Apple Inc. (AAPL) Total Return:44.84%(TTM)
The total return cagr for Apple Inc. (AAPL) is +44.84% over the latest trailing 12-month period. The comparable SPY value is +24.32%. Year-to-date total return is +7.07%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in AAPL
$16,093,349
(1609.3x return)
Invested on Jun 10, 1996
Growth of $10,000 in SPY (S&P 500)
$183,873
(18.4x return)
Invested on Jun 10, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+7.1%
1-Year Total Return
+44.8%
Current Dividend Yield
0.36%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +44.3% | +44.8% | +0.6% |
| 3 Years | +17.1% | +17.6% | +0.5% |
| 5 Years | +18.0% | +18.6% | +0.6% |
| 10 Years | +27.9% | +29.1% | +1.2% |
| 15 Years | +23.8% | +25.3% | +1.5% |
| 20 Years | +27.9% | +29.0% | +1.1% |