Apollo Global Management LLC Class A

10-Year Study

APO.US · Financial Services · US · Common Stock

Executive Summary: Apollo Global Management LLC Class A has compounded at 27.3% annually over the last 10 years, with a maximum drawdown of 39.2% and an annualized volatility of 44.3%.

1Y CAGR
-7.0%
3Y CAGR
+24.3%
5Y CAGR
+18.7%
10Y CAGR
+27.3%

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 →
39.2%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.85
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.54
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
34.9%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2019 · +106.5%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2018 · -22.0%
% 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.
2026-7.1-21.96.58.4————————-16.2%
20253.5-12.4-8.3-0.3-3.98.62.4-5.9-2.2-6.76.59.8-11.1%
20247.711.80.6-3.67.61.66.1-7.37.914.722.5-5.679.9%
202311.00.7-10.90.46.214.96.47.52.8-13.719.41.349.4%
2022-3.4-6.2-5.0-19.716.7-15.917.8-2.0-16.319.126.1-8.1-9.6%
2021-6.28.9-5.017.84.58.5-5.42.43.024.9-7.42.353.2%
2020-0.8-10.3-19.620.918.84.9-1.6-3.6-4.5-17.619.712.38.0%
201919.32.0-3.615.7-8.816.6-3.816.10.28.87.68.9106.5%
20186.8-6.4-9.7-2.610.01.811.4-1.50.1-14.8-2.6-12.9-22.0%
20179.79.26.910.12.8-2.16.27.01.94.90.56.985.3%
2016———-1.2-1.4-7.713.210.8-3.51.87.30.519.3%

