Apple
ISIN US0378331005
|WKN 865985
Overview
Quote
Description
Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.
Technology Hardware Communications Equipment United States
Financials
Key metrics
| Market capitalisation, EUR | 2,495,679.05 m |
| EPS, EUR | 5.82 |
| P/B ratio | 40.88 |
| P/E ratio | 28.85 |
| Dividend yield | 0.55% |
Income statement (2024)
| Revenue, EUR | 360,705.38 m |
| Net income, EUR | 86,465.61 m |
| Profit margin | 23.97% |
What ETF is Apple in?
There are 422 ETFs which contain Apple. All of these ETFs are listed in the table below. The ETF with the largest weighting of Apple is the iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc).
Performance
Returns overview
| YTD | -22.67% |
| 1 month | -16.18% |
| 3 months | -21.22% |
| 6 months | -11.63% |
| 1 year | +16.25% |
| 3 years | +19.09% |
| 5 years | +188.59% |
| Since inception (MAX) | +728.78% |
| 2024 | +31.79% |
| 2023 | +42.66% |
| 2022 | -19.71% |
| 2021 | +33.43% |
Monthly returns in a heat map
Risk
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risk overview
| Volatility 1 year | 29.36% |
| Volatility 3 years | 27.38% |
| Volatility 5 years | 28.18% |
| Return per risk 1 year | 0.55 |
| Return per risk 3 years | 0.22 |
| Return per risk 5 years | 0.84 |
| Maximum drawdown 1 year | -33.14% |
| Maximum drawdown 3 years | -33.14% |
| Maximum drawdown 5 years | -33.14% |
| Maximum drawdown since inception | -35.67% |
Rolling 1 year volatility
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.
Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.
Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.
