Phillips Edison & Company, Inc. (PECO) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$61,282
Total Return
512.82%
CAGR
43.71%
Dividends
$8,341.85
Yield on Cost
83.42%
Rolling Returns
1-Month (21 Trading Days)
| Average | +6.12% |
| Median | +0.89% |
| Best | +379.49% |
| Worst | -16.61% |
| % of Windows Positive | 57.5% |
1-Year (252 Trading Days)
| Average | +16.26% |
| Median | +7.43% |
| Best | +483.13% |
| Worst | -16.51% |
| % of Windows Positive | 75.0% |
3-Year (756 Trading Days)
| Average | +43.44% |
| Median | +24.54% |
| Best | +501.72% |
| Worst | +4.62% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -66.39% |
| Average Drawdown | -6.85% |
| Drawdown Duration | 7 Trading Days |
| Sortino Ratio | 2.78 |
| Calmar Ratio | 0.66 |
| CVaR (5%) | -4.36% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +10.84% (+27.64% ann.) | +$1083.77 | $152.52 | $30.50 | $0.24 |
| 2025 | -2.29% | $229.05 | $339.69 | $67.94 | $0.55 |
| 2024 | +5.50% | +$549.55 | $332.05 | $66.41 | $0.53 |
| 2023 | +17.72% | +$1772.02 | $361.35 | $72.27 | $0.58 |
| 2022 | -1.00% | $100.16 | $334.58 | $66.92 | $0.54 |
| 2021 partial | +481.12% (+700.56% ann.) | +$48112.01 | $768.75 | $153.76 | $1.23 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Reopening reflation / fiscal boom / supply bottlenecks partial | February 25, 2021 – November 29, 2021 | +465.56% | +882.23% | +$46556.13 | $610.82 | $122.17 | $0.98 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -2.21% | -2.35% | $221.25 | $321.06 | $64.21 | $0.51 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +27.98% | +14.24% | +$2797.91 | $715.11 | $143.02 | $1.14 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | +6.16% | +3.57% | +$616.22 | $559.60 | $111.92 | $0.90 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2021-08-13 | $0.0850 | 0.28% |
| 2021-09-14 | $0.0850 | 0.29% |
| 2021-10-14 | $0.0900 | 0.28% |
| 2021-11-12 | $0.0900 | 0.26% |
| 2021-12-14 | $0.0900 | 0.29% |
| 2022-01-18 | $0.0900 | 0.27% |
| 2022-02-14 | $0.0900 | 0.28% |
| 2022-03-14 | $0.0900 | 0.27% |
| 2022-04-13 | $0.0900 | 0.26% |
| 2022-05-13 | $0.0900 | 0.28% |
| 2022-06-14 | $0.0900 | 0.28% |
| 2022-07-14 | $0.0900 | 0.26% |
| 2022-08-12 | $0.0900 | 0.27% |
| 2022-09-15 | $0.0930 | 0.29% |
| 2022-10-14 | $0.0930 | 0.32% |
| 2022-11-14 | $0.0930 | 0.30% |
| 2022-12-14 | $0.0930 | 0.28% |
| 2023-01-13 | $0.0930 | 0.28% |
| 2023-02-17 | $0.0930 | 0.27% |
| 2023-03-14 | $0.0930 | 0.29% |
| 2023-04-14 | $0.0930 | 0.30% |
| 2023-05-18 | $0.0930 | 0.32% |
| 2023-06-14 | $0.0930 | 0.28% |
| 2023-07-14 | $0.0930 | 0.27% |
| 2023-08-17 | $0.0930 | 0.27% |
| 2023-09-14 | $0.0980 | 0.28% |
| 2023-10-13 | $0.0980 | 0.29% |
| 2023-11-16 | $0.0980 | 0.28% |
| 2023-12-14 | $0.0980 | 0.27% |
| 2024-01-12 | $0.0980 | 0.28% |
| 2024-02-14 | $0.0980 | 0.28% |
| 2024-03-14 | $0.0980 | 0.27% |
| 2024-04-12 | $0.0980 | 0.30% |
| 2024-05-14 | $0.0980 | 0.30% |
| 2024-06-17 | $0.0980 | 0.30% |
| 2024-07-15 | $0.0980 | 0.29% |
| 2024-08-15 | $0.0980 | 0.28% |
| 2024-09-16 | $0.1030 | 0.26% |
| 2024-10-15 | $0.1030 | 0.28% |
| 2024-11-15 | $0.1030 | 0.27% |
| 2024-12-16 | $0.1030 | 0.26% |
| 2025-01-15 | $0.1030 | 0.29% |
| 2025-02-18 | $0.1030 | 0.28% |
| 2025-03-17 | $0.1030 | 0.30% |
| 2025-04-15 | $0.1030 | 0.29% |
| 2025-05-16 | $0.1030 | 0.29% |
| 2025-06-16 | $0.1030 | 0.29% |
| 2025-07-15 | $0.1030 | 0.30% |
| 2025-08-15 | $0.1030 | 0.30% |
