Apollo Global Management Inc

10-Year Study

APO-PA.US · Financial Services · US · Preferred Stock

Executive Summary: Apollo Global Management Inc has compounded at 10.1% annually over the last 10 years, with a maximum drawdown of 36.0% and an annualized volatility of 102.8%.

1Y CAGR
-8.7%
3Y CAGR
+10.1%
5Y CAGR
+10.1%
10Y CAGR
+10.1%

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 →
36.0%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.35
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.58
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
29.3%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2024 · +62.3%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · -16.7%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
33%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-7.1-19.24.36.4————————-16.7%
20253.5-11.6-7.2-0.1-3.07.02.9-5.9-2.0-5.95.99.2-9.0%
20245.19.2-0.1-3.16.51.15.0-6.26.613.621.4-6.262.3%
2023————————1.3-11.515.31.65.1%

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 102.8%. The dominant macroeconomic risk driver is SHV.US, accounting for 84.6% of variance. Idiosyncratic stock-specific factors contribute 1.4%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2023-08-0110000
2023-09-0110130.533001095224
2023-10-018968.142964913412
2023-11-0110343.862288826866
2023-12-0110511.616210947648
2024-01-0111051.537778923108
2024-02-0112067.392519654768
2024-03-0112059.827798686982
2024-04-0111688.948649260881
2024-05-0112444.194596212237
2024-06-0112576.452519945718
2024-07-0113201.061554799548
2024-08-0112385.692701914666
2024-09-0113199.128810156677
2024-10-0114991.177955904326
2024-11-0118192.779847915855
2024-12-0117060.149922794124
2025-01-0117663.22859797041
2025-02-0115618.904320827296
2025-03-0114492.654531247077
2025-04-0114479.457833954375
2025-05-0114049.806621624712
2025-06-0115027.567588911448
2025-07-0115460.64786431717
2025-08-0114553.463249795815
2025-09-0114263.23982035866
2025-10-0113426.818598406835
2025-11-0114215.91874990908
2025-12-0115518.73411460552
2026-01-0114416.612459760465
2026-02-0111650.501578408126
2026-03-0112149.274389470907
2026-04-0112924.450466664312
Annual Return Matrix
YearAnnual Return
20240.622980670187169
2025-0.09035183249644907
2026-0.16717108681561788
Total Factor Risk
1.0277143519213021
VTI.US Exposure
0.12443967678215108
VEA.US Exposure
-0.001833710949338175
VWO.US Exposure
0.000377112832385066
QQQ.US Exposure
-0.007630077087219659
VTV.US Exposure
0.004579909849278469
IJR.US Exposure
-0.004810749558549552
QUAL.US Exposure
-0.003705508949212181
SHV.US Exposure
0.8464668047148988
TLT.US Exposure
0.008879172737085234
LQD.US Exposure
0.008146799794565332
HYG.US Exposure
0.0006077628612386126
GLD.US Exposure
0.0016634015423570205
USO.US Exposure
-0.00035628556773013116
VNQ.US Exposure
-0.0008066570741021023
BTC-USD.CC Exposure
-0.0003009147056404399
CPER.US Exposure
0.001350942714402197
VIX.INDX Exposure
0.00321957430688063
UUP.US Exposure
0.0000014226999136534164
TIP.US Exposure
0.005758835729030633
Idiosyncratic Exposure
0.013952487327605824
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
42.1
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
102.8%

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 →3.51%
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
$175
Avg Yield on Cost
1.75%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$175.361.75%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 →
+3.8%
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 →
-8.9%
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 →
21.7% 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 →
1.56
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Apollo Global Management Inc a high-risk investment?

Apollo Global Management Inc (APO-PA.US) has an annualized volatility of 102.8% and experienced a maximum drawdown of 36.0% over the last 10 years. Its primary macro risk driver is SHV.US.

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

Over the past 10 years, APO-PA.US has generated a Compound Annual Growth Rate (CAGR) of 10.1%. It has had a positive return in 33% 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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