Apple Inc. (AAPL) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
Loading chart…
Investment Performance
Final Value
$20,360
Total Return
103.60%
CAGR
15.28%
Dividends
$363.57
Yield on Cost
3.64%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.48% |
| Median | +1.72% |
| Best | +22.27% |
| Worst | -24.20% |
| % of Windows Positive | 58.8% |
1-Year (252 Trading Days)
| Average | +13.76% |
| Median | +14.02% |
| Best | +53.43% |
| Worst | -30.25% |
| % of Windows Positive | 83.7% |
3-Year (756 Trading Days)
| Average | +56.64% |
| Median | +52.72% |
| Best | +114.58% |
| Worst | +0.19% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -33.38% |
| Average Drawdown | -9.14% |
| Drawdown Duration | 203 Trading Days |
| Sortino Ratio | 0.97 |
| Calmar Ratio | 0.46 |
| CVaR (5%) | -3.86% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -2.02% (-6.49% ann.) | $201.90 | $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 Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +192.95% | +26.41% | +$19294.61 | $55.69 | $11.14 | $0.09 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | -77.60% | -44.08% | $7759.50 | $0.00 | $0.00 | $0.00 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +2279.31% | +88.57% | +$227930.77 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -50.17% | -38.92% | $5017.09 | $0.00 | $0.00 | $0.00 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +548.73% | +74.00% | +$54873.07 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +341.26% | +21.67% | +$34126.45 | $2298.67 | $459.73 | $3.68 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -29.95% | -98.28% | $2995.00 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +93.26% | +188.68% | +$9325.99 | $99.83 | $19.97 | $0.16 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +38.44% | +36.14% | +$3843.54 | $74.51 | $14.90 | $0.12 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -18.03% | -19.03% | $1803.10 | $55.14 | $11.03 | $0.09 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +48.71% | +23.87% | +$4871.06 | $115.46 | $23.09 | $0.18 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +21.23% | +12.89% | +$2123.43 | $69.94 | $13.99 | $0.11 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-05-11 | $0.0005 | 0.15% |
| 1987-08-10 | $0.0005 | 0.13% |
| 1987-11-17 | $0.0007 | 0.22% |
| 1988-02-12 | $0.0007 | 0.20% |
| 1988-05-16 | $0.0007 | 0.20% |
| 1988-08-15 | $0.0007 | 0.19% |
| 1988-11-21 | $0.0009 | 0.26% |
| 1989-02-17 | $0.0009 | 0.27% |
| 1989-05-22 | $0.0009 | 0.22% |
| 1989-08-21 | $0.0009 | 0.24% |
| 1989-11-17 | $0.0010 | 0.25% |
| 1990-02-16 | $0.0010 | 0.32% |
| 1990-05-21 | $0.0010 | 0.28% |
| 1990-08-20 | $0.0010 | 0.30% |
| 1990-11-16 | $0.0011 | 0.33% |
| 1991-02-15 | $0.0011 | 0.21% |
| 1991-05-20 | $0.0011 | 0.26% |
| 1991-08-19 | $0.0011 | 0.23% |
| 1991-11-18 | $0.0011 | 0.24% |
| 1992-02-14 | $0.0011 | 0.19% |
| 1992-06-01 | $0.0011 | 0.20% |
| 1992-08-17 | $0.0011 | 0.27% |
| 1992-11-30 | $0.0011 | 0.21% |
| 1993-02-12 | $0.0011 | 0.22% |
| 1993-05-28 | $0.0011 | 0.21% |
| 1993-08-16 | $0.0011 | 0.44% |
| 1993-11-19 | $0.0011 | 0.36% |
| 1994-02-07 | $0.0011 | 0.36% |
