PHM monthly performance report
Monthly PHM research: returns, drawdown, relative strength, seasonality, and key stats.
PHM monthly report
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Key takeaways
- PulteGroup (PHM) closed August 2026 at $133.01, up 5.17% for the month and +9.91% over the trailing 12 months.
- Year-to-date, PHM is +13.43%, outperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +6.89% versus its 200-day moving average ($124.44), a bullish technical signal.
- Over the past three years, PHM has underperformed the S&P 500 by −14.60%, with a relative strength index reading of 90.9.
- Win rate over the trailing 39 months stands at 59% — 23 positive months versus 16 negative months.
PulteGroup ended August 2026 at $133.01, posting a monthly return of +5.17%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +2.12%.
The current quarter stands at −3.43% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +6.89% versus the 200-day moving average ($124.44).
Year-to-date, PHM is +13.43% against SPY +12.89%, a gap of +0.55%. The stock is currently −7.95% below its 52-week high, with maximum 3-year drawdown at −38.26%.
| Period | PHM | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.01% | −0.20% | +1.21% |
| 1 Week | −1.29% | +3.90% | −5.20% |
| 1 Month | +5.17% | +3.05% | +2.12% |
| 3 Months | +8.70% | +7.11% | +1.59% |
| 6 Months |