Apple Inc. (AAPL): analysis and statistics
Return, volatility, Sharpe ratio and risk for Apple Inc., a component of both the S&P 500 and the Nasdaq 100 in the Information Technology sector. Data as of 2026-09-13.
| Last close price | $332.27 |
| Sector (GICS) | Information Technology |
| Annualized return (3.0 yr) | +24.72% |
| Total return over period | +93.14% |
| Annualized volatility | 26.86% |
| Period volatility | 46.37% |
| Sharpe ratio | 0.78 |
| Sortino ratio | 1.15 |
| Max drawdown | -33.36% |
| CVaR 95% (avg. loss, worst 5% of days) | -3.85% |
| Correlation with the S&P 500 | 0.60 |
| Period range | $163.36 – $340.08 |
| Trading days analyzed | 751 |
Over the last 3.0 years, Apple Inc. (AAPL) has posted an annualized return of +24.72% with annual volatility of 26.86%, a Sharpe ratio of 0.78. Its worst stretch (max drawdown from a peak) was -33.36%. Its correlation with the S&P 500 is 0.60, which means it moves moderately in step with the index.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how AAPL would fit inside an optimized portfolio alongside other stocks, try the optimizer.
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Is it part of the S&P 500?
Yes, Apple Inc. (AAPL) is of both the S&P 500 and the Nasdaq 100.
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