PulteGroup, Inc. (PHM) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$21,639
Total Return
116.39%
CAGR
16.70%
Dividends
$675.83
Yield on Cost
6.76%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.73% |
| Median | +1.29% |
| Best | +30.45% |
| Worst | -20.23% |
| % of Windows Positive | 55.0% |
1-Year (252 Trading Days)
| Average | +33.53% |
| Median | +18.22% |
| Best | +131.62% |
| Worst | -31.81% |
| % of Windows Positive | 66.9% |
3-Year (756 Trading Days)
| Average | +153.97% |
| Median | +148.29% |
| Best | +266.70% |
| Worst | +65.34% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -38.06% |
| Average Drawdown | -13.99% |
| Drawdown Duration | 405 Trading Days (Unrecovered) |
| Sortino Ratio | 0.92 |
| Calmar Ratio | 0.44 |
| CVaR (5%) | -4.65% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +0.13% (+0.30% ann.) | +$12.75 | $22.17 | $4.43 | $0.04 |
| 2025 | +8.37% | +$837.38 | $84.70 | $16.94 | $0.14 |
| 2024 | +6.09% | +$608.90 | $79.61 | $15.92 | $0.13 |
| 2023 | +128.36% | +$12836.33 | $149.83 | $29.97 | $0.24 |
| 2022 | -19.45% | $1944.55 | $107.17 | $21.43 | $0.17 |
| 2021 | +33.75% | +$3374.52 | $132.64 | $26.53 | $0.21 |
| 2020 | +12.34% | +$1234.12 | $129.45 | $25.89 | $0.21 |
| 2019 | +50.91% | +$5091.41 | $173.92 | $34.78 | $0.28 |
| 2018 | -20.98% | $2097.84 | $114.73 | $22.95 | $0.18 |
| 2017 | +82.91% | +$8290.54 | $196.76 | $39.35 | $0.31 |
| 2016 | +4.72% | +$472.28 | $203.19 | $40.64 | $0.33 |
| 2015 | -15.83% | $1582.59 | $154.53 | $30.91 | $0.25 |
| 2014 | +6.32% | +$632.42 | $113.30 | $22.66 | $0.18 |
| 2013 | +12.95% | +$1294.93 | $82.80 | $16.56 | $0.13 |
| 2012 | +187.80% | +$18779.71 | $0.00 | $0.00 | $0.00 |
| 2011 | -16.09% | $1609.04 | $0.00 | $0.00 | $0.00 |
| 2010 | -24.80% | $2480.00 | $0.00 | $0.00 | $0.00 |
| 2009 | -8.51% | $850.87 | $0.00 | $0.00 | $0.00 |
| 2008 | +4.79% | +$478.67 | $152.40 | $30.48 | $0.24 |
| 2007 | -67.94% | $6793.60 | $48.40 | $9.68 | $0.08 |
| 2006 | -15.52% | $1551.61 | $40.71 | $8.14 | $0.07 |
| 2005 | +23.70% | +$2369.92 | $40.79 | $8.16 | $0.07 |
| 2004 | +36.67% | +$3667.29 | $42.77 | $8.55 | $0.07 |
| 2003 | +96.05% | +$9605.33 | $46.01 | $9.20 | $0.07 |
| 2002 | +7.44% | +$744.21 | $35.85 | $7.17 | $0.06 |
| 2001 | +6.27% | +$626.58 | $37.98 | $7.60 | $0.06 |
| 2000 | +88.45% | +$8845.10 | $71.28 | $14.26 | $0.11 |
| 1999 | -18.63% | $1863.48 | $57.65 | $11.53 | $0.09 |
| 1998 | +33.64% | +$3363.84 | $71.88 | $14.38 | $0.12 |
| 1997 | +36.72% | +$3672.26 | $78.22 | $15.64 | $0.13 |
| 1996 | -7.90% | $790.13 | $71.57 | $14.31 | $0.11 |
| 1995 | +47.22% | +$4722.10 | $104.65 | $20.93 | $0.17 |
| 1994 | -36.06% | $3606.22 | $66.38 | $13.28 | $0.11 |
