Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PULTE HOMES, INC. 401(K) PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 3.77% | 6.07% | 4.81% | 5.82% | NA | NA | 6.35% |
Data as of 10/30/2015, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PULTE HOMES, INC. 401(K) PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 12/31/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.02 | 3.77 | 6.07 | 4.81 | 5.82 | NA | NA | 6.35 | 0.86 | 1.87 | 13.08 | 4.41 | -0.32 | 4.08 | 14.38 | -5.49 | 9.32 | 12.23 | 6.20 | 10.43 | 15.36 | 2.09 | 1.40 |
| Sharpe Ratio | NA | 0.10 | 0.73 | 0.53 | 0.59 | NA | NA | 0.70 | 0.10 | 0.28 | 2.28 | 0.83 | -0.04 | 0.42 | 1.55 | -1.29 | 0.72 | 1.24 | 0.68 | 1.31 | 2.76 | 0.34 | -0.24 |
| Standard Deviation(%) | NA | 8.34 | 6.96 | 7.18 | 7.64 | NA | NA | 6.94 | 8.34 | 6.57 | 5.72 | 5.22 | 9.24 | 9.43 | 9.22 | 4.96 | 8.70 | 7.18 | 5.91 | 7.24 | 5.31 | 2.89 | 3.83 |
| Draw Down(%) | NA | 7.86 | 7.86 | 10.08 | 10.72 | NA | NA | 10.72 | 7.86 | 5.14 | 4.97 | 4.97 | 10.08 | 8.59 | 4.98 | 8.09 | 6.04 | 8.51 | 4.49 | 6.67 | 3.02 | 3.62 | 4.41 |
| Yield(%) | NA | 3.48 | 2.83 | 2.65 | 2.98 | NA | NA | 3.06 | 3.49 | 2.94 | 2.07 | 2.76 | 1.89 | 2.36 | 3.52 | 1.87 | 4.46 | 4.41 | 3.26 | 3.30 | 3.08 | 2.39 | 4.05 |
Data as of 10/30/2015, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PULTE HOMES, INC. 401(K) PLAN Strategic Asset Allocation - Equal Weight Moderate |
1.98%
Oct 2007 - Oct 2010 |
2.35%
Oct 2007 - Oct 2012 |
5.20%
Sep 2005 - Sep 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PULTE HOMES, INC. 401(K) PLAN Strategic Asset Allocation - Equal Weight Moderate |
12.70%
Apr 2003 - Apr 2006 |
11.51%
Oct 2002 - Oct 2007 |
7.56%
Apr 2001 - Apr 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart