Performance analysis of Phillips 66 (PSX)
Annual Return
Over the past 3 years, PSX has had an average annual return of +29.95%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, PSX has had an average annual return of +27.93%, outperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, PSX has had an average annual return of +15.01%, outperforming the benchmark SPY, which returned +14.91% annual.
Since Apr 12, 2012, PSX has had an average annual return of +17.39%, outperforming the benchmark SPY, which returned +14.44% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +64.29% | +17.57% | -11.61% | +33.13% | +49.61% | +8.49% | -33.92% | +34% | -12.29% | +20.96% | +8.98% | +17.12% |
| 2014 | 2013 | 2012 | |||||||||
| -4.77% | +48.34% | +57.93% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +11.25% | +8.38% | +18.05% | -1.66% | -1.13% | -3.88% | +23.51% | +64.29% | |||||
| 2025 | +3.46% | +11.02% | -4.79% | -15.73% | +10.12% | +5.13% | +3.59% | +9.16% | +1.83% | +0.09% | +1.49% | -5.78% | +17.57% |
| 2024 | +8.39% | -0.53% | +14.62% | -12.32% | +0.00798% | -0.66% | +3.05% | -2.72% | -6.31% | -7.33% | +10.95% | -14.97% | -11.61% |
| 2023 | -3.66% | +3.36% | -1.15% | -2.35% | -6.44% | +4.12% | +16.95% | +3.29% | +5.25% | -5.06% | +14.04% | +3.30% | +33.13% |
| 2022 | +17.02% | +0.42% | +2.55% | +0.43% | +17.40% | -18.67% | +8.55% | +1.60% | -9.77% | +29.20% | +4.92% | -4.02% | +49.61% |
| 2021 | -3.06% | +23.83% | -1.82% | -0.77% | +5.20% | +1.90% | -14.44% | -1.94% | -1.49% | +6.78% | -6.40% | +4.75% | +8.49% |
| 2020 | -17.99% | -17.24% | -28.34% | +36.39% | +8.32% | -8.13% | -13.74% | -4.36% | -11.34% | -9.99% | +31.70% | +15.45% | -33.92% |
| 2019 | +10.75% | +1.84% | -1.24% | -0.94% | -13.38% | +15.77% | +9.64% | -2.96% | +3.82% | +14.08% | -1.05% | -2.89% | +34% |
| 2018 | +1.24% | -11.08% | +6.14% | +16.05% | +5.35% | -3.59% | +9.82% | -3.25% | -4.89% | -8.78% | -8.29% | -7.88% | -12.29% |
| 2017 | -5.54% | -3.44% | +1.32% | +0.43% | -3.48% | +8.64% | +1.28% | +0.92% | +9.31% | -0.58% | +7.93% | +3.68% | +20.96% |
Drawdown analysis of Phillips 66 (PSX)
The maximum drawdown for the PSX was -64.21%, occurring on Mar 23, 2020. Recovery took 556 trading sessions.
Since Apr 12, 2012 PSX has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 5 times
- 20% or more: 8 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.21% | Nov 8, 2019 | 91 | Mar 23, 2020 | 556 | Jun 6, 2022 | 647 |
| -44.36% | Apr 3, 2024 | 254 | Apr 8, 2025 | 226 | Mar 4, 2026 | 480 |
| -35.38% | Jul 31, 2018 | 101 | Dec 24, 2018 | 213 | Oct 29, 2019 | 314 |
| -32.01% | Sep 5, 2014 | 91 | Jan 15, 2015 | 199 | Oct 29, 2015 | 290 |
| -32.01% | Jun 8, 2022 | 75 | Sep 26, 2022 | 34 | Nov 11, 2022 | 109 |
| -21.12% | Nov 24, 2015 | 53 | Feb 11, 2016 | 403 | Sep 18, 2017 | 456 |
| -20.68% | Apr 13, 2012 | 16 | May 7, 2012 | 50 | Jul 18, 2012 | 66 |
| -20.10% | Mar 28, 2013 | 99 | Aug 19, 2013 | 71 | Nov 27, 2013 | 170 |
| -17.37% | Nov 22, 2022 | 144 | Jun 22, 2023 | 25 | Jul 28, 2023 | 169 |
| -17.28% | Mar 27, 2026 | 15 | Apr 20, 2026 | 54 | Jul 8, 2026 | 69 |
| -15.56% | Jan 23, 2018 | 20 | Feb 21, 2018 | 37 | Apr 16, 2018 | 57 |
| -12.14% | Sep 12, 2023 | 18 | Oct 6, 2023 | 38 | Nov 30, 2023 | 56 |
| -9.55% | Jan 9, 2014 | 18 | Feb 5, 2014 | 20 | Mar 6, 2014 | 38 |
| -9.39% | Nov 6, 2012 | 7 | Nov 15, 2012 | 7 | Nov 27, 2012 | 14 |
| -9.30% | May 21, 2018 | 31 | Jul 5, 2018 | 17 | Jul 30, 2018 | 48 |
| -8.47% | Jan 2, 2013 | 7 | Jan 11, 2013 | 7 | Jan 23, 2013 | 14 |
| -8.16% | Jun 23, 2014 | 10 | Jul 8, 2014 | 30 | Aug 19, 2014 | 40 |
| -5.95% | Jan 3, 2024 | 10 | Jan 18, 2024 | 5 | Jan 25, 2024 | 15 |
| -5.67% | Sep 21, 2012 | 15 | Oct 12, 2012 | 3 | Oct 17, 2012 | 18 |
| -5.62% | Dec 10, 2012 | 13 | Dec 28, 2012 | 2 | Jan 2, 2013 | 15 |
| -5.55% | Feb 14, 2013 | 7 | Feb 26, 2013 | 4 | Mar 4, 2013 | 11 |
| -5.08% | Jul 18, 2012 | 3 | Jul 23, 2012 | 5 | Jul 30, 2012 | 8 |
| -4.85% | Apr 3, 2014 | 5 | Apr 10, 2014 | 4 | Apr 16, 2014 | 9 |
| -4.77% | Feb 26, 2024 | 2 | Feb 28, 2024 | 6 | Mar 7, 2024 | 8 |
| -4.65% | Aug 20, 2012 | 5 | Aug 27, 2012 | 7 | Sep 6, 2012 | 12 |