Phillips 66

The chart shows the growth of $10,000 invested in Phillips 66 on Apr 13, 2012 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $32,938 for a total return of roughly 229.38%. All prices are adjusted for splits and dividends.

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Phillips 66 Sharpe ratio is 0.58. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.

Phillips 66 granted a 4.28% dividend yield in the last twelve months, as of Jun 12, 2021. The annual payout for that period amounted to $3.60 per share.

The Drawdowns chart displays portfolio losses from any high point along the way.

The table below shows the maximum drawdowns of the Phillips 66. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Phillips 66 is 64.21%, recorded on Mar 23, 2020. The portfolio has not recovered from it yet.

Current Phillips 66 volatility is 27.68%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.