With Apple set to release a new generation of streamlined products — including the iPhone 14, new smartwatches and updated AirPods — investors are excited about the pop the AAPL stock could see amid the fanfare. Apple is a perennial tech juggernaut known for its innovative consumer technology and strategic branding. Apple has long been an investor darling, making people who haven’t bought the stock before licking the wounds of regret.
Investing is, of course, about looking forward rather than backward. And, of course, past performance is no guarantee of future results. But for those evaluating how robust their returns in Apple would have been, let’s take a look at how Apple has fared over the past five years and where you would be now if you had invested then.
For more help with investing, including evaluating stocks based on past performance, consider working with a financial advisor.
Apple is a technology company based in Cupertino, California. It was founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne and founded the following year by Jobs and Wozniak. Jobs led the company for years in two different roles as CEO. Jobs passed away in 2011, and the company has been led by CEO Tim Cook since 2011.
Apple makes hardware and the proprietary software that runs its machines. Some of Apple’s most popular products include the iPhone (a smartphone), the iPad (a tablet), the iMac (a desktop computer), and the MacBook (a laptop computer). As mentioned above, Apple also makes the operating systems that these products run on. In addition, Apple offers cross-platform services such as Apple Music and Apple TV+.
The company went public in 1980 and is traded on the Nasdaq. It is part of four major market indices: the Nasdaq 100, the Dow Jones Industrial Average, the S&P 500 and the S&P 100.
The market cap for Apple is $2.48 trillion.
Where would you be if you invested $1,000 in Apple five years ago?
Whatever is written in this section, you can’t go back to the heady days of 2017 and invest in Apple. However, you can make a plan for how you will invest for the next five years, and this can give you an idea of what is possible.
On September 8, 2017, Apple closed at $39.66 per share. On September 6, 2022, it opened at $154.37. That is a total growth of 389.23%. This means that if you invested $1,000 in Apple on that date in September 2017 and held it until September 2022 with no other actions, you would now have $3,892.33.
However, there is something more to this story. Like all stocks, Apple has had ups and downs over the past five years. The high at the time was $182.94. That is a growth of 459.76%. If you sold your 2017 $1,000 investment at that price, you would have a total of $4,597.58.
How to invest in Apple
If you want to invest in Apple, the easiest way is to do it yourself. Create an online brokerage account and buy as many shares of Apple as you want. Transaction fees may apply depending on the service you use.
Another good option is to find a mutual fund or exchange-traded fund that Apple has in its investment basket. This may be an actively managed fund, but since Apple is included in so many indices, an index fund is a good option. For example, a passively managed mutual fund that tracks the Dow Jones Industrial Average will invest in Apple, as Apple is part of the index.
Finally, you can work with a financial advisor and tell this expert that you want to invest in Apple. Your advisor will make the purchase for you (possibly through a third-party broker) and help you create an overall financial plan around your desire to invest in Apple.
It comes down to
If you invested $1,000 in Apple in September 2017, you would have about $3,900 in September 2022. You could have had even more — nearly $4,600 — if you’d sold at the stock’s peak in the past five years. To invest in Apple now, you can create a brokerage account, invest in a fund to which Apple belongs, or work with a financial advisor.
A financial advisor doesn’t just help you make investments – they also help you create an overall financial health plan. Finding a qualified financial advisor doesn’t have to be difficult. SmartAsset’s free tool matches you with up to three financial advisors serving your area, and you can interview your advisors at no cost to decide which one is right for you. If you’re ready to find an advisor who can help you achieve your financial goals, get started now.
SmartAsset’s free investment calculator can give you an idea of what an investment will look like in the future.
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