PHM monthly performance report
View PHM's monthly returns, drawdown, and seasonality trends — updated every month.
PHM monthly report
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Key takeaways
- PulteGroup (PHM) closed September 2026 at $118.84, down 5.92% for the month and −11.38% over the trailing 12 months.
- Year-to-date, PHM is +1.35%, underperforming the S&P 500 which has returned +11.83% YTD.
- The stock is trading −5.09% versus its 200-day moving average ($125.21), a cautious technical signal.
- Over the past three years, PHM has underperformed the S&P 500 by −16.19%, with a relative strength index reading of 90.2.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
PulteGroup ended September 2026 at $118.84, posting a monthly return of −5.92%. The S&P 500 returned −0.58% over the same window, leaving relative performance at −5.34%.
The current quarter stands at −13.39% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −5.09% versus the 200-day moving average ($125.21).
Year-to-date, PHM is +1.35% against SPY +11.83%, a gap of −10.48%. The stock is currently −17.76% below its 52-week high, with maximum 3-year drawdown at −38.26%.
| Period | PHM | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.10% | +1.13% | −0.04% |
| 1 Week | +2.09% | +0.63% | +1.46% |
| 1 Month | −5.92% | −0.58% | −5.34% |
| 3 Months | −3.26% | +1.64% | −4.89% |
| 6 Months | −1.34% | +15.15% | −16.49% |
| YTD | +1.35% | +11.83% | −10.48% |
| 12 Months | −11.38% | +15.69% | −27.07% |
| 3 Years | +55.81% | +72.00% | −16.19% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +20.15% |
| #2 | Jul 2024 | +19.89% |
| #3 | Aug 2025 | +16.91% |
| #4 | Dec 2023 | +16.74% |
| #5 | Jun 2026 | +16.10% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −19.49% |
| #2 | Mar 2026 | −14.28% |
| #3 | Sep 2023 | −9.76% |
| #4 | Oct 2024 | −9.75% |
| #5 | Oct 2025 | −9.28% |
| Quarter | Return |
|---|---|
| Q2 2025 | +2.59% |
| Q3 2025 | +25.29% |
| Q4 2025 | −11.25% |
| Q1 2026 | +0.30% |
| Q2 2026 | +16.67% |
| Q3 2026 (QTD) | −13.39% |
| Year | Return |
|---|---|
| 2023 | +126.71% |
| 2024 | +5.50% |
| 2025 | +7.68% |
| 2026 | +1.35% |
| Metric | Value |
|---|---|
| 52-Week High | $144.50 (2026-02-17) |
| 52-Week Low | $108.49 (2026-05-19) |
| Current Price | $118.84 |
| 200-Day Moving Average | $125.21 |
| Price vs 200DMA | −5.09% |
| 3-Year Maximum Drawdown | −38.26% (2025-04-08) |
| Current Drawdown from 52W High | −17.76% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 90.2 |
| 3-Year Excess Return vs S&P 500 | −16.19% |
| RS Peak | 147.6 