Phillips Edison & Company, Inc. (PECO) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$71,882
Total Return
618.82%
CAGR
48.37%
Dividends
$9,631.79
Yield on Cost
96.32%
Rolling Returns
1-Month (21 Trading Days)
| Average | +6.15% |
| Median | +0.86% |
| Best | +379.49% |
| Worst | -16.61% |
| % of Windows Positive | 57.3% |
1-Year (252 Trading Days)
| Average | +28.80% |
| Median | +7.43% |
| Best | +496.91% |
| Worst | -16.51% |
| % of Windows Positive | 75.0% |
3-Year (756 Trading Days)
| Average | +67.29% |
| Median | +24.54% |
| Best | +501.72% |
| Worst | +4.62% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -66.39% |
| Average Drawdown | -6.84% |
| Drawdown Duration | 7 Trading Days |
| Sortino Ratio | 2.88 |
| Calmar Ratio | 0.73 |
| CVaR (5%) | -4.36% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +10.31% (+38.12% ann.) | +$1031.12 | $121.88 | $24.38 | $0.19 |
| 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 – April 21, 2026 | +5.66% | +3.53% | +$565.80 | $530.25 | $106.05 | $0.85 |
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% |
| Total | 57 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-08-13 | $137.99 | $27.60 | $0.22 | 3.6552 |
| 2021-09-14 | $138.30 | $27.66 | $0.22 | 3.7480 |
| 2021-10-14 | $146.77 | $29.36 | $0.23 | 3.6884 |
| 2021-11-12 | $147.10 | $29.42 | $0.23 | 3.5038 |
| 2021-12-14 | $147.42 | $29.49 | $0.23 | 3.8004 |
| 2022-01-18 | $147.76 | $29.55 | $0.23 | 3.6866 |
| 2022-02-14 | $148.09 | $29.62 | $0.23 | 3.7727 |
| 2022-03-14 | $148.43 | $29.68 | $0.23 | 3.5911 |
| 2022-04-13 | $148.75 | $29.75 | $0.23 | 3.4286 |
| 2022-05-13 | $149.06 | $29.81 | $0.24 | 3.5431 |
| 2022-06-14 | $149.38 | $29.88 | $0.24 | 3.7259 |
| 2022-07-14 | $149.71 | $29.94 | $0.24 | 3.5064 |
| 2022-08-12 | $150.03 | $30.01 | $0.24 | 3.4751 |
| 2022-09-15 | $155.35 | $31.07 | $0.25 | 3.8932 |
| 2022-10-14 | $155.72 | $31.14 | $0.25 | 4.3994 |
| 2022-11-14 | $156.13 | $31.22 | $0.25 | 4.0341 |
| 2022-12-14 | $156.50 | $31.30 | $0.25 | 3.7557 |
| 2023-01-13 | $156.86 | $31.37 | $0.25 | 3.7149 |
| 2023-02-17 | $157.20 | $31.44 | $0.25 | 3.6655 |
| 2023-03-14 | $157.54 | $31.50 | $0.25 | 3.9516 |
| 2023-04-14 | $157.91 | $31.58 | $0.25 | 4.0603 |
| 2023-05-18 | $158.28 | $31.65 | $0.25 | 4.3457 |
| 2023-06-14 | $158.69 | $31.74 | $0.25 | 3.7685 |
| 2023-07-14 | $159.04 | $31.81 | $0.25 | 3.7983 |
| 2023-08-17 | $159.39 | $31.88 | $0.25 | 3.7243 |
| 2023-09-14 | $168.33 | $33.67 | $0.27 | 3.8256 |
| 2023-10-13 | $168.70 | $33.74 | $0.27 | 3.9545 |
| 2023-11-16 | $169.09 | $33.82 | $0.27 | 3.8894 |
| 2023-12-14 | $169.47 | $33.89 | $0.27 | 3.6323 |
| 2024-01-12 | $169.82 | $33.97 | $0.27 | 3.8076 |
| 2024-02-14 | $170.19 | $34.04 | $0.27 | 3.9617 |
| 2024-03-14 | $170.59 | $34.12 | $0.27 | 3.8561 |
| 2024-04-12 | $170.97 | $34.19 | $0.27 | 4.1451 |
| 2024-05-14 | $171.37 | $34.28 | $0.27 | 4.2035 |
| 2024-06-17 | $171.78 | $34.36 | $0.27 | 4.3008 |
| 2024-07-15 | $172.20 | $34.44 | $0.28 | 4.0665 |
| 2024-08-15 | $172.60 | $34.52 | $0.28 | 3.9407 |
| 2024-09-16 | $181.82 | $36.37 | $0.29 | 3.7345 |
| 2024-10-15 | $182.20 | $36.44 | $0.29 | 3.9326 |
| 2024-11-15 | $182.61 | $36.53 | $0.29 | 3.7373 |
| 2024-12-16 | $182.99 | $36.60 | $0.29 | 3.7194 |
| 2025-01-15 | $183.37 | $36.67 | $0.29 | 4.1287 |
| 2025-02-18 | $183.79 | $36.76 | $0.30 | 4.0571 |
| 2025-03-17 | $184.21 | $36.84 | $0.30 | 4.1867 |
| 2025-04-15 | $184.64 | $36.93 | $0.30 | 4.1692 |
| 2025-05-16 | $185.07 | $37.01 | $0.30 | 4.0729 |
| 2025-06-16 | $185.49 | $37.09 | $0.30 | 4.2134 |
| 2025-07-15 | $185.93 | $37.19 | $0.30 | 4.3610 |
| 2025-08-15 | $186.38 | $37.27 | $0.30 | 4.3986 |
| 2025-09-15 | $195.90 | $39.18 | $0.32 | 4.4034 |
| 2025-10-15 | $196.38 | $39.28 | $0.32 | 4.6442 |
| 2025-11-17 | $196.88 | $39.37 | $0.32 | 4.5868 |
| 2025-12-15 | $197.38 | $39.48 | $0.32 | 4.4302 |
| 2026-01-15 | $197.85 | $39.57 | $0.32 | 4.4800 |
| 2026-02-17 | $198.34 | $39.67 | $0.32 | 4.1259 |
| 2026-03-16 | $198.79 | $39.76 | $0.32 | 4.1514 |
| 2026-04-15 | $199.23 | $39.85 | $0.32 | 4.0975 |
| Total | $9631.79 | $1926.38 | $15.42 | 225.4514 |
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.