PSX vs KKR
Comparison between Phillips 66 (PSX, Company) and KKR & Co. Inc (KKR, Company).
PSX is from the Energy sector, while KKR is from the Financial Services sector.
5-Year PerformancePSX has outperformed KKR, delivering a return of +28.2% compared to +10.3%
PSX vs KKR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PSX vs KKR - Historical Returns
Returns include dividend reinvestment.
PSX vs KKR - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | PSX | KKR |
|---|---|---|
| 2026 | +60.95% | -25.04% |
| 2025 | +17.07% | -14.07% |
| 2024 | -12.36% | +83.05% |
| 2023 | +37.15% | +79.50% |
| 2022 | +43.13% | -36.17% |
| 2021 | +8.59% | +89.69% |
| 2020 | -34.39% | +40.15% |
| 2019 | +31.00% | +51.65% |
| 2018 | -12.81% | -6.26% |
| 2017 | +20.43% | +37.82% |
| 2016 | +11.32% | +2.19% |
| 2015 | +16.17% | -28.76% |
| 2014 | -3.92% | +2.80% |
| 2013 | +42.54% | +68.28% |
| 2012 | +57.93% | +21.24% |
| 2011 | N/A | -7.33% |
| 2010 | N/A | +41.95% |
PSX vs KKR Drawdown Comparison
The maximum drawdown for PSX was -64.21%, occurring on Mar 23, 2020. Recovery took 647 trading sessions.
The maximum drawdown for KKR was -53.09%, occurring on Feb 11, 2016. Recovery took 613 trading sessions.
The current PSX drawdown is -2.49%. The current KKR drawdown is -41.84%.
| Rank | PSX | KKR |
|---|---|---|
| #1 | -64.21% Nov 8, 2019 - Jun 6, 2022 | -53.09% Jul 29, 2015 - Jan 3, 2018 |
| #2 | -44.36% Apr 3, 2024 - Mar 4, 2026 | -49.42% Jan 31, 2025 - Mar 12, 2026 |
| #3 | -35.39% Jul 31, 2018 - Oct 29, 2019 | -47.92% Nov 3, 2021 - Dec 14, 2023 |
| #4 | -32.01% Sep 5, 2014 - Oct 29, 2015 | -46.51% Apr 29, 2011 - Feb 1, 2013 |
| #5 | -32.01% Jun 8, 2022 - Nov 11, 2022 | -45.48% Feb 19, 2020 - Jul 8, 2020 |
| #6 | -21.12% Nov 24, 2015 - Sep 18, 2017 | -33.53% Sep 21, 2018 - Sep 12, 2019 |
| #7 | -20.68% Apr 13, 2012 - Jul 18, 2012 | -19.07% Jul 23, 2014 - Jan 23, 2015 |
| #8 | -20.10% Mar 28, 2013 - Nov 27, 2013 | -18.64% Jan 25, 2018 - Jun 19, 2018 |
| #9 | -17.37% Nov 22, 2022 - Jul 28, 2023 | -15.84% May 6, 2013 - Jul 22, 2013 |
| #10 | -17.28% Mar 27, 2026 - Jul 8, 2026 | -15.62% Jan 22, 2014 - Jul 23, 2014 |
| #11 | -15.56% Jan 23, 2018 - Apr 16, 2018 | -14.26% Sep 25, 2019 - Nov 14, 2019 |
| #12 | -12.14% Sep 12, 2023 - Nov 30, 2023 | -13.95% Jul 31, 2024 - Aug 30, 2024 |
| #13 | -9.55% Jan 9, 2014 - Mar 6, 2014 | -13.73% Jul 15, 2010 - Aug 17, 2010 |
| #14 | -9.39% Nov 6, 2012 - Nov 27, 2012 | -13.47% Nov 29, 2024 - Jan 23, 2025 |
| #15 | -9.30% May 21, 2018 - Jul 30, 2018 | -10.99% Aug 6, 2021 - Oct 19, 2021 |
Correlation
Correlation between PSX and KKR is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2010 - 2026)
PSX vs KKR dividend yield comparison.
| Year | PSX | KKR |
|---|---|---|
| 2026 | 1.23% | 0.70% |
| 2025 | 3.68% | 0.57% |
| 2024 | 3.95% | 0.47% |
| 2023 | 3.15% | 0.78% |
| 2022 | 3.68% | 1.31% |
| 2021 | 5.00% | 0.77% |
| 2020 | 5.15% | 1.31% |
| 2019 | 3.14% | 1.71% |
| 2018 | 3.60% | 3.23% |
| 2017 | 2.70% | 3.18% |
| 2016 | 2.84% | 4.16% |
| 2015 | 2.67% | 10.13% |
| 2014 | 2.64% | 8.75% |
| 2013 | 1.72% | 6.66% |
| 2012 | 0.85% | 5.52% |
| 2011 | 0.00% | 5.53% |
| 2010 | 0.00% | 1.62% |
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