Phillips Edison & Company, Inc. (PECO)

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The chart shows the growth of an initial investment of $10,000 in Phillips Edison & Company, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Phillips Edison & Company, Inc. (PECO) has returned 6.13% so far this year and 6.30% over the past 12 months.

Based on dividend-adjusted daily data since Jul 15, 2021, PECO's average daily return is +0.05%, while the average monthly return is +0.93%. At this rate, your investment would double in approximately 6.2 years.

Historically, 56% of months were positive and 44% were negative. The best month was Jun 2023 with a return of +17.8%, while the worst month was Sep 2022 at -13.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, PECO closed higher 50% of trading days. The best single day was Nov 10, 2022 with a return of +5.9%, while the worst single day was Sep 13, 2022 at -6.4%.

Phillips Edison & Company, Inc. has an annualized alpha of 6.42%, beta of 0.60, and R² of 0.21 versus S&P 500 Index. Calculated based on daily prices since July 16, 2021.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (51.82%) than losses (36.21%) — typical of diversified or defensive assets.
• Beta of 0.60 may look defensive, but with R² of 0.21 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.21 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

PECO ranks 51 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Phillips Edison & Company, Inc. (PECO) and compare them to a chosen benchmark (S&P 500 Index).

Phillips Edison & Company, Inc. provided a 3.40% dividend yield over the last twelve months, with an annual payout of $1.27 per share. The company has been increasing its dividends for 4 consecutive years.

The table displays the monthly dividend distributions for Phillips Edison & Company, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Phillips Edison & Company, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Phillips Edison & Company, Inc. was 23.11%, occurring on Sep 29, 2022. Recovery took 200 trading sessions.

The current Phillips Edison & Company, Inc. drawdown is 5.64%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Phillips Edison & Company, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Phillips Edison & Company, Inc. is priced in the market compared to other companies in the REIT - Retail industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.