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 44.3%. The dominant macroeconomic risk driver is VTI.US, accounting for 90.4% of variance. Idiosyncratic stock-specific factors contribute 16.2%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-019877.406201180926
2016-05-019739.01377746004
2016-06-018985.710629208921
2016-07-0110171.931403959365
2016-08-0111267.773453014537
2016-09-0110868.394806753691
2016-10-0111062.038287393756
2016-11-0111871.651618255797
2016-12-0111933.345689799737
2017-01-0113092.117457039214
2017-02-0114295.460763806144
2017-03-0115288.744141711017
2017-04-0116828.889418451734
2017-05-0117302.583384083107
2017-06-0116931.27156865341
2017-07-0117987.484664742587
2017-08-0119248.815103132365
2017-09-0119620.391699984997
2017-10-0120585.16694468716
2017-11-0120684.63649923655
2017-12-0122111.631847909553
2018-01-0123617.88510251454
2018-02-0122097.863213916913
2018-03-0119955.428460472547
2018-04-0119429.925596420155
2018-05-0121370.773426536394
2018-06-0121746.056963310122
2018-07-0124222.998914396165
2018-08-0123861.219230192146
2018-09-0123874.987864184783
2018-10-0120330.005913451776
2018-11-0119803.70870513058
2018-12-0117239.565405424488
2019-01-0120569.45658025966
2019-02-0120973.954334030594
2019-03-0120222.328134791394
2019-04-0123400.58781475892
2019-05-0121352.23872693092
2019-06-0124902.51630612263
2019-07-0123958.658793832357
2019-08-0127825.879736277704
2019-09-0127892.25161296017
2019-10-0130355.513190527887
2019-11-0132676.410623030686
2019-12-0135593.331038560995
2020-01-0135302.424515229344
2020-02-0131675.09554196344
2020-03-0125470.82550021624
2020-04-0130785.518221374918
2020-05-0136558.988888006286
2020-06-0138340.87960388699
2020-07-0137711.14111967238
2020-08-0136370.64103582493
2020-09-0134725.5540551275
2020-10-0128603.013212593003
2020-11-0134233.50191083927
2020-12-0138440.08437701344
2021-01-0136054.227235417166
2021-02-0139270.35065886444
2021-03-0137325.089805032614
2021-04-0143962.80703612501
2021-05-0145929.86822711185
2021-06-0149822.77296758193
2021-07-0147147.42147024299
2021-08-0148298.426315743025
2021-09-0149760.81411461505
2021-10-0162170.678105224135
2021-11-0157567.01176512123
2021-12-0158908.92401655766
2022-01-0156932.59547576809
2022-02-0153391.673506853425
2022-03-0150716.410269988795
2022-04-0140710.58507868422
2022-05-0147512.64331294516
2022-06-0139962.047996045934
2022-07-0147067.54574099081
2022-08-0146118.39260024183
2022-09-0138584.12547109028
2022-10-0145935.781678890744
2022-11-0157936.47011059037
2022-12-0153260.78322344904
2023-01-0159097.00708731609
2023-02-0159527.541681009
2023-03-0153029.011217906285
2023-04-0153222.12513570048
2023-05-0156508.41563622563
2023-06-0164927.58228082718
2023-07-0169069.55807980512
2023-08-0174226.26455194571
2023-09-0176282.91012435901
2023-10-0165812.74657770012
2023-11-0178575.12290271049
2023-12-0179591.44226441073
2024-01-0185749.37555714425
2024-02-0195847.1681626817
2024-03-0196404.44479748634
2024-04-0192915.15520604407
2024-05-0199986.05484505875
2024-06-01101630.08270006443
2024-07-01107861.97827027123
2024-08-01100033.36245928987
2024-09-01107968.24388134261
2024-10-01123829.4454594399
2024-11-01151719.22577911936
2024-12-01143163.78496218036
2025-01-01148208.66541336794
2025-02-01129758.60760275726
2025-03-01119040.2556023336
2025-04-01118640.4356537012
2025-05-01114011.08551557356
2025-06-01123764.2209689235
2025-07-01126773.99140342981
2025-08-01119280.50061341029
2025-09-01116688.7317852446
2025-10-01108843.52300509263
2025-11-01115898.0061958853
2025-12-01127246.09668052355
2026-01-01118262.59256317245
2026-02-0192320.45613013124
2026-03-0198339.82047819525
2026-04-01106627.47901607223
Annual Return Matrix
YearAnnual Return
20170.8529281244915168
2018-0.2203395242828119
20191.064630412745871
20200.07997996409406949
20210.53248685509609
2022-0.09587920484714818
20230.4943723589361173
20240.7987333925496158
2025-0.1111851596118516
2026-0.16203732925669567
Total Factor Risk
0.4429333032487584
VTI.US Exposure
0.9036877173395905
VEA.US Exposure
-0.044610080345779124
VWO.US Exposure
0.014219014802970465
QQQ.US Exposure
-0.1392990845084433
VTV.US Exposure
-0.059259073990018944
IJR.US Exposure
0.021541202306175844
QUAL.US Exposure
0.003282290279144673
SHV.US Exposure
0.03479538074720042
TLT.US Exposure
0.0056199379996932294
LQD.US Exposure
0.05287594941398095
HYG.US Exposure
0.04572936164408764
GLD.US Exposure
0.01078295363208331
USO.US Exposure
0.005869920475765719
VNQ.US Exposure
-0.030218849175509283
BTC-USD.CC Exposure
-0.010886444526209123
CPER.US Exposure
0.013236543989030783
VIX.INDX Exposure
-0.00038763116190067515
UUP.US Exposure
0.0047356654711658615
TIP.US Exposure
0.0065482154491220725
Idiosyncratic Exposure
0.1617370101578489
Value Score
42.3
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
22.2
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
44.3%

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 →19.3x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →1.85%
Market Cap$62.1B
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
$450
Avg Yield on Cost
4.50%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$450.134.50%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 →
+6.3%
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 →
-7.7%
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 →
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 LLC Class A a high-risk investment?

Apollo Global Management LLC Class A (APO.US) has an annualized volatility of 44.3% and experienced a maximum drawdown of 39.2% over the last 10 years. Its primary macro risk driver is VTI.US.

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

Over the past 10 years, APO.US has generated a Compound Annual Growth Rate (CAGR) of 27.3%. 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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