| 1993 | +21.01% | +$2100.78 | $79.85 | $15.97 | $0.13 |
| 1992 | +29.16% | +$2916.46 | $102.42 | $20.48 | $0.16 |
| 1991 | +152.23% | +$15223.27 | $128.32 | $25.66 | $0.21 |
| 1990 | -14.73% | $1472.85 | $108.35 | $21.67 | $0.17 |
| 1989 | +0.73% | +$72.54 | $108.16 | $21.63 | $0.17 |
| 1988 | +33.99% | +$3399.06 | $107.82 | $21.56 | $0.17 |
| 1987 | -30.32% | $3032.32 | $99.22 | $19.84 | $0.16 |
| 1986 | -11.25% | $1125.08 | $87.45 | $17.49 | $0.14 |
| 1985 | -25.40% | $2540.24 | $32.46 | $6.49 | $0.05 |
| 1984 | -25.25% | $2525.25 | $0.00 | $0.00 | $0.00 |
| 1983 | +27.74% | +$2774.19 | $0.00 | $0.00 | $0.00 |
| 1982 | +408.20% | +$40819.62 | $0.00 | $0.00 | $0.00 |
| 1981 | +18.45% | +$1844.66 | $0.00 | $0.00 | $0.00 |
| 1980 partial | +116.84% (+165.97% ann.) | +$11684.21 | $0.00 | $0.00 | $0.00 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +24.14% | +4.83% | +$2413.88 | $471.26 | $94.25 | $0.75 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +128.45% | +37.85% | +$12844.82 | $273.38 | $54.68 | $0.44 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +58.15% | +9.61% | +$5814.73 | $601.75 | $120.35 | $0.96 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -46.68% | -35.92% | $4667.68 | $130.95 | $26.19 | $0.21 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +6.82% | +1.97% | +$682.30 | $0.00 | $0.00 | $0.00 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +324.19% | +21.04% | +$32418.63 | $1987.94 | $397.59 | $3.18 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -61.87% | -100.00% | $6186.90 | $25.71 | $5.14 | $0.04 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +100.78% | +206.97% | +$10078.19 | $108.85 | $21.77 | $0.17 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +27.93% | +26.33% | +$2793.24 | $138.30 | $27.66 | $0.22 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -22.06% | -23.25% | $2205.82 | $120.37 | $24.07 | $0.19 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +225.38% | +88.99% | +$22538.35 | $331.43 | $66.29 | $0.53 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -16.06% | -9.75% | $1605.89 | $99.71 | $19.94 | $0.16 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1985-09-09 | $0.0037 | 0.22% |
| 1985-12-09 | $0.0037 | 0.24% |
| 1986-03-10 | $0.0037 | 0.14% |
| 1986-06-11 | $0.0037 | 0.17% |
| 1986-09-11 | $0.0037 | 0.24% |
| 1986-12-09 | $0.0037 | 0.23% |
| 1987-03-10 | $0.0037 | 0.18% |
| 1987-06-08 | $0.0037 | 0.26% |
| 1987-09-04 | $0.0037 | 0.25% |
| 1987-12-14 | $0.0037 | 0.41% |
| 1988-06-06 | $0.0037 | 0.44% |
| 1988-09-12 | $0.0037 | 0.38% |
| 1988-12-12 | $0.0037 | 0.29% |
| 1989-03-13 | $0.0037 | 0.28% |
| 1989-06-12 | $0.0037 | 0.17% |
| 1989-09-11 | $0.0037 | 0.18% |
