Apple Hospitality REIT Inc

10-Year Study

APLE.US · Real Estate · US · Common Stock

Executive Summary: Apple Hospitality REIT Inc has compounded at 1.6% annually over the last 10 years, with a maximum drawdown of 47.0% and an annualized volatility of 25.9%.

1Y CAGR
+16.2%
3Y CAGR
+1.6%
5Y CAGR
+0.7%
10Y CAGR
+1.6%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
47.0%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
-0.02
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
-0.03
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
25.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2021 · +25.4%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2018 · -21.6%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
60%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-1.15.3-6.19.6————————7.1%
20251.1-3.6-12.3-8.2-0.91.41.411.8-7.4-6.27.00.3-16.6%
2024-2.80.72.3-9.4-1.61.32.3-1.83.4-0.09.6-3.9-1.3%
202312.9-6.4-5.5-3.5-1.94.63.1-2.62.72.86.80.412.3%
2022-0.19.71.9-1.3-5.3-11.914.1-4.3-11.222.40.1-6.12.4%
2021-3.314.22.38.90.1-3.8-2.0-1.16.5-0.1-4.47.625.4%
2020-7.0-12.4-29.35.65.5-5.4-8.715.3-5.53.033.9-2.6-18.9%
201915.11.0-0.51.5-5.02.7-0.32.74.10.0-0.70.622.0%
2018-0.1-12.44.03.06.4-5.00.6-0.8-0.9-7.0-0.6-9.5-21.6%
20170.2-1.4-1.7-1.40.50.5-1.3-0.44.00.73.41.24.0%
2016———-3.9-3.23.78.8-3.2-5.1-2.02.88.95.8%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 25.9%. The dominant macroeconomic risk driver is VTI.US, accounting for 46.5% of variance. Idiosyncratic stock-specific factors contribute 21.1%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-019606.535655286343
2016-05-019302.381607929516
2016-06-019650.93268171806
2016-07-0110502.391932819384
2016-08-0110167.521338105727
2016-09-019644.221503303963
2016-10-019447.10214757709
2016-11-019713.656387665198
2016-12-0110578.365914096916
2017-01-0110599.53193832599
2017-02-0110450.50936123348
2017-03-0110269.049421806167
2017-04-0110122.522026431718
2017-05-0110171.221090308369
2017-06-0110218.887665198237
2017-07-0110082.340996696035
2017-08-0110039.234581497796
2017-09-0110442.421530837002
2017-10-0110514.437637665196
2017-11-0110871.334664096914
2017-12-0111000.309746696035
2018-01-0110989.038408590308
2018-02-019628.90625
2018-03-0110016.519823788545
2018-04-0110315.511426211455
2018-05-0110972.776707048457
2018-06-0110421.599669603524
2018-07-0110485.700027533037
2018-08-0110403.100908590308
2018-09-0110308.800247797357
2018-10-019585.88587555066
2018-11-019526.431718061673
2018-12-018620.078469162994
2019-01-019919.723981277531
2019-02-0110023.144961453745
2019-03-019974.015693832598
2019-04-0110126.996145374447
2019-05-019623.743805066078
2019-06-019885.479763215859
2019-07-019854.16093061674
2019-08-0110120.026844713657
2019-09-0110533.02243942731
2019-10-0110533.02243942731
2019-11-0110455.843887665196
2019-12-0110514.093474669604
2020-01-019778.445071585902
2020-02-018565.958838105726
2020-03-016055.806029735682
2020-04-016392.655561674009
2020-05-016742.669328193832
2020-06-016379.405286343611
2020-07-015824.700578193832
2020-08-016716.254818281938
2020-09-016346.3656387665205
2020-10-016537.8923458149775
2020-11-018756.883259911894
2020-12-018525.691767621143
2021-01-018241.757296255506
2021-02-019410.620870044053
2021-03-019628.562087004404
2021-04-0110481.05382709251
2021-05-0110487.678964757708
2021-06-0110091.203193832598
2021-07-019886.168089207047
2021-08-019773.712830396476
2021-09-0110408.435435022026
2021-10-0110395.18515969163
2021-11-019938.652946035241
2021-12-0110692.972191629955
2022-01-0110679.721916299559
2022-02-0111712.641106828192
2022-03-0111931.270649779735
2022-04-0111778.118116740088
