Over the latest trailing 12-month period, total return cagr is +99.70%. The comparable SPY value is +19.98%. Year-to-date total return is +101.76%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PSX
$121,094
(12.1x return)
Invested on Apr 12, 2012
Growth of $10,000 in SPY (S&P 500)
$71,177
(7.1x return)
Invested on Apr 12, 2012
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
+101.8%
1-Year Total Return
+99.6%
Current Dividend Yield
1.96%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +94.0% | +99.7% | +5.8% |
| 3 Years | +29.5% | +33.9% | +4.3% |
| 5 Years | +29.6% | +34.5% | +4.8% |
| 10 Years | +12.4% | +16.7% | +4.3% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
