10 | 4.2106 |
| 2026-02-27 | $61.72 | $12.35 | $0.10 | 4.0196 |
| 2026-03-31 | $62.04 | $12.41 | $0.10 | 4.3038 |
| 2026-04-30 | $62.39 | $12.48 | $0.10 | 3.7298 |
| 2026-05-29 | $62.69 | $12.54 | $0.10 | 3.4071 |
| Total | $2904.89 | $580.98 | $4.64 | 161.6179 |
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.