Phillips 66 (PSX) Growth of $10K (Lump Sum & DCA)PSXPhillips 66NYSEEnergy$255.31+$3.06 +1.21%Oct 1, 2026 close © 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$46,137+$36,137 · +361.37%
Total invested$10,000
Annualised (CAGR)+16.55%
Max drawdown-59.25%
SIP · Monthly122 contributions
$100 every month
$39,393+$27,193 · +222.89%
Total invested$12,200
Money-weighted (XIRR)+22.25%
Max drawdown-53.32%
SIP · Biweekly261 contributions
$100 every two weeks
$84,818+$58,718 · +224.97%
Total invested$26,100
Money-weighted (XIRR)+22.43%
Max drawdown-54.17%
Best 12-month stretch+116.79%Sep 2025 → Sep 2026
Worst 12-month stretch-59.23%Nov 2019 → Nov 2020
Deepest drawdown-59.25%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$4,761on $10,000, trailing 10 years
Growth of your contributions
It would be worth$85,530after your settings in PSX
Profit+$63,330+285.27% on money in
Annualised return+18.31%Money-weighted (XIRR)
Deepest dip-57.55%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
+0.09% | +45.49% | +46.72% | +97.63% | +37.33% p.a. | +30.22% p.a. | +16.55% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +8.31% | +20.94% | -7.51% | +23.73% | -32.07% | +8.51% | +49.58% | +33.07% | -9.95% | +16.69% | +99.63% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $11,144 | +$844 | +8.19% |
| 2017 | $11,500 | $14,944 | +$3,444 | +29.95% |
| 2018 | $12,800 | $14,979 | +$2,179 | +17.02% |
| 2019 | $14,000 | $19,872 | +$5,872 | +41.94% |
| 2020 | $15,200 | $14,821 | -$379 | -2.50% |
| 2021 | $16,400 | $17,235 | +$835 | +5.09% |
| 2022 | $17,600 | $27,175 | +$9,575 | +54.40% |
| 2023 | $18,800 | $37,701 | +$18,901 | +100.53% |
| 2024 | $20,100 | $35,068 | +$14,968 | +74.47% |
| 2025 | $21,300 | $42,204 | +$20,904 | +98.14% |
| 2026 (YTD) | $22,200 | $85,530 | +$63,330 | +285.27% |