Apollo Global Management LLC 6.375% Series A Preferred Shares

10-Year Study

APO-P-A.US · Other · US · Preferred Stock

Executive Summary: Apollo Global Management LLC 6.375% Series A Preferred Shares has compounded at 11.6% annually over the last 10 years, with a maximum drawdown of 39.5% and an annualized volatility of 93.8%.

1Y CAGR
-12.3%
3Y CAGR
+5.1%
5Y CAGR
+5.1%
10Y CAGR
+11.6%

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 →
39.5%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.55
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
2.58
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
75.2%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2024 · +54.1%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · -17.8%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
25%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-8.1-19.24.36.2————————-17.8%
20252.5-11.6-7.2-1.3-3.07.01.8-5.9-2.0-7.05.99.2-13.1%
20243.69.2-0.1-4.36.51.13.6-6.26.612.321.4-6.254.1%
2023———————152.01.3-12.715.31.6161.3%
2018-3.11.1-1.1-3.24.51.60.22.9-2.2-1.5-6.6-6.9-14.0%
2017———1.12.01.01.31.90.6-0.30.11.79.6%

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 93.8%. The dominant macroeconomic risk driver is SHV.US, accounting for 80.1% of variance. Idiosyncratic stock-specific factors contribute 1.7%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2017-03-0110000
2017-04-0110107.313577614459
2017-05-0110307.215702038784
2017-06-0110408.28097281331
2017-07-0110545.787417745192
2017-08-0110744.64087528729
2017-09-0110806.20636016464
2017-10-0110769.284547019603
2017-11-0110776.712604102035
2017-12-0110960.098225131303
2018-01-0110618.276515979063
2018-02-0110730.96451136493
2018-03-0110608.095708330784
2018-04-0110265.09424893604
2018-05-0110730.134316749833
2018-06-0110897.921017905986
2018-07-0110923.744439880802
2018-08-0111242.582866530924
2018-09-0110997.893927344863
2018-10-0110836.22444966836
2018-11-0110124.004858823222
2018-12-019429.263049348516
2023-08-0123765.41321844605
2023-09-0124075.643837771237
2023-10-0121021.401543288095
2023-11-0124246.052206132958
2023-12-0124639.302286967693
2024-01-0125526.29969151716
2024-02-0127872.69184049777
2024-03-0127855.21405912734
2024-04-0126644.87769922486
2024-05-0128366.439164212497
2024-06-0128667.930892852462
2024-07-0129712.228329735826
2024-08-0127877.061285840377
2024-09-0129707.858884393216
2024-10-0133369.4540814989
2024-11-0140496.01943529289
2024-12-0137974.849472607944
2025-01-0138923.01911195393
2025-02-0134418.12096372487
2025-03-0131936.276009123405
2025-04-0131512.43981089041
2025-05-0130577.37850757225
2025-06-0132705.29838942245
2025-07-0133286.43461998934
2025-08-0131333.292551843468
2025-09-0130708.461867850496
2025-10-0128549.955868602043
2025-11-0130227.822880163596
2025-12-0132998.0512273772
2026-01-0130310.842341673153
2026-02-0124495.110590661625
2026-03-0125543.777472887596
2026-04-0127121.14724156916
Annual Return Matrix
YearAnnual Return
2018-0.13967349054159117
20240.5412307146657207
2025-0.13105511448625018
2026-0.17809851694915246
Total Factor Risk
0.9381638432276538
VTI.US Exposure
0.17008086522938937
VEA.US Exposure
-0.0032136120226793014
VWO.US Exposure
0.0007796602608872424
QQQ.US Exposure
-0.011565272062659358
VTV.US Exposure
0.0032526357433008317
IJR.US Exposure
-0.005959253992466612
QUAL.US Exposure
-0.006069556840666038
SHV.US Exposure
0.8013141275070866
TLT.US Exposure
0.008713711682626867
LQD.US Exposure
0.011483804906311667
HYG.US Exposure
-0.00003886676725232149
GLD.US Exposure
0.002438112287860297
USO.US Exposure
-0.0003243612700791019
VNQ.US Exposure
-0.0012865758017647833
BTC-USD.CC Exposure
-0.0004246498453898327
CPER.US Exposure
0.002311374536491512
VIX.INDX Exposure
0.0039891036571499975
UUP.US Exposure
0.00013028845261784405
TIP.US Exposure
0.007606438181495284
Idiosyncratic Exposure
0.016782026157739723
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
0
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
93.8%

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 →N/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.00%
Market Cap$0
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
$0
Avg Yield on Cost
0.00%

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 →
+3.4%
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 →
-10.4%
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 →
23.7% 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 →
1.00
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Apollo Global Management LLC 6.375% Series A Preferred Shares a high-risk investment?

Apollo Global Management LLC 6.375% Series A Preferred Shares (APO-P-A.US) has an annualized volatility of 93.8% and experienced a maximum drawdown of 39.5% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of APO-P-A.US?

Over the past 10 years, APO-P-A.US has generated a Compound Annual Growth Rate (CAGR) of 11.6%. It has had a positive return in 25% 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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