TRV vs PSX
Comparison between Travelers Companies Inc (TRV, Company) and Phillips 66 (PSX, Company).
TRV is from the Financial Services sector, while PSX is from the Energy sector.
5-Year PerformanceTRV has outperformed PSX, delivering a return of +18.9% compared to +18.2%
TRV vs PSX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TRV vs PSX - Historical Returns
Returns include dividend reinvestment.
TRV vs PSX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | TRV | PSX |
|---|---|---|
| 2026 | +15.68% | +33.48% |
| 2025 | +22.38% | +17.07% |
| 2024 | +28.14% | -12.36% |
| 2023 | +4.14% | +37.15% |
| 2022 | +22.95% | +43.13% |
| 2021 | +17.94% | +8.59% |
| 2020 | +4.93% | -34.39% |
| 2019 | +19.38% | +31.00% |
| 2018 | -7.14% | -12.81% |
| 2017 | +14.79% | +20.43% |
| 2016 | +13.87% | +11.32% |
| 2015 | +9.52% | +16.17% |
| 2014 | +21.22% | -3.92% |
| 2013 | +27.23% | +42.54% |
| 2012 | +25.19% | +57.93% |
| 2011 | +9.04% | N/A |
| 2010 | +14.92% | N/A |
| 2009 | +13.46% | N/A |
| 2008 | -11.39% | N/A |
| 2007 | +2.64% | N/A |
| 2006 | +19.37% | N/A |
| 2005 | +22.61% | N/A |
| 2004 | -3.02% | N/A |
| 2003 | +16.69% | N/A |
| 2002 | -19.40% | N/A |
| 2001 | -12.21% | N/A |
| 2000 | +69.04% | N/A |
| 1999 | +7.35% | N/A |
TRV vs PSX Drawdown Comparison
The maximum drawdown for TRV was -55.14%, occurring on Jul 25, 2002. Recovery took 1461 trading sessions.
The maximum drawdown for PSX was -64.21%, occurring on Mar 23, 2020. Recovery took 647 trading sessions.
The current PSX drawdown is -8.19%.
| Rank | TRV | PSX |
|---|---|---|
| #1 | -55.14% Dec 8, 2000 - Oct 4, 2006 | -64.21% Nov 8, 2019 - Jun 6, 2022 |
| #2 | -46.25% Jul 15, 2019 - Feb 23, 2021 | -44.36% Apr 3, 2024 - Mar 4, 2026 |
| #3 | -44.32% May 11, 2007 - Nov 9, 2009 | -35.39% Jul 31, 2018 - Oct 29, 2019 |
| #4 | -39.21% Nov 5, 1999 - Apr 28, 2000 | -32.01% Sep 5, 2014 - Oct 29, 2015 |
| #5 | -25.84% May 3, 2011 - Apr 20, 2012 | -32.01% Jun 8, 2022 - Nov 11, 2022 |
| #6 | -23.15% Feb 1, 2018 - May 14, 2019 | -21.12% Nov 24, 2015 - Sep 18, 2017 |
| #7 | -18.90% Mar 25, 2022 - Nov 22, 2022 | -20.68% Apr 13, 2012 - Jul 18, 2012 |
| #8 | -17.15% Jan 13, 2023 - Dec 29, 2023 | -20.10% Mar 28, 2013 - Nov 27, 2013 |
| #9 | -12.76% Jun 2, 2000 - Jul 25, 2000 | -17.37% Nov 22, 2022 - Jul 28, 2023 |
| #10 | -12.65% Sep 28, 2000 - Oct 30, 2000 | -17.28% Mar 27, 2026 - Apr 20, 2026 |
| #11 | -12.47% Nov 27, 2024 - Mar 17, 2025 | -15.56% Jan 23, 2018 - Apr 16, 2018 |
| #12 | -12.34% Mar 29, 2010 - Oct 18, 2010 | -12.14% Sep 12, 2023 - Nov 30, 2023 |
| #13 | -12.14% Apr 5, 2024 - Sep 4, 2024 | -9.55% Jan 9, 2014 - Mar 6, 2014 |
| #14 | -11.84% Mar 20, 2015 - Oct 20, 2015 | -9.39% Nov 6, 2012 - Nov 27, 2012 |
| #15 | -11.81% Mar 17, 2025 - May 2, 2025 | -9.30% May 21, 2018 - Jul 30, 2018 |
Correlation
Correlation between TRV and PSX is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
TRV vs PSX dividend yield comparison.
| Year | TRV | PSX |
|---|---|---|
| 2026 | 0.72% | 1.48% |
| 2025 | 1.50% | 3.68% |
| 2024 | 1.72% | 3.95% |
| 2023 | 2.06% | 3.15% |
| 2022 | 1.96% | 3.68% |
| 2021 | 2.23% | 5.00% |
| 2020 | 2.40% | 5.15% |
| 2019 | 2.36% | 3.14% |
| 2018 | 2.53% | 3.60% |
| 2017 | 2.09% | 2.70% |
| 2016 | 2.14% | 2.84% |
| 2015 | 2.11% | 2.67% |
| 2014 | 2.03% | 2.64% |
| 2013 | 2.16% | 1.72% |
| 2012 | 2.49% | 0.85% |
| 2011 | 2.69% | 0.00% |
| 2010 | 2.53% | 0.00% |
| 2009 | 2.47% | 0.00% |
| 2008 | 2.63% | 0.00% |
| 2007 | 2.10% | 0.00% |
| 2006 | 1.88% | 0.00% |
| 2005 | 2.04% | 0.00% |
| 2004 | 3.70% | 0.00% |
| 2003 | 2.93% | 0.00% |
| 2002 | 3.41% | 0.00% |
| 2001 | 2.55% | 0.00% |
| 2000 | 1.99% | 0.00% |
| 1999 | 0.77% | 0.00% |
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