Apollo Global Management, Inc. (APO) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$23,452
Total Return
134.52%
CAGR
18.59%
Dividends
$1,670.62
Yield on Cost
16.71%
Rolling Returns
1-Month (21 Trading Days)
| Average | +2.03% |
| Median | +1.75% |
| Best | +34.31% |
| Worst | -24.00% |
| % of Windows Positive | 57.7% |
1-Year (252 Trading Days)
| Average | +26.80% |
| Median | +23.51% |
| Best | +101.61% |
| Worst | -33.71% |
| % of Windows Positive | 69.1% |
3-Year (756 Trading Days)
| Average | +130.83% |
| Median | +130.36% |
| Best | +222.08% |
| Worst | +46.66% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -43.01% |
| Average Drawdown | -14.75% |
| Drawdown Duration | 368 Trading Days (Unrecovered) |
| Sortino Ratio | 0.91 |
| Calmar Ratio | 0.43 |
| CVaR (5%) | -5.54% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -13.51% (-29.12% ann.) | $1350.82 | $74.26 | $14.85 | $0.12 |
| 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
about| 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 – June 3, 2026 | +7.96% | +4.60% | +$796.44 | $302.68 | $60.53 | $0.48 |
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% |
| 2026-05-19 | $0.5630 | 0.42% |
| Total | 61 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 |
|---|---|---|---|---|
| 2021-08-18 | $86.91 | $17.38 | $0.14 | 1.2167 |
| 2021-11-18 | $87.52 | $17.50 | $0.14 | 0.9267 |
| 2022-02-17 | $70.39 | $14.08 | $0.11 | 0.8615 |
| 2022-05-17 | $70.73 | $14.15 | $0.11 | 1.0305 |
| 2022-08-17 | $71.14 | $14.23 | $0.11 | 0.9588 |
| 2022-11-16 | $71.53 | $14.31 | $0.11 | 0.9158 |
| 2023-02-17 | $71.89 | $14.38 | $0.11 | 0.8035 |
| 2023-05-19 | $77.63 | $15.53 | $0.12 | 0.9707 |
| 2023-08-17 | $78.05 | $15.61 | $0.13 | 0.7868 |
| 2023-11-16 | $78.39 | $15.68 | $0.13 | 0.7243 |
| 2024-02-16 | $78.70 | $15.74 | $0.13 | 0.5575 |
| 2024-05-16 | $85.00 | $17.00 | $0.14 | 0.6020 |
| 2024-08-16 | $85.27 | $17.05 | $0.14 | 0.6134 |
| 2024-11-18 | $85.56 | $17.11 | $0.14 | 0.4157 |
| 2025-02-18 | $85.75 | $17.15 | $0.14 | 0.4225 |
| 2025-05-16 | $94.67 | $18.93 | $0.15 | 0.5255 |
| 2025-08-18 | $94.94 | $18.99 | $0.15 | 0.5438 |
| 2025-11-17 | $95.22 | $19.04 | $0.15 | 0.6114 |
| 2026-02-19 | $95.53 | $19.11 | $0.15 | 0.6445 |
| 2026-05-19 | $105.82 | $21.16 | $0.17 | 0.6442 |
| Total | $1670.62 | $334.12 | $2.67 | 14.7757 |
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.