Over the latest trailing 12-month period, total return cagr is +72.09%. The comparable SPY value is +17.76%. Year-to-date total return is +62.69%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PSX
$97,647
(9.8x return)
Invested on Apr 12, 2012
Growth of $10,000 in SPY (S&P 500)
$69,155
(6.9x 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
+62.7%
1-Year Total Return
+72.0%
Current Dividend Yield
2.39%
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 | +66.4% | +72.1% | +5.7% |
| 3 Years | +24.6% | +29.0% | +4.4% |
| 5 Years | +23.4% | +28.2% | +4.8% |
| 10 Years | +10.6% | +14.8% | +4.2% |
| 15 Years | N/A | N/A | N/A |
| 20 Years |
| N/A |
| N/A |
| N/A |
