PulteGroup (PHM): analysis and statistics
Return, volatility, Sharpe ratio and risk for PulteGroup, a component of the S&P 500 in the Consumer Discretionary sector. Data as of 2026-09-13.
| Last close price | $118.26 |
| Sector (GICS) | Consumer Discretionary |
| Annualized return (3.0 yr) | +16.40% |
| Total return over period | +57.24% |
| Annualized volatility | 33.31% |
| Period volatility | 57.50% |
| Sharpe ratio | 0.38 |
| Sortino ratio | 0.58 |
| Max drawdown | -38.01% |
| CVaR 95% (avg. loss, worst 5% of days) | -4.11% |
| Correlation with the S&P 500 | 0.41 |
| Period range | $68.20 – $146.95 |
| Trading days analyzed | 751 |
Over the last 3.0 years, PulteGroup (PHM) has posted an annualized return of +16.40% with annual volatility of 33.31%, a Sharpe ratio of 0.38. Its worst stretch (max drawdown from a peak) was -38.01%. Its correlation with the S&P 500 is 0.41, which means it moves moderately in step with the index.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how PHM would fit inside an optimized portfolio alongside other stocks, try the optimizer.
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Is it part of the S&P 500?
Yes, PulteGroup (PHM) is of the S&P 500.
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