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PSX return calculator

Your investment#

How much
$
All at once, on the start date
Pick start & end dates10 years
Key datesStart at a well-known dateRecentMarket topsMarket bottomsEvents
Bought at that day's close
Key datesEnd at a well-known dateMarket topsMarket bottomsEvents
Latest close, Oct 27, 2026

Or drag the slider to set start and end dates

2012 to today, log scale
Covid2022 bear market
20142022Oct 2016Today
Options

Result#

$1,000Oct 27, 2016$4,877Oct 27, 20264.9× 

$1,000 invested in PSX on October 27, 2016 was worth $4,877 on October 27, 2026, with dividends reinvested.

That’s 17.2% a year compounded (CAGR) over 10 years: 4.9 times your money.

Over the same dates the same $1,000 would be worth $4,228 in the S&P 500 and $6,559 in the Nasdaq-100: PSX beat the S&P 500 but trailed the Nasdaq-100.

Price only$3,357if dividends were spent
Biggest fall−64.2%Nov 8, 2019 to Mar 23, 2020
At a flat 5% a year$1,629a savings account's rate
Gain$3,877on $1,000 put in

How this period ranks#

Better than 100.0% of all 55 periods of 10 years since 2012.

Your dates
−50%0%100%
Worst: 6.6% a year, Apr 2015 to Apr 2025Best: 17.0% a year, Oct 2016 to Oct 2026
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in PSX, October 27, 2016 to October 27, 2026#

Your $1,000$Your buySame plan in the S&P 500A low
Lowest value$590 · Mar 2020$
$0$1,000$2,000$3,000$4,000$4,877
20182020202220242026

How far PSX was below its previous high. The biggest fall: −64.2% from Nov 8, 2019 to Mar 23, 2020, back to the high by Jun 6, 2022.

−64.2% from its high
high−64%

Your one buy. $1,000 on October 27, 2016, worth $4,877 on October 27, 2026. Pick Monthly or Yearly to see a plan's buys.

4.9×paid

What $1,000 would be worth on October 27, 2026, by start date#

Each point is the same amount invested that day and held to October 27, 2026, dividends reinvested. Above the line it made money.

Your start
$1,000$2,000$5,000$10k
2014201620182020202220242026

$1,000 invested in PSX, by year#

Started on each year's first close and held to Oct 27, 2026, dividends reinvested.

StartedWorth Oct 27, 2026MultipleA year (CAGR)
2017$4,4614.5×16.5%
2018$3,6833.7×15.9%
2019$4,1294.1×19.9%
2020$3,1303.1×18.2%
2021$4,7704.8×30.9%
2022$4,2024.2×34.7%
2023$3,0253.0×33.7%
2024$2,1872.2×32.0%
2025$2,4862.5×65.2%
2026$2,1002.1×—

Methodology#

A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. PSX data begins April 12, 2012; values as of October 27, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.

See the live PSX chart and fundamentals on the PSX quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in PSX be worth today?
$1,000 invested in PSX on October 27, 2016 would be worth $4,877 on October 27, 2026, with dividends reinvested — 17.2% a year compounded (CAGR).
How far back does the PSX calculator go?
PSX data begins April 12, 2012, with a close every session. Pick any start and end date in that span — 14 years, 6 months of history.
Does this include dividends?
Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.