| 1994-05-27 | $0.0011 | 0.39% |
| 1994-08-15 | $0.0011 | 0.35% |
| 1994-11-18 | $0.0011 | 0.30% |
| 1995-02-13 | $0.0011 | 0.27% |
| 1995-05-26 | $0.0011 | 0.28% |
| 1995-08-16 | $0.0011 | 0.27% |
| 1995-11-21 | $0.0011 | 0.31% |
| 2012-08-09 | $0.0946 | 0.43% |
| 2012-11-07 | $0.0946 | 0.45% |
| 2013-02-07 | $0.0946 | 0.58% |
| 2013-05-09 | $0.1089 | 0.66% |
| 2013-08-08 | $0.1089 | 0.66% |
| 2013-11-06 | $0.1089 | 0.58% |
| 2014-02-06 | $0.1089 | 0.60% |
| 2014-05-08 | $0.1175 | 0.56% |
| 2014-08-07 | $0.1175 | 0.49% |
| 2014-11-06 | $0.1175 | 0.43% |
| 2015-02-05 | $0.1175 | 0.39% |
| 2015-05-07 | $0.1300 | 0.42% |
| 2015-08-06 | $0.1300 | 0.45% |
| 2015-11-05 | $0.1300 | 0.43% |
| 2016-02-04 | $0.1300 | 0.54% |
| 2016-05-05 | $0.1425 | 0.61% |
| 2016-08-04 | $0.1425 | 0.54% |
| 2016-11-03 | $0.1425 | 0.51% |
| 2017-02-09 | $0.1425 | 0.43% |
| 2017-05-11 | $0.1575 | 0.41% |
| 2017-08-10 | $0.1575 | 0.39% |
| 2017-11-10 | $0.1575 | 0.36% |
| 2018-02-09 | $0.1575 | 0.41% |
| 2018-05-11 | $0.1825 | 0.38% |
| 2018-08-10 | $0.1825 | 0.35% |
| 2018-11-08 | $0.1825 | 0.35% |
| 2019-02-08 | $0.1825 | 0.43% |
| 2019-05-10 | $0.1925 | 0.38% |
| 2019-08-09 | $0.1925 | 0.38% |
| 2019-11-07 | $0.1925 | 0.30% |
| 2020-02-07 | $0.1925 | 0.24% |
| 2020-05-08 | $0.2050 | 0.27% |
| 2020-08-07 | $0.2050 | 0.18% |
| 2020-11-06 | $0.2050 | 0.17% |
| 2021-02-05 | $0.2050 | 0.15% |
| 2021-05-07 | $0.2200 | 0.17% |
| 2021-08-06 | $0.2200 | 0.15% |
| 2021-11-05 | $0.2200 | 0.15% |
| 2022-02-04 | $0.2200 | 0.13% |
| 2022-05-06 | $0.2300 | 0.15% |
| 2022-08-05 | $0.2300 | 0.14% |
| 2022-11-04 | $0.2300 | 0.17% |
| 2023-02-10 | $0.2300 | 0.15% |
| 2023-05-12 | $0.2400 | 0.14% |
| 2023-08-11 | $0.2400 | 0.13% |
| 2023-11-10 | $0.2400 | 0.13% |
| 2024-02-09 | $0.2400 | 0.13% |
| 2024-05-10 | $0.2500 | 0.14% |
| 2024-08-12 | $0.2500 | 0.12% |
| 2024-11-08 | $0.2500 | 0.11% |
| 2025-02-10 | $0.2500 | 0.11% |
| 2025-05-12 | $0.2600 | 0.13% |
| 2025-08-11 | $0.2600 | 0.11% |
| 2025-11-10 | $0.2600 | 0.10% |
| 2026-02-09 | $0.2600 | 0.09% |
| Total | 90 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-07 | $16.48 | $3.30 | $0.03 | 0.1010 |
| 2021-08-06 | $16.50 | $3.30 | $0.03 | 0.0902 |
| 2021-11-05 | $16.52 | $3.30 | $0.03 | 0.0872 |
| 2022-02-04 | $16.54 | $3.31 | $0.03 | 0.0766 |
| 2022-05-06 | $17.31 | $3.46 | $0.03 | 0.0879 |
| 2022-08-05 | $17.33 | $3.47 | $0.03 | 0.0837 |
| 2022-11-04 | $17.35 | $3.47 | $0.03 | 0.1001 |
| 2023-02-10 | $17.37 | $3.47 | $0.03 | 0.0919 |
| 2023-05-12 | $18.15 | $3.63 | $0.03 | 0.0840 |
| 2023-08-11 | $18.17 | $3.63 | $0.03 | 0.0816 |
| 2023-11-10 | $18.19 | $3.64 | $0.03 | 0.0779 |
| 2024-02-09 | $18.21 | $3.64 | $0.03 | 0.0770 |
| 2024-05-10 | $18.99 | $3.80 | $0.03 | 0.0828 |
| 2024-08-12 | $19.01 | $3.80 | $0.03 | 0.0698 |
| 2024-11-08 | $19.02 | $3.80 | $0.03 | 0.0669 |
| 2025-02-10 | $19.04 | $3.81 | $0.03 | 0.0668 |
| 2025-05-12 | $19.82 | $3.96 | $0.03 | 0.0751 |
| 2025-08-11 | $19.84 | $3.97 | $0.03 | 0.0697 |
| 2025-11-10 | $19.86 | $3.97 | $0.03 | 0.0588 |
| 2026-02-09 | $19.87 | $3.97 | $0.03 | 0.0578 |
| Total | $363.57 | $72.71 | $0.58 | 1.5867 |
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.