| 2025-09-15 | $0.1080 | 0.30% |
| 2025-10-15 | $0.1080 | 0.32% |
| 2025-11-17 | $0.1080 | 0.31% |
| 2025-12-15 | $0.1080 | 0.31% |
| 2026-01-15 | $0.1080 | 0.31% |
| 2026-02-17 | $0.1080 | 0.28% |
| 2026-03-16 | $0.1080 | 0.28% |
| 2026-04-15 | $0.1080 | 0.28% |
| 2026-05-15 | $0.1080 | 0.27% |
| Total | 58 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-08-13 | $117.08 | $23.42 | $0.19 | 3.1014 |
| 2021-09-14 | $117.34 | $23.47 | $0.19 | 3.1801 |
| 2021-10-14 | $124.54 | $24.91 | $0.20 | 3.1296 |
| 2021-11-12 | $124.81 | $24.96 | $0.20 | 2.9729 |
| 2021-12-14 | $125.08 | $25.02 | $0.20 | 3.2246 |
| 2022-01-18 | $125.38 | $25.08 | $0.20 | 3.1280 |
| 2022-02-14 | $125.65 | $25.13 | $0.20 | 3.2011 |
| 2022-03-14 | $125.94 | $25.19 | $0.20 | 3.0470 |
| 2022-04-13 | $126.21 | $25.24 | $0.20 | 2.9091 |
| 2022-05-13 | $126.48 | $25.30 | $0.21 | 3.0062 |
| 2022-06-14 | $126.75 | $25.35 | $0.21 | 3.1614 |
| 2022-07-14 | $127.03 | $25.41 | $0.21 | 2.9751 |
| 2022-08-12 | $127.30 | $25.46 | $0.21 | 2.9485 |
| 2022-09-15 | $131.81 | $26.37 | $0.21 | 3.3033 |
| 2022-10-14 | $132.12 | $26.42 | $0.21 | 3.7328 |
| 2022-11-14 | $132.47 | $26.49 | $0.21 | 3.4228 |
| 2022-12-14 | $132.79 | $26.56 | $0.21 | 3.1867 |
| 2023-01-13 | $133.09 | $26.62 | $0.21 | 3.1521 |
| 2023-02-17 | $133.38 | $26.67 | $0.21 | 3.1101 |
| 2023-03-14 | $133.67 | $26.73 | $0.21 | 3.3529 |
| 2023-04-14 | $133.98 | $26.79 | $0.21 | 3.4451 |
| 2023-05-18 | $134.30 | $26.86 | $0.21 | 3.6873 |
| 2023-06-14 | $134.64 | $26.93 | $0.21 | 3.1975 |
| 2023-07-14 | $134.94 | $26.99 | $0.21 | 3.2228 |
| 2023-08-17 | $135.24 | $27.05 | $0.21 | 3.1600 |
| 2023-09-14 | $142.82 | $28.57 | $0.23 | 3.2459 |
| 2023-10-13 | $143.14 | $28.63 | $0.23 | 3.3553 |
| 2023-11-16 | $143.47 | $28.69 | $0.23 | 3.3001 |
| 2023-12-14 | $143.79 | $28.76 | $0.23 | 3.0820 |
| 2024-01-12 | $144.09 | $28.82 | $0.23 | 3.2307 |
| 2024-02-14 | $144.41 | $28.88 | $0.23 | 3.3615 |
| 2024-03-14 | $144.74 | $28.95 | $0.23 | 3.2718 |
| 2024-04-12 | $145.06 | $29.01 | $0.23 | 3.5171 |
| 2024-05-14 | $145.41 | $29.08 | $0.23 | 3.5666 |
| 2024-06-17 | $145.75 | $29.15 | $0.23 | 3.6491 |
| 2024-07-15 | $146.11 | $29.23 | $0.24 | 3.4504 |
| 2024-08-15 | $146.45 | $29.29 | $0.24 | 3.3436 |
| 2024-09-16 | $154.27 | $30.86 | $0.25 | 3.1687 |
| 2024-10-15 | $154.59 | $30.92 | $0.25 | 3.3368 |
| 2024-11-15 | $154.94 | $30.99 | $0.25 | 3.1710 |
| 2024-12-16 | $155.27 | $31.05 | $0.25 | 3.1559 |
| 2025-01-15 | $155.59 | $31.12 | $0.25 | 3.5032 |
| 2025-02-18 | $155.95 | $31.19 | $0.25 | 3.4424 |
| 2025-03-17 | $156.30 | $31.26 | $0.25 | 3.5523 |
| 2025-04-15 | $156.67 | $31.33 | $0.25 | 3.5375 |
| 2025-05-16 | $157.03 | $31.40 | $0.25 | 3.4558 |
| 2025-06-16 | $157.39 | $31.47 | $0.25 | 3.5750 |
| 2025-07-15 | $157.76 | $31.55 | $0.25 | 3.7002 |
| 2025-08-15 | $158.14 | $31.62 | $0.25 | 3.7322 |
| 2025-09-15 | $166.22 | $33.24 | $0.27 | 3.7362 |
| 2025-10-15 | $166.62 | $33.33 | $0.27 | 3.9405 |
| 2025-11-17 | $167.05 | $33.41 | $0.27 | 3.8918 |
| 2025-12-15 | $167.47 | $33.49 | $0.27 | 3.7590 |
| 2026-01-15 | $167.87 | $33.57 | $0.27 | 3.8012 |
| 2026-02-17 | $168.29 | $33.66 | $0.27 | 3.5008 |
| 2026-03-16 | $168.67 | $33.73 | $0.27 | 3.5224 |
| 2026-04-15 | $169.05 | $33.81 | $0.27 | 3.4767 |
| 2026-05-15 | $169.42 | $33.88 | $0.27 | 3.4427 |
| Total | $8341.85 | $1668.39 | $13.35 | 194.7347 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.