PSX
Phillips 66
Stock
$255.31+3.06 (+1.21%)Close Sep 30, 2026
Apr 12, 2012 – Sep 30, 2026
| $10,000 became | CAGR | Max drawdown | Sharpe ratio |
|---|---|---|---|
| $121,314 | 18.83% | −64.21% | 0.68 |
| $10,000 became | $121,314 |
|---|---|
| CAGR | 18.83% |
| Max drawdown | −64.21% |
| Sharpe ratio | 0.68 |
Loading the growth chart…
Growth of $10,000
- PSX
Trailing returns
| Period | PSX |
|---|---|
| 1M | +4.63% |
| 3M | +51.83% |
| 6M | +39.89% |
| YTD | +101.99% |
| 1Y | +93.26% |
| 3Y | +32.87% |
| 5Y | +34.31% |
| 10Y | +16.50% |
| Since 2012 | +18.83% |
Metrics
| Return | PSX |
|---|---|
| Final balance | $121,314 |
| Total return | 1,113.14% |
| CAGR | 18.83% |
| Calendar years | PSX |
| Best year | 49.58% |
| Worst year | −33.85% |
| Positive years | 9 of 13 |
| Risk | PSX |
| Max drawdown | −64.21% |
| Longest drawdown | 2.6 years |
| Volatility (annualized) | 33.50% |
| Risk-adjusted | PSX |
| Sharpe ratio | 0.68 |
| Sortino ratio | 0.99 |
| Calmar ratio | 0.29 |
| Return | PSX |
|---|---|
| Final balance | $121,314 |
| Total return | 1,113.14% |
| CAGR | 18.83% |
| Calendar years | PSX |
| Best year | 49.58% |
| Worst year | −33.85% |
| Positive years | 9 of 13 |
| Risk | PSX |
|---|---|
| Max drawdown | −64.21% |
| Longest drawdown | 2.6 years |
| Volatility (annualized) | 33.50% |
| Risk-adjusted | PSX |
| Sharpe ratio | 0.68 |
| Sortino ratio | 0.99 |
| Calmar ratio | 0.29 |
Worst drawdowns
| Decline | Peak | Bottom | Recovered |
|---|---|---|---|
| −64.2% | Nov 2019 | Mar 2020 | Jun 2022 |
| −44.4% | Apr 2024 | Apr 2025 | Mar 2026 |
| −35.4% | Jul 2018 | Dec 2018 | Oct 2019 |
| −32.0% | Sep 2014 | Jan 2015 | Oct 2015 |
| −32.0% | Jun 2022 | Sep 2022 | Nov 2022 |
Annual returns
| Year | PSX |
|---|---|
| 2012from Apr 12 | +57.90% |
| 2013 | +48.34% |
| 2014 | −4.76% |
| 2015 | +17.15% |
| 2016 | +8.98% |
| 2017 | +20.94% |
| 2018 | −12.28% |
| 2019 | +33.97% |
| 2020 | −33.85% |
| 2021 | +8.51% |
| 2022 | +49.58% |
| 2023 | +33.07% |
| 2024 | −11.63% |
| 2025 | +17.51% |
| 2026to Sep 30 | +101.99% |