PSX vs BAM
Comparison between Phillips 66 (PSX, Company) and Brookfield Asset Management Ltd - Class A (BAM, Company).
PSX is from the Energy sector, while BAM is from the Financial Services sector.
PSX vs BAM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PSX vs BAM - Historical Returns
Returns include dividend reinvestment.
PSX vs BAM - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | PSX | BAM |
|---|---|---|
| 2026 | +89.84% | -0.08% |
| 2025 | +17.07% | -0.56% |
| 2024 | -12.36% | +44.51% |
| 2023 | +37.15% | +46.61% |
| 2022 | +43.13% | -10.41% |
| 2021 | +8.59% | N/A |
| 2020 | -34.39% | N/A |
| 2019 | +31.00% | N/A |
| 2018 | -12.81% | N/A |
| 2017 | +20.43% | N/A |
| 2016 | +11.32% | N/A |
| 2015 | +16.17% | N/A |
| 2014 | -3.92% | N/A |
| 2013 | +42.54% | N/A |
| 2012 | +57.93% | N/A |
PSX vs BAM Drawdown Comparison
The maximum drawdown for PSX was -64.21%, occurring on Mar 23, 2020. Recovery took 647 trading sessions.
The maximum drawdown for BAM was -30.36%, occurring on Mar 24, 2026. This drawdown has not yet recovered.
The current PSX drawdown is -0.25%. The current BAM drawdown is -14.16%.
| Rank | PSX | BAM |
|---|---|---|
| #1 | -64.21% Nov 8, 2019 - Jun 6, 2022 | -30.36% Jul 24, 2025 - Mar 24, 2026 |
| #2 | -44.36% Apr 3, 2024 - Mar 4, 2026 | -29.54% Jan 29, 2025 - Jul 17, 2025 |
| #3 | -35.39% Jul 31, 2018 - Oct 29, 2019 | -20.47% Sep 15, 2023 - Dec 1, 2023 |
| #4 | -32.01% Sep 5, 2014 - Oct 29, 2015 | -17.87% Dec 2, 2022 - Feb 2, 2023 |
| #5 | -32.01% Jun 8, 2022 - Nov 11, 2022 | -13.12% Feb 15, 2023 - Aug 11, 2023 |
| #6 | -21.12% Nov 24, 2015 - Sep 18, 2017 | -12.04% Dec 11, 2024 - Jan 24, 2025 |
| #7 | -20.68% Apr 13, 2012 - Jul 18, 2012 | -11.72% Mar 21, 2024 - Jul 22, 2024 |
| #8 | -20.10% Mar 28, 2013 - Nov 27, 2013 | -11.57% Jul 31, 2024 - Sep 11, 2024 |
| #9 | -17.37% Nov 22, 2022 - Jul 28, 2023 | -8.01% Aug 14, 2023 - Sep 11, 2023 |
| #10 | -17.28% Mar 27, 2026 - Jul 8, 2026 | -6.41% Dec 27, 2023 - Jan 26, 2024 |
| #11 | -15.56% Jan 23, 2018 - Apr 16, 2018 | -4.84% Nov 11, 2024 - Nov 26, 2024 |
| #12 | -12.14% Sep 12, 2023 - Nov 30, 2023 | -4.61% Mar 7, 2024 - Mar 21, 2024 |
| #13 | -9.55% Jan 9, 2014 - Mar 6, 2014 | -4.58% Jan 29, 2024 - Feb 15, 2024 |
| #14 | -9.39% Nov 6, 2012 - Nov 27, 2012 | -2.84% Jul 22, 2024 - Jul 30, 2024 |
| #15 | -9.30% May 21, 2018 - Jul 30, 2018 | -2.50% Dec 1, 2023 - Dec 12, 2023 |
Correlation
Correlation between PSX and BAM is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2012 - 2026)
PSX vs BAM dividend yield comparison.
| Year | PSX | BAM |
|---|---|---|
| 2026 | 1.57% | 1.92% |
| 2025 | 3.68% | 3.34% |
| 2024 | 3.95% | 2.80% |
| 2023 | 3.15% | 3.19% |
| 2022 | 3.68% | 0.00% |
| 2021 | 5.00% | 0.00% |
| 2020 | 5.15% | 0.00% |
| 2019 | 3.14% | 0.00% |
| 2018 | 3.60% | 0.00% |
| 2017 | 2.70% | 0.00% |
| 2016 | 2.84% | 0.00% |
| 2015 | 2.67% | 0.00% |
| 2014 | 2.64% | 0.00% |
| 2013 | 1.72% | 0.00% |
| 2012 | 0.85% | 0.00% |
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