PHINIA Inc. (PHIN) Stock Total Returns
Growth of $10,000 chart
2023-06-28 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$19,997
Total Return
99.97%
CAGR
28.13%
Dividends
$801.20
Yield on Cost
8.01%
Rolling Returns
1-Month (21 Trading Days)
| Average | +3.27% |
| Median | +3.19% |
| Best | +26.58% |
| Worst | -26.11% |
| % of Windows Positive | 60.7% |
1-Year (252 Trading Days)
| Average | +43.33% |
| Median | +38.99% |
| Best | +125.79% |
| Worst | -5.57% |
| % of Windows Positive | 96.2% |
3-Year (756 Trading Days)
Risk Metrics
| Maximum Drawdown | -34.81% |
| Average Drawdown | -12.62% |
| Drawdown Duration | 177 Trading Days |
| Sortino Ratio | 1.20 |
| Calmar Ratio | 0.81 |
| CVaR (5%) | -5.68% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +12.23% (+49.98% ann.) | +$1223.45 | $47.85 | $9.57 | $0.08 |
| 2025 | +32.39% | +$3238.89 | $225.72 | $45.15 | $0.36 |
| 2024 | +61.90% | +$6189.82 | $332.65 | $66.53 | $0.53 |
| 2023 partial | -16.87% (-30.71% ann.) | $1687.38 | $135.65 | $27.13 | $0.22 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Disinflation rebound / AI-led narrow bull / higher-for-longer partial | June 28, 2023 – September 17, 2024 | +33.80% | +26.86% | +$3379.88 | $342.57 | $68.51 | $0.55 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +50.23% | +29.62% | +$5023.49 | $344.57 | $68.92 | $0.55 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2023-09-11 | $0.2500 | 0.90% |
| 2023-11-30 | $0.2500 | 0.96% |
| 2024-02-23 | $0.2500 | 0.72% |
| 2024-05-23 | $0.2500 | 0.56% |
| 2024-08-23 | $0.2500 | 0.53% |
| 2024-11-25 | $0.2500 | 0.45% |
| 2025-02-28 | $0.2700 | 0.55% |
| 2025-06-02 | $0.2700 | 0.62% |
| 2025-08-22 | $0.2700 | 0.48% |
| 2025-11-24 | $0.2700 | 0.51% |
| 2026-03-06 | $0.3000 | 0.43% |
| Total | 11 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2023-06-28 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2023-09-11 | $67.57 | $13.51 | $0.11 | 2.0326 |
| 2023-11-30 | $68.08 | $13.62 | $0.11 | 2.1314 |
| 2024-02-23 | $68.61 | $13.72 | $0.11 | 1.5655 |
| 2024-05-23 | $69.00 | $13.80 | $0.11 | 1.2540 |
| 2024-08-23 | $69.31 | $13.86 | $0.11 | 1.1455 |
| 2024-11-25 | $69.60 | $13.92 | $0.11 | 0.9858 |
| 2025-02-28 | $75.43 | $15.09 | $0.12 | 1.2214 |
| 2025-06-02 | $75.76 | $15.15 | $0.12 | 1.4199 |
| 2025-08-22 | $76.15 | $15.23 | $0.12 | 1.0435 |
| 2025-11-24 | $76.43 | $15.29 | $0.12 | 1.1359 |
| 2026-03-06 | $85.26 | $17.05 | $0.14 | 1.0127 |
| Total | $801.20 | $160.24 | $1.28 | 14.9484 |
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.