2022-05-0111157.162031938326
2022-06-019824.476872246696
2022-07-0111208.786481277533
2022-08-0110723.430616740088
2022-09-019518.429928414096
2022-10-0111648.024504405286
2022-11-0111661.704983480175
2022-12-0110950.234030837006
2023-01-0112359.409416299559
2023-02-0111564.478937224669
2023-03-0110929.75633259912
2023-04-0110543.089207048457
2023-05-0110345.109443832598
2023-06-0110817.128992290749
2023-07-0111155.613298458149
2023-08-0110867.11866740088
2023-09-0111156.90390969163
2023-10-0111465.618116740086
2023-11-0112248.502890969161
2023-12-0112298.406525330394
2024-01-0111948.392758810573
2024-02-0112030.905837004404
2024-03-0112308.301211453743
2024-04-0111150.450853524228
2024-05-0110970.453606828192
2024-06-0111108.376927312775
2024-07-0111359.099669603524
2024-08-0111152.601872246694
2024-09-0111530.148678414096
2024-10-0111528.51390418502
2024-11-0112636.804790748896
2024-12-0112143.016932819382
2025-01-0112277.498623348016
2025-02-0111841.616189427314
2025-03-0110387.011288546255
2025-04-019534.175385462555
2025-05-019452.092511013216
2025-06-019582.100082599118
2025-07-019712.537857929514
2025-08-0110861.439977973569
2025-09-0110055.152120044053
2025-10-019434.88436123348
2025-11-0110092.407764317179
2025-12-0110126.135737885463
2026-01-0110015.143171806167
2026-02-0110548.595814977973
2026-03-019903.290198237884
2026-04-0110849.738436123345
Annual Return Matrix
YearAnnual Return
20170.03988743025393249
2018-0.2163785686351194
20190.21972131834787323
2020-0.1891177505544237
20210.2542058149744171
20220.024058964579410702
20230.12311814438822011
2024-0.01263493707017782
2025-0.16609391274773078
20260.07145891749511413
Total Factor Risk
0.25850050527765206
VTI.US Exposure
0.46499432677727287
VEA.US Exposure
0.1471153415441143
VWO.US Exposure
-0.025296526286693228
QQQ.US Exposure
-0.08718659665634183
VTV.US Exposure
-0.07710703594036494
IJR.US Exposure
0.11035997718203988
QUAL.US Exposure
-0.11490713675649171
SHV.US Exposure
0.14350559419608364
TLT.US Exposure
-0.00025888163852810683
LQD.US Exposure
-0.004221686165398479
HYG.US Exposure
0.08301636436266785
GLD.US Exposure
-0.0038056098080434136
USO.US Exposure
0.0059359516686978715
VNQ.US Exposure
0.07625090234158424
BTC-USD.CC Exposure
0.006204738357987104
CPER.US Exposure
-0.0010197111608185483
VIX.INDX Exposure
0.03196574761012086
UUP.US Exposure
-0.005444601005096417
TIP.US Exposure
0.03875385599392193
Idiosyncratic Exposure
0.2111449853832861
Value Score
43.8
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
99.7
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
25.9%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →15.6x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →8.31%
Market Cap$2.7B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$138
Avg Yield on Cost
1.38%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$137.671.38%Solid

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+4.6%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+6.7%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
0.4% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
0.82
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Apple Hospitality REIT Inc a high-risk investment?

Apple Hospitality REIT Inc (APLE.US) has an annualized volatility of 25.9% and experienced a maximum drawdown of 47.0% over the last 10 years. Its primary macro risk driver is VTI.US.

What is the 10-year return of APLE.US?

Over the past 10 years, APLE.US has generated a Compound Annual Growth Rate (CAGR) of 1.6%. It has had a positive return in 60% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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