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Phillips 66

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

PSXPrice Chart


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PSXPerformance

The chart shows the growth of $10,000 invested in PSX on Apr 13, 2012 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $31,304 for a total return of roughly 213.04%. All prices are adjusted for splits and dividends.


0.00%100.00%200.00%300.00%2014201620182020
213.04%
193.60%
S&P 500

PSXReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-8.58%
YTD16.91%
6M56.56%
1Y38.66%
5Y2.49%
10Y13.58%

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 1.13. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


-2.00-1.000.001.002.003.004.002014201620182020
1.13

PSXDividends

Phillips 66 granted a 4.45% dividend yield in the last twelve months, as of Apr 7, 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
4.45%5.15%3.14%3.60%2.70%2.84%2.67%2.64%1.72%0.85%

PSXDrawdowns Chart


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%2014201620182020
-27.47%

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 {{portfolioName}} 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 31.94%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%50.00%100.00%150.00%200.00%2014201620182020
31.94%

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