Apple Performance

AAPL -- USA Stock  

USD 191.92  1.52  0.80%

Apple has performance score of 8 on a scale of 0 to 100. The firm shows Beta (market volatility) of 0.1577 which signifies that as returns on market increase, Apple returns are expected to increase less than the market. However during bear market, the loss on holding Apple will be expected to be smaller as well.. Although it is extremely important to respect Apple historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards foreseeing future performance of any stock is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By analyzing Apple technical indicators you can presently evaluate if the expected return of 0.1181% will be sustainable into the future. Apple right now shows a risk of 0.9386%. Please confirm Apple Sortino Ratio, Skewness, Price Action Indicator, as well as the relationship between Potential Upside and Rate Of Daily Change to decide if Apple will be following its price patterns.
 Time Horizon     30 Days    Login   to change

Apple Relative Risk vs. Return Landscape

If you would invest  18,569  in Apple on June 19, 2018 and sell it today you would earn a total of  471.00  from holding Apple or generate 2.54% return on investment over 30 days. Apple is currently generating 0.1181% of daily expected returns and assumes 0.9386% risk (volatility on return distribution) over the 30 days horizon. In different words, 8% of equities are less volatile than Apple and 98% of traded equity instruments are projected to make higher returns than the company over the 30 days investment horizon.
 Daily Expected Return (%) 
      Risk (%) 
Given the investment horizon of 30 days, Apple is expected to generate 1.59 times more return on investment than the market. However, the company is 1.59 times more volatile than its market benchmark. It trades about 0.13 of its potential returns per unit of risk. The DOW is currently generating roughly 0.12 per unit of risk.

Apple Market Risk Analysis

Sharpe Ratio = 0.1259
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Apple Relative Performance Indicators

Estimated Market Risk
 0.94
  actual daily
 
 92 %
of total potential
  
Expected Return
 0.12
  actual daily
 
 2 %
of total potential
  
Risk-Adjusted Return
 0.13
  actual daily
 
 8 %
of total potential
  
Based on monthly moving average Apple is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Apple by adding it to a well-diversified portfolio.

Performance Rating

Apple Risk Adjusted Performance Analysis
8 

Risk-Adjusted Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Apple are ranked lower than 8 (%) of all global equities and portfolios over the last 30 days.

Apple Alerts

Equity Alerts and Improvement Suggestions
Apple has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations
About 62.0% of the company shares are held by institutions such as insurance companies
Latest headline from www.bloomberg.com: Bob Doll Says Sell Multinationals, Buy US Amid Trade Fears

Apple Dividends Analysis

Check Apple dividend payout schedule and payment analysis over time. Analyze past dividends calendar and estimate annual dividend income
Check Dividends  
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