PSX return calculator
Your investment#
Key dates
Start at a well-known dateRecentMarket topsMarket bottomsEventsKey dates
End at a well-known dateMarket topsMarket bottomsEventsOr drag the slider to set start and end dates
2012 to today, log scaleResult#
$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.
How this period ranks#
Better than 100.0% of all 55 periods of 10 years since 2012.
Growth of $1,000 in PSX, October 27, 2016 to October 27, 2026#
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.
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.
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.
$1,000 invested in PSX, by year#
Started on each year's first close and held to Oct 27, 2026, dividends reinvested.
| Started | Worth Oct 27, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $4,461 | 4.5× | 16.5% |
| 2018 | $3,683 | 3.7× | 15.9% |
| 2019 | $4,129 | 4.1× | 19.9% |
| 2020 | $3,130 | 3.1× | 18.2% |
| 2021 | $4,770 | 4.8× | 30.9% |
| 2022 | $4,202 | 4.2× | 34.7% |
| 2023 | $3,025 | 3.0× | 33.7% |
| 2024 | $2,187 | 2.2× | 32.0% |
| 2025 | $2,486 | 2.5× | 65.2% |
| 2026 | $2,100 | 2.1× | — |
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.
