Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PHM (PulteGroup, Inc.) | 5.38% | 1.14% | 38.72% | 28.83% | 20.13% | 20.19% | 5.66% | 15.87% |
Data as of 07/11/2025, AR inception is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHM (PulteGroup, Inc.) | 03/17/1980 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 5.67 | 1.14 | 38.72 | 28.83 | 20.13 | 20.19 | 5.66 | 15.87 | 5.38 | 6.22 | 128.76 | -19.22 | 34.04 | 12.65 | 51.33 | -20.76 | 83.41 | 5.12 | -15.54 | 6.57 | 13.15 | 187.80 | -16.09 | -24.80 | -8.51 | 5.06 | -67.88 | -15.43 | 23.78 | 36.77 | 96.18 | 7.51 | 6.36 | 88.69 | -19.10 | 33.03 | 35.98 | -8.55 | 46.20 | -36.55 | 20.33 | 28.19 | 150.67 | -15.73 | 0.00 | 32.84 | -30.93 | -11.82 | -25.68 | -25.25 | 27.74 | 408.20 | 18.45 | 116.84 |
| Sharpe Ratio | NA | -0.06 | 1.07 | 0.73 | 0.52 | NA | NA | 0.29 | 0.21 | 0.08 | 4.25 | -0.47 | 1.02 | 0.19 | 1.99 | -0.72 | 4.61 | 0.17 | -0.50 | 0.28 | 0.33 | 3.64 | -0.27 | -0.59 | -0.13 | 0.04 | -1.40 | -0.50 | 0.59 | 0.95 | 2.86 | 0.14 | 0.08 | 1.77 | -0.47 | 0.68 | 1.14 | -0.44 | 1.36 | -1.23 | 0.50 | 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 |
| Standard Deviation(%) | NA | 33.98 | 33.16 | 35.51 | 36.35 | NA | NA | 44.44 | 35.99 | 30.80 | 29.78 | 43.91 | 33.42 | 66.48 | 25.09 | 30.76 | 18.06 | 28.08 | 31.27 | 23.52 | 39.88 | 52.18 | 59.37 | 42.23 | 64.62 | 96.53 | 51.02 | 37.53 | 36.26 | 37.49 | 33.42 | 45.72 | 51.74 | 47.86 | 47.53 | 43.73 | 28.08 | 27.45 | 30.93 | 32.29 | 36.48 | 44.43 | 49.38 | 48.34 | 46.96 | 44.11 | 48.89 | 47.31 | 37.54 | 48.69 | 48.25 | 46.55 | 43.65 | 55.70 |
| Draw Down(%) | NA | 38.01 | 38.01 | 40.99 | 62.09 | NA | NA | 92.39 | 22.19 | 26.82 | 18.86 | 36.16 | 25.95 | 62.09 | 10.52 | 40.04 | 8.47 | 18.17 | 24.81 | 21.15 | 37.50 | 25.02 | 59.26 | 53.70 | 38.43 | 58.57 | 73.99 | 40.45 | 26.53 | 25.43 | 18.38 | 37.85 | 45.40 | 30.28 | 45.60 | 43.56 | 20.22 | 29.09 | 16.18 | 51.46 | 28.57 | 44.35 | 31.97 | 48.45 | 48.65 | 35.90 | 58.82 | 52.75 | 51.16 | 61.21 | 40.47 | 16.94 | 40.29 | 24.37 |
| Yield(%) | 0.00 | 0.76 | 1.70 | 1.99 | 2.57 | 4.63 | 0.70 | 81.02 | 0.41 | 0.81 | 1.47 | 1.09 | 1.35 | 1.29 | 1.71 | 1.14 | 1.94 | 2.10 | 1.55 | 1.15 | 0.81 | 0.00 | 0.00 | 0.00 | 0.00 | 1.54 | 0.49 | 0.39 | 0.41 | 0.44 | 0.43 | 0.36 | 0.40 | 0.76 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHM (PulteGroup, Inc.) |
-38.38%
Jun 2005 - Jun 2008 |
-33.82%
Sep 2006 - Sep 2011 |
-7.71%
Jan 2006 - Jan 2016 |
-2.43%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHM (PulteGroup, Inc.) |
180.66%
Apr 1980 - Apr 1983 |
61.06%
Apr 1980 - Apr 1985 |
30.42%
Jul 1995 - Jul 2005 |
29.83%
Sep 1990 - Sep 2005 |
Annualized Rolling Returns Comparison Chart