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Phillips 66

PSX
Equity · Currency in USD
Sector
Energy
Industry
Oil & Gas Refining & Marketing
ISIN
US7185461040
CUSIP
718546104

PSXPrice Chart


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S&P 500

PSXPerformance

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 $26,163 for a total return of roughly 161.63%. All prices are adjusted for splits and dividends.


PSX (Phillips 66)
Benchmark (S&P 500)

PSXReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-5.65%
6M-16.96%
YTD-2.29%
1Y14.70%
5Y0.23%
10Y10.75%

PSXMonthly Returns Heatmap


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PSXSharpe Ratio Chart

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 0.33. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


PSX (Phillips 66)
Benchmark (S&P 500)

PSXDividends

Phillips 66 granted a 5.45% dividend yield in the last twelve months, as of Sep 18, 2021. The annual payout for that period amounted to $3.60 per share.


PeriodTTM202020192018201720162015201420132012
Dividend$3.60$3.60$3.50$3.10$2.73$2.45$2.18$1.89$1.33$0.45

Dividend yield

5.45%5.15%3.14%3.60%2.70%2.84%2.67%2.64%1.72%0.85%

PSXDrawdowns Chart

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


PSX (Phillips 66)
Benchmark (S&P 500)

PSXWorst Drawdowns

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.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-64.21%Nov 11, 201991Mar 23, 2020
-35.37%Aug 1, 2018101Dec 24, 2018213Oct 29, 2019314
-32.01%Sep 8, 201491Jan 15, 2015199Oct 29, 2015290
-21.14%Nov 25, 201553Feb 11, 2016403Sep 18, 2017456
-20.68%Apr 16, 201216May 7, 201250Jul 18, 201266
-20.1%Apr 1, 201399Aug 19, 201371Nov 27, 2013170
-15.56%Jan 24, 201820Feb 21, 201837Apr 16, 201857
-9.55%Jan 10, 201418Feb 5, 201420Mar 6, 201438
-9.39%Nov 7, 20127Nov 15, 20127Nov 27, 201214
-9.3%May 22, 201831Jul 5, 201817Jul 30, 201848

PSXVolatility Chart

Current Phillips 66 volatility is 24.06%. 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.


PSX (Phillips 66)
Benchmark (S&P 500)

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