APO Performance: -4.1% Return (12 Months)

APO returned -4.1% over 12 months, underperforming the S&P 500 (32.1%). Volatility: 39.9%.

RS IBD -42.47
Top 83% in Peers
Volatility 39.9%
Top 82% in Peers
Total Return 12m -4.12%
Top 76% in Peers
RS Rating 11.43
Top 83% in Peers
P/E
P/E Trailing 19.3
P/E Forward 11.7
High / Low 52w
52 Week High 154.24 USD
52 Week Low 100.30 USD
Sentiment
VRO Trend Strength ±100 24.57
Buy Signal ±3 -0.61
Drawdowns 3y
Max Drawdown 42.82%
Mean Drawdown 11.36%
Compare performance with 131 peers in Asset Management & Custody Banks
12m Total Return: APO (-4.1%) vs PEER ETF Total Return of Apollo Global versus broad market ETF SPY
5y Drawdown (Underwater) Chart 5 Year Drawdown / Underwater Chart for APO Performance: -4.1% Return (12 Months)

Top Performer in Asset Management & Custody Banks (5/131)

Short Term Performance
SYMBOL 1W 1M 3M
BGR -4.55% 5.97% 24.20%
WULF 13.50% 13.09% 17.98%
SSSS 11.37% 24.52% 13.07%
INV 29.64% 57.58% 5.52%
NP 10.58% 27.64% -6.56%
APO -3.49% -2.38% -30.23%
Long Term Performance
SYMBOL 6M 12M 5Y
WULF 29.91% 482.40% 66.27%
SII 68.99% 264.42% 301.16%
SSSS 15.85% 159.21% 32.99%
AAMI 24.67% 140.54% 150.76%
PSLV 44.10% 136.07% 159.47%
APO -15.58% -4.12% 153.34%
Overall Best Picks of Peer Group (GARP Metrics)
SYMBOL MCAP 1M 12M 5Y P/E P/E fwd PEG EPS stab EPS cagr
JHG NYSE
Janus Henderson		 7.93B 0.19% 78.6% 101% 9.85 11.8 1.06 28.4% -45.0%
BUI NYSE
BlackRock Utility		 646M -11.9% 40.6% 48.9% 5.85 - - - -
BGR NYSE
BlackRock Energy Resources		 421M 5.97% 57.4% 160% 10.5 - - -19.2% -63.1%
AAMI NYSE
Acadian Asset Management		 1.97B 9.62% 141% 151% 25.0 12.7 - 57.1% 28.2%
BSTZ NYSE
BlackRock Science		 1.54B 7.09% 58.2% 0.26% 4.81 - - -73.7% -46.0%
HQH NYSE
Tekla Healthcare Investors		 1.01B 1.94% 46.5% 30.1% 11.4 - - -11.9% 27.5%
MEGI NYSE
MainStay CBRE Global		 763M -1.09% 37.0% 13.3% 7.11 - - 89.4% 5,694%
RVT NYSE
Royce Value		 2.07B -0.57% 46.3% 40.3% 5.83 - - -10.8% -80.9%
NMAI NYSE
Nuveen Multi-Asset Income		 421M -1.88% 29.5% 15.6% 5.19 - - - -
RA NYSE
Brookfield Real Assets		 708M 0.07% 17.7% 7.72% 11.5 - - -61.7% -99.7%

Performance: APO vs S&P 500

Total Return vs S&P 500
PERIOD APO S&P 500 DIFFERENCE
1 Month -2.38% -1.73% -0.66%
3 Months -30.23% -4.49% -26.94%
6 Months -15.58% -1.33% -14.44%
12 Months -4.12% 32.14% -27.44%
5 Years 153.34% 72.70% 46.69%

APO Performance FAQ

Does APO outperform the market?

No, APO underperforms the market. Over the past 12 months, APO returned -4.12% compared to 32.14% for the S&P 500.

What is the APO return over the last 12 months?

APO has returned -4.12% over the past 12 months, including dividends. Over 3 months the return was -30.23%, and over 5 years 153.34%.

How risky is APO?

APO has relatively low risk with a maximum drawdown of 42.82% over the past 3 years. The average drawdown is 11.36%.

APO vs Sectors (12m)

Sorted by outperformance. Positive = APO beats sector.

Relative Performance vs S&P Sectors
SECTOR ETF DIFFERENCE 12M
Consumer Staples XLP -13.7%
Health Care XLV -14.8%
Real Estate XLRE -17.8%
Financials XLF -19%
Consumer Discretionary XLY -25.8%
Consumer Discretionary XLY -25.8%
Communication Services XLC -33.7%
Materials XLB -37.8%
Industrials XLI -46.2%
Technology XLK -54.1%
Energy XLE -61.6%

APO vs Asset Classes (12m)

Relative Performance vs Major Asset Classes
ASSET CLASS ETF DIFFERENCE 12M
S&P 500 SPY -27.44%
Gold GLD -60.4%
Long-Term Bonds TLT -4.7%