| 1989-12-11 | $0.0037 | 0.27% |
| 1990-03-12 | $0.0037 | 0.39% |
| 1990-06-11 | $0.0037 | 0.35% |
| 1990-09-10 | $0.0037 | 0.41% |
| 1990-12-10 | $0.0037 | 0.33% |
| 1991-03-11 | $0.0037 | 0.21% |
| 1991-06-10 | $0.0037 | 0.21% |
| 1991-09-09 | $0.0037 | 0.21% |
| 1991-12-09 | $0.0037 | 0.16% |
| 1992-03-23 | $0.0075 | 0.21% |
| 1992-06-15 | $0.0075 | 0.26% |
| 1992-09-14 | $0.0075 | 0.27% |
| 1992-12-14 | $0.0075 | 0.21% |
| 1993-03-15 | $0.0075 | 0.20% |
| 1993-06-14 | $0.0075 | 0.18% |
| 1993-09-13 | $0.0075 | 0.16% |
| 1993-12-13 | $0.0075 | 0.16% |
| 1994-03-14 | $0.0075 | 0.19% |
| 1994-06-13 | $0.0075 | 0.24% |
| 1994-09-12 | $0.0075 | 0.24% |
| 1994-12-12 | $0.0075 | 0.29% |
| 1995-03-13 | $0.0075 | 0.27% |
| 1995-06-14 | $0.0075 | 0.21% |
| 1995-09-13 | $0.0075 | 0.21% |
| 1995-12-13 | $0.0075 | 0.18% |
| 1996-03-27 | $0.0075 | 0.22% |
| 1996-06-12 | $0.0075 | 0.21% |
| 1996-09-11 | $0.0075 | 0.24% |
| 1996-12-11 | $0.0075 | 0.19% |
| 1997-03-25 | $0.0075 | 0.18% |
| 1997-06-11 | $0.0075 | 0.18% |
| 1997-09-10 | $0.0075 | 0.17% |
| 1997-12-10 | $0.0075 | 0.15% |
| 1998-03-10 | $0.0075 | 0.14% |
| 1998-06-10 | $0.0100 | 0.15% |
| 1998-09-09 | $0.0100 | 0.13% |
| 1998-12-09 | $0.0100 | 0.14% |
| 1999-03-09 | $0.0100 | 0.17% |
| 1999-06-09 | $0.0100 | 0.17% |
| 1999-09-08 | $0.0100 | 0.18% |
| 1999-12-08 | $0.0100 | 0.20% |
| 2000-03-15 | $0.0100 | 0.25% |
| 2000-06-14 | $0.0100 | 0.18% |
| 2000-09-20 | $0.0100 | 0.12% |
| 2000-12-20 | $0.0100 | 0.10% |
| 2001-03-16 | $0.0100 | 0.12% |
| 2001-06-13 | $0.0100 | 0.10% |
| 2001-09-19 | $0.0100 | 0.13% |
| 2001-12-19 | $0.0100 | 0.09% |
| 2002-03-14 | $0.0100 | 0.07% |
| 2002-06-12 | $0.0100 | 0.08% |
| 2002-09-19 | $0.0100 | 0.09% |
| 2002-12-19 | $0.0100 | 0.08% |
| 2003-03-14 | $0.0100 | 0.08% |
| 2003-06-11 | $0.0100 | 0.06% |
| 2003-09-25 | $0.0100 | 0.06% |
| 2003-12-18 | $0.0250 | 0.11% |
| 2004-03-12 | $0.0250 | 0.09% |
| 2004-06-15 | $0.0250 | 0.10% |
| 2004-09-23 | $0.0250 | 0.08% |
| 2004-12-20 | $0.0250 | 0.08% |
| 2005-03-18 | $0.0250 | 0.07% |
| 2005-06-21 | $0.0250 | 0.06% |
| 2005-09-22 | $0.0400 | 0.10% |
| 2005-12-21 | $0.0400 | 0.10% |
| 2006-03-10 | $0.0400 | 0.11% |
| 2006-06-15 | $0.0400 | 0.15% |
| 2006-09-21 | $0.0400 | 0.13% |
| 2006-12-18 | $0.0400 | 0.12% |
| 2007-03-09 | $0.0400 | 0.14% |
| 2007-06-14 | $0.0400 | 0.16% |
| 2007-09-21 | $0.0400 | 0.25% |
| 2007-12-17 | $0.0400 | 0.39% |
| 2008-03-14 | $0.0400 | 0.32% |
| 2008-06-17 | $0.0400 | 0.37% |
| 2008-09-22 | $0.0400 | 0.23% |
| 2008-12-18 | $0.0400 | 0.34% |
| 2013-08-01 | $0.0500 | 0.30% |
| 2013-09-20 | $0.0500 | 0.28% |
| 2013-12-17 | $0.0500 | 0.28% |
| 2014-03-07 | $0.0500 | 0.24% |
| 2014-06-17 | $0.0500 | 0.26% |
