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PHM: PulteGroup, Inc. (STOCK)
Basic Info 115.18 1.41(1.24%) July 10
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/17/1980 |
| Last Dividend Date: | 06/17/2025 |
| 12-Mo. Yield | 0.82% |
| Expenses | - |
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Performance Analytics (As of 07/10/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/17/1980 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.4 | 6.2 | 10.8 | 39.9 | 28.9 | 20.3 | 20.1 | 5.8 | 15.8 | 6.2 | 128.8 | -19.2 | 34.0 | 12.6 | 51.3 | -20.8 | 83.4 | 5.1 | -15.5 | 6.6 | 13.1 | 187.8 | -16.1 | -24.8 | -8.5 | 5.1 | -67.9 | -15.4 | 23.8 | 36.8 | 96.2 | 7.5 | 6.4 | 88.7 | -19.1 | 33.0 | 36.0 | -8.6 | 46.2 | -36.6 | 20.3 | 28.2 | 150.7 | -15.7 | -0.0 | 32.8 | -30.9 | -11.8 | -25.7 | -25.3 | 27.7 | 408.2 | 18.4 | 116.8 |
| Sharpe Ratio | NA | -0.04 | 0.05 | 1.06 | 0.74 | 0.5 | NA | NA | 0.29 | 0.08 | 4.25 | -0.47 | 1.02 | 0.19 | 1.99 | -0.72 | 4.61 | 0.17 | -0.5 | 0.28 | 0.33 | 3.64 | -0.27 | -0.59 | -0.13 | 0.04 | -1.4 | -0.5 | 0.59 | 0.95 | 2.86 | 0.14 | 0.08 | 1.77 | -0.47 | 0.68 | 1.14 | -0.44 | 1.36 | -1.23 | 0.5 | 0.57 | 2.95 | -0.44 | -0.13 | 0.63 | -0.72 | -0.34 | -0.83 | -0.66 | 0.44 | 8.53 | 0.18 | 2.82 |
| Draw Down(%) | NA | 22.2 | 38.0 | 38.0 | 41.0 | 62.1 | NA | NA | 92.4 | 26.8 | 18.9 | 36.2 | 25.9 | 62.1 | 10.5 | 40.0 | 8.5 | 18.2 | 24.8 | 21.1 | 37.5 | 25.0 | 59.3 | 53.7 | 38.4 | 58.6 | 74.0 | 40.5 | 26.5 | 25.4 | 18.4 | 37.9 | 45.4 | 30.3 | 45.6 | 43.6 | 20.2 | 29.1 | 16.2 | 51.5 | 28.6 | 44.4 | 32.0 | 48.5 | 48.6 | 35.9 | 58.8 | 52.7 | 51.2 | 61.2 | 40.5 | 16.9 | 40.3 | 24.4 |
| Standard Deviation(%) | NA | 36.1 | 34.3 | 33.1 | 35.6 | 36.3 | NA | NA | 44.4 | 30.8 | 29.8 | 43.9 | 33.4 | 66.5 | 25.1 | 30.8 | 18.1 | 28.1 | 31.3 | 23.5 | 39.9 | 52.2 | 59.4 | 42.2 | 64.6 | 96.5 | 51.0 | 37.5 | 36.3 | 37.5 | 33.4 | 45.7 | 51.7 | 47.9 | 47.5 | 43.7 | 28.1 | 27.4 | 30.9 | 32.3 | 36.5 | 44.4 | 49.4 | 48.3 | 47.0 | 44.1 | 48.9 | 47.3 | 37.5 | 48.7 | 48.3 | 46.5 | 43.6 | 55.7 |
| Treynor Ratio | NA | -0.02 | 0.02 | 0.34 | 0.24 | 0.16 | NA | NA | 0.1 | 0.03 | 1.06 | -0.16 | 0.25 | 0.1 | 0.94 | -0.28 | 0.81 | 0.04 | -0.13 | 0.06 | 0.07 | 0.85 | -0.09 | -0.16 | -0.05 | 0.03 | -0.38 | -0.09 | 0.1 | 0.25 | 0.81 | 0.06 | 0.03 | 0.9 | -0.33 | 0.28 | 0.33 | -0.11 | 0.31 | -0.3 | 0.1 | 0.36 | 1.36 | -0.14 | -0.03 | 0.21 | -0.48 | -0.12 | -0.35 | -0.18 | 0.19 | 3.82 | 0.09 | 1.47 |
| Alpha | NA | -0.02 | -0.01 | 0.07 | 0.05 | 0.03 | NA | NA | 0.04 | -0.05 | 0.24 | 0.04 | 0.0 | 0.02 | 0.12 | -0.06 | 0.17 | -0.03 | -0.06 | -0.02 | -0.14 | 0.34 | -0.03 | -0.17 | -0.13 | 0.43 | -0.44 | -0.15 | 0.08 | 0.09 | 0.17 | 0.16 | 0.13 | 0.32 | -0.1 | 0.04 | 0.02 | -0.11 | 0.0 | -0.16 | 0.04 | 0.11 | 0.29 | 0.0 | -0.12 | 0.08 | -0.13 | -0.05 | -0.17 | -0.08 | 0.07 | 0.61 | 0.12 | 0.29 |
| Beta | NA | 0.73 | 0.72 | 1.03 | 1.11 | 1.15 | NA | NA | 1.25 | 0.97 | 1.19 | 1.31 | 1.37 | 1.3 | 0.53 | 0.79 | 1.03 | 1.28 | 1.17 | 1.13 | 1.97 | 2.24 | 1.82 | 1.56 | 1.63 | 1.48 | 1.89 | 2.03 | 2.17 | 1.45 | 1.18 | 1.04 | 1.15 | 0.94 | 0.68 | 1.05 | 0.96 | 1.15 | 1.34 | 1.31 | 1.73 | 0.7 | 1.07 | 1.48 | 1.71 | 1.35 | 0.73 | 1.34 | 0.89 | 1.76 | 1.15 | 1.04 | 0.84 | 1.07 |
| RSquared | NA | 0.24 | 0.17 | 0.29 | 0.3 | 0.34 | NA | NA | 0.25 | 0.16 | 0.27 | 0.52 | 0.29 | 0.46 | 0.07 | 0.19 | 0.14 | 0.36 | 0.34 | 0.3 | 0.3 | 0.29 | 0.51 | 0.44 | 0.46 | 0.39 | 0.36 | 0.29 | 0.38 | 0.18 | 0.36 | 0.35 | 0.23 | 0.18 | 0.07 | 0.24 | 0.39 | 0.24 | 0.11 | 0.16 | 0.17 | 0.02 | 0.1 | 0.24 | 0.23 | 0.27 | 0.23 | 0.21 | 0.08 | 0.21 | 0.1 | 0.16 | 0.08 | 0.09 |
| Yield(%) | N/A | 0.4 | 0.8 | 1.7 | 1.9 | 2.6 | 4.6 | 0.7 | N/A | 0.8 | 1.5 | 1.1 | 1.4 | 1.3 | 1.7 | 1.1 | 1.9 | 2.1 | 1.6 | 1.1 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 1.5 | 0.5 | 0.4 | 0.4 | 0.4 | 0.4 | 0.4 | 0.4 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -46.3 | 13.2 | 40.6 | 72.4 | 385.5 | 564.4 | 1881.5 | N/A | 20.6 | 11.5 | 7.0 | 14.0 | 11.1 | 18.4 | 5.6 | 0.0 | 9.1 | 43.5 | 53.3 | N/A | N/A | N/A | N/A | -100.0 | 0.0 | 0.0 | 23.1 | 30.0 | 81.8 | 37.5 | 0.0 | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/1980
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Related 401K Plans
| 1. PULTE HOMES, INC. 401(K) PLAN | (0%) |
| 2. PULTEGROUP INC. 401K PLAN | (0%) |
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