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Performance analysis of PulteGroup (PHM)

Annual Return

Over the past 3 years, PHM has had an average annual return of +20.26%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, PHM has had an average annual return of +17.04%, outperforming the benchmark SPY, which returned +14% annual.

Over the past 10 years, PHM has had an average annual return of +21.61%, outperforming the benchmark SPY, which returned +15.53% annual.

Since Nov 1, 1999, PHM has had an average annual return of +13.41%, outperforming the benchmark SPY, which returned +8.59% annual.

202620252024202320222021202020192018201720162015
+0.65%+8.55%+6.24%+128.78%-19.22%+34.05%+12.65%+51.33%-20.76%+83.41%+5.12%-15.54%
201420132012201120102009200820072006200520042003
+6.57%+13.15%+187.80%-16.09%-24.80%-8.51%+5.06%-67.88%-15.43%+23.78%+36.77%+96.07%
2002200120001999
+7.52%+6.36%+88.71%+9.65%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+6.68%+9.68%-14.10%+4.04%-3.42%-0.35%+0.65%
2025+4.48%-9.23%-0.25%-0.21%-4.44%+7.82%+7.07%+16.91%+0.25%-9.28%+6.11%-7.61%+8.55%
2024+1.30%+3.65%+11.50%-7.63%+5.30%-5.99%+19.89%-0.27%+9.18%-9.75%+4.43%-19.34%+6.24%
2023+24.95%-3.90%+6.91%+15.22%-1.59%+17.81%+8.64%-2.76%-9.57%-0.62%+20.15%+16.97%+128.78%
2022-7.82%-5.75%-15.34%-0.33%+8.38%-12.14%+10.07%-6.79%-7.42%+6.64%+11.98%+2.03%-19.22%
2021+0.88%+3.70%+16.59%+12.74%-2.25%-5.33%+0.55%-1.84%-14.50%+4.70%+4.06%+14.57%+34.05%
2020+15.08%-9.97%-44.26%+26.66%+20.16%+0.54%+28.12%+2.27%+4.09%-11.95%+7.04%-0.84%+12.65%
2019+7%-2.91%+3.98%+12.52%-1.46%+2.34%-0.35%+7.27%+8.47%+7.36%+1.04%-1.85%+51.33%
2018-4.27%-11.81%+5.39%+2.95%-0.36%-4.68%-0.90%-1.90%-11.08%-0.81%+7.94%-1.58%-20.76%
2017+17.03%+2.51%+7.22%-3.74%+0%+8.62%-0.45%+5.73%+6.21%+10.61%+12.90%-2.32%+83.41%

Drawdown analysis of PulteGroup (PHM)

The maximum drawdown for the PHM was -92.39%, occurring on Oct 3, 2011. Recovery took 2087 trading sessions.

The current PHM drawdown is -20.02%.

Since Nov 1, 1999 PHM has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 4 times
  • 30% or more: 7 times
  • 20% or more: 10 times
  • 10% or more: 21 times
DepthStartTo BottomBottomTo RecoverEndTotal
-92.39%Jul 28, 20051557Oct 3, 20112087Jan 21, 20203644
-62.09%Feb 11, 202028Mar 23, 2020106Aug 21, 2020134
-45.40%Apr 27, 200198Sep 21, 2001107Feb 26, 2002205
-40.98%May 10, 2021280Jun 17, 2022208Apr 18, 2023488
-38.01%Oct 18, 2024116Apr 8, 2025OngoingOngoingOngoing
-37.85%Jun 24, 200275Oct 9, 2002144May 7, 2003219
-31.64%Nov 16, 199977Mar 8, 200048May 16, 2000125
-25.43%Sep 21, 200423Oct 22, 200437Dec 15, 200460
-25.27%Dec 5, 200069Mar 16, 200126Apr 24, 200195
-20.93%Mar 5, 200445May 10, 200467Aug 16, 2004112
-19.11%Oct 9, 200010Oct 23, 20009Nov 3, 200019
-18.85%Aug 8, 202352Oct 20, 202317Nov 14, 202369
-18.38%Jun 16, 200324Jul 21, 200352Oct 2, 200376
-17.87%Oct 12, 202020Nov 9, 202063Feb 10, 202183
-15.44%Mar 4, 200220Apr 2, 200221May 1, 200241
-15.00%Mar 4, 200532Apr 20, 200539Jun 15, 200571
-14.69%May 15, 202434Jul 5, 20247Jul 16, 202441
-13.34%Dec 1, 20037Dec 10, 200352Feb 26, 200459
-12.59%Mar 28, 202415Apr 19, 202418May 15, 202433
-11.57%Feb 11, 202114Mar 4, 20217Mar 15, 202121
-10.28%Jun 2, 200035Jul 24, 20008Aug 3, 200043
-9.91%Jul 30, 20246Aug 7, 202412Aug 23, 202418
-9.30%Aug 24, 202010Sep 8, 202018Oct 2, 202028
-9.18%Nov 27, 20005Dec 4, 20001Dec 5, 20006
-8.76%Sep 12, 20004Sep 18, 200015Oct 9, 200019