| 2014-09-18 | $0.0500 | 0.26% |
| 2014-12-11 | $0.0800 | 0.39% |
| 2015-03-10 | $0.0800 | 0.37% |
| 2015-06-09 | $0.0800 | 0.42% |
| 2015-09-18 | $0.0800 | 0.38% |
| 2015-12-11 | $0.0900 | 0.50% |
| 2016-03-08 | $0.0900 | 0.50% |
| 2016-06-07 | $0.0900 | 0.48% |
| 2016-09-16 | $0.0900 | 0.45% |
| 2016-12-16 | $0.0900 | 0.48% |
| 2017-03-08 | $0.0900 | 0.39% |
| 2017-06-06 | $0.0900 | 0.38% |
| 2017-09-18 | $0.0900 | 0.34% |
| 2017-12-11 | $0.0900 | 0.26% |
| 2018-03-15 | $0.0900 | 0.30% |
| 2018-06-06 | $0.0900 | 0.29% |
| 2018-09-17 | $0.0900 | 0.33% |
| 2018-12-17 | $0.1100 | 0.43% |
| 2019-03-14 | $0.1100 | 0.40% |
| 2019-06-13 | $0.1100 | 0.34% |
| 2019-09-17 | $0.1100 | 0.31% |
| 2019-12-17 | $0.1200 | 0.30% |
| 2020-03-12 | $0.1200 | 0.34% |
| 2020-06-11 | $0.1200 | 0.33% |
| 2020-09-18 | $0.1200 | 0.26% |
| 2020-12-15 | $0.1400 | 0.33% |
| 2021-03-11 | $0.1400 | 0.29% |
| 2021-06-10 | $0.1400 | 0.25% |
| 2021-09-17 | $0.1400 | 0.29% |
| 2021-12-14 | $0.1500 | 0.27% |
| 2022-03-14 | $0.1500 | 0.32% |
| 2022-06-09 | $0.1500 | 0.34% |
| 2022-09-21 | $0.1500 | 0.38% |
| 2022-12-13 | $0.1600 | 0.36% |
| 2023-03-17 | $0.1600 | 0.29% |
| 2023-06-16 | $0.1600 | 0.22% |
| 2023-09-15 | $0.1600 | 0.20% |
| 2023-12-18 | $0.2000 | 0.20% |
| 2024-03-14 | $0.2000 | 0.18% |
| 2024-06-18 | $0.2000 | 0.17% |
| 2024-09-17 | $0.2000 | 0.14% |
| 2024-12-17 | $0.2200 | 0.19% |
| 2025-03-18 | $0.2200 | 0.21% |
| 2025-06-17 | $0.2200 | 0.21% |
| 2025-09-16 | $0.2200 | 0.16% |
| 2025-12-16 | $0.2600 | 0.21% |
| 2026-03-17 | $0.2600 | 0.21% |
| Total | 145 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-10 | $24.86 | $4.97 | $0.04 | 0.3677 |
| 2021-09-17 | $24.91 | $4.98 | $0.04 | 0.4089 |
| 2021-12-14 | $26.75 | $5.35 | $0.04 | 0.3966 |
| 2022-03-14 | $26.81 | $5.36 | $0.04 | 0.4837 |
| 2022-06-09 | $26.89 | $5.38 | $0.04 | 0.4880 |
| 2022-09-21 | $26.96 | $5.39 | $0.04 | 0.5471 |
| 2022-12-13 | $28.84 | $5.77 | $0.05 | 0.5029 |
| 2023-03-17 | $28.93 | $5.79 | $0.05 | 0.4167 |
| 2023-06-16 | $28.99 | $5.80 | $0.05 | 0.3149 |
| 2023-09-15 | $29.04 | $5.81 | $0.05 | 0.3040 |
| 2023-12-18 | $36.36 | $7.27 | $0.06 | 0.2846 |
| 2024-03-14 | $36.42 | $7.28 | $0.06 | 0.2650 |
| 2024-06-18 | $36.47 | $7.29 | $0.06 | 0.2620 |
| 2024-09-17 | $36.53 | $7.31 | $0.06 | 0.2076 |
| 2024-12-17 | $40.22 | $8.04 | $0.06 | 0.2771 |
| 2025-03-18 | $40.29 | $8.06 | $0.06 | 0.3108 |
| 2025-06-17 | $40.35 | $8.07 | $0.06 | 0.3264 |
| 2025-09-16 | $40.43 | $8.09 | $0.06 | 0.2411 |
| 2025-12-16 | $47.84 | $9.57 | $0.08 | 0.3071 |
| 2026-03-17 | $47.92 | $9.58 | $0.08 | 0.3137 |
| Total | $675.83 | $135.17 | $1.08 | 7.0260 |
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.