Apollo Global Management, Inc. (APO) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
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Investment Performance

Final Value
$25,273
Total Return
152.73%
CAGR
20.38%
Dividends
$1,933.57
Yield on Cost
19.34%

Rolling Returns

1-Month (21 Trading Days)
Average+1.85%
Median+1.69%
Best+34.31%
Worst-24.00%
% of Windows Positive57.6%
1-Year (252 Trading Days)
Average+26.90%
Median+23.51%
Best+101.61%
Worst-33.71%
% of Windows Positive69.5%
3-Year (756 Trading Days)
Average+131.08%
Median+130.44%
Best+222.08%
Worst+46.66%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -43.01%
Average Drawdown -14.02%
Drawdown Duration 333 Trading Days (Unrecovered)
Sortino Ratio 0.97
Calmar Ratio 0.47
CVaR (5%) -5.54%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -20.41% (-55.14% ann.) $2040.96 $35.23 $7.05 $0.06
2025 -11.36% $1135.64 $121.15 $24.23 $0.19
2024 +79.35% +$7934.86 $196.14 $39.23 $0.31
2023 +48.76% +$4875.91 $266.86 $53.37 $0.43
2022 -10.04% $1004.36 $222.66 $44.53 $0.36
2021 +52.16% +$5216.15 $433.79 $86.76 $0.69
2020 +6.90% +$689.75 $491.35 $98.27 $0.79
2019 +104.07% +$10407.25 $839.59 $167.92 $1.35
2018 -22.96% $2295.52 $586.78 $117.35 $0.94
2017 +82.69% +$8268.67 $977.29 $195.46 $1.56
2016 +35.07% +$3507.06 $842.73 $168.55 $1.35
2015 -30.71% $3070.79 $851.52 $170.30 $1.37
2014 -17.91% $1790.74 $1016.31 $203.27 $1.62
2013 +105.73% +$10573.09 $2387.94 $477.59 $3.83
2012 +51.41% +$5141.38 $1121.27 $224.24 $1.79
2011 partial -29.23% (-36.82% ann.) $2923.28 $366.55 $73.31 $0.58

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Policy-led rebound / euro-sovereign-crisis overlay partial March 30, 2011 – July 25, 2012 -21.13% -16.43% $2112.99 $775.18 $155.03 $1.23
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +525.94% +27.43% +$52593.79 $18386.49 $3677.31 $29.46
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -48.76% -99.95% $4876.21 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +54.08% +100.49% +$5408.24 $332.62 $66.52 $0.53
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +73.10% +68.29% +$7309.74 $603.19 $120.64 $0.97
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -12.41% -13.12% $1240.68 $170.42 $34.08 $0.27
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +89.51% +41.19% +$8951.44 $545.43 $109.09 $0.87
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -0.65% -0.42% $65.03 $253.96 $50.79 $0.41

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2011-05-19 $0.2200 1.23%
2011-08-18 $0.2400 1.66%
2011-11-22 $0.2000 1.71%
2012-02-21 $0.4600 3.17%
2012-05-17 $0.2500 2.18%
2012-08-23 $0.2400 1.73%
2012-11-20 $0.4000 2.68%
2013-02-15 $1.0500 4.71%
2013-05-14 $0.5700 2.28%
2013-08-22 $1.3200 4.72%
2013-11-20 $1.0100 3.36%
2014-02-14 $1.0800 3.39%
2014-05-16 $0.8400 3.32%
2014-08-20 $0.4600 1.91%
2014-11-12 $0.7300 3.10%
2015-02-12 $0.8600 3.58%
2015-05-18 $0.3300 1.51%
2015-08-14 $0.4200 2.00%
2015-11-18 $0.3500 2.10%
2016-02-17 $0.2800 1.98%
2016-05-18 $0.2500 1.52%
2016-08-18 $0.3700 1.99%
2016-11-17 $0.3500 1.82%
2017-02-16 $0.4500 1.95%
2017-05-17 $0.4900 1.79%
2017-08-18 $0.5200 1.80%
2017-11-20 $0.3900 1.33%
2018-02-20 $0.6600 1.94%
2018-05-17 $0.3800 1.26%
2018-08-16 $0.4300 1.26%
2018-11-19 $0.4600 1.63%
2019-02-20 $0.5600 1.86%
2019-05-20 $0.4600 1.40%
2019-08-15 $0.5000 1.56%
2019-11-19 $0.5000 1.14%
2020-02-10 $0.8900 1.88%
2020-05-15 $0.4200 1.01%
2020-08-17 $0.4900 1.02%
2020-11-19 $0.5100 1.12%
2021-02-18 $0.6000 1.15%
2021-05-19 $0.5000 0.88%
2021-08-18 $0.5000 0.86%
2021-11-18 $0.5000 0.66%
2022-02-17 $0.4000 0.59%
2022-05-17 $0.4000 0.75%
2022-08-17 $0.4000 0.66%
2022-11-16 $0.4000 0.62%
2023-02-17 $0.4000 0.55%
2023-05-19 $0.4300 0.67%
2023-08-17 $0.4300 0.54%
2023-11-16 $0.4300 0.49%
2024-02-16 $0.4300 0.38%
2024-05-16 $0.4630 0.40%
2024-08-16 $0.4630 0.42%
2024-11-18 $0.4630 0.28%
2025-02-18 $0.4630 0.28%
2025-05-16 $0.5100 0.35%
2025-08-18 $0.5100 0.37%
2025-11-17 $0.5100 0.39%
2026-02-19 $0.5100 0.41%
Total 60 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-05-19 $101.07 $20.21 $0.16 1.4160
2021-08-18 $101.78 $20.36 $0.16 1.4249
2021-11-18 $102.49 $20.50 $0.16 1.0853
2022-02-17 $82.43 $16.49 $0.13 1.0089
2022-05-17 $82.83 $16.57 $0.13 1.2068
2022-08-17 $83.31 $16.66 $0.13 1.1229
2022-11-16 $83.76 $16.75 $0.13 1.0724
2023-02-17 $84.19 $16.84 $0.13 0.9409
2023-05-19 $90.91 $18.18 $0.15 1.1368
2023-08-17 $91.40 $18.28 $0.15 0.9214
2023-11-16 $91.80 $18.36 $0.15 0.8483
2024-02-16 $92.16 $18.43 $0.15 0.6528
2024-05-16 $99.54 $19.91 $0.16 0.7050
2024-08-16 $99.86 $19.97 $0.16 0.7183
2024-11-18 $100.19 $20.04 $0.16 0.4869
2025-02-18 $100.42 $20.08 $0.16 0.4947
2025-05-16 $110.87 $22.17 $0.18 0.6154
2025-08-18 $111.18 $22.24 $0.18 0.6368
2025-11-17 $111.50 $22.30 $0.18 0.7160
2026-02-19 $111.87 $22.37 $0.18 0.7547
Total $1933.57 $386.71 $3.09 17.9650

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.

OVLY

CAGR 8.58% Total 537.11% Final $63,711
2003-10-15 — 2026-04-14
ACM

CAGR 7.84% Total 317.49% Final $41,749
2007-05-10 — 2026-04-14
FET

CAGR -13.28% Total -86.41% Final $1,359
2012-04-12 — 2026-04-14