Apollo Global Management, Inc. is a global alternative asset manager and retirement services provider, operating in three segments: Asset Management, Retirement Services, and Principal Investing. The Asset Management segment focuses on yield, hybrid, and equity investment strategies. The Retirement Services segment, conducted by Athene Holding Ltd, specializes in issuing, reinsuring, and acquiring retirement savings products like annuities and funding agreements. The Principal Investing segment includes realized performance fee income, investment income from balance sheet investments, and corporate expenses supporting the company. The APO YTD return is shown above.
The YTD Return on the APO YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether APO YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the APO YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.
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