PulteGroup (PHM): analysis and statistics
Return, volatility, Sharpe ratio and risk for PulteGroup, an S&P 500 component in the Consumer Discretionary sector. Data as of 2026-07-30.
| Last close price | $128.70 |
| Sector (GICS) | Consumer Discretionary |
| Annualized return (3.0 yr) | +16.08% |
| Total return over period | +56.06% |
| Annualized volatility | 33.47% |
| Sharpe ratio | 0.37 |
| Sortino ratio | 0.57 |
| Max drawdown | -38.01% |
| CVaR 95% (avg. loss, worst 5% of days) | -4.22% |
| Correlation with the S&P 500 | 0.41 |
| Period range | $68.20 – $146.95 |
| Trading days analyzed | 752 |
Over the last 3.0 years, PulteGroup (PHM) has posted an annualized return of +16.08% with annual volatility of 33.47%, a Sharpe ratio of 0.37. 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 S&P 500 stocks, try the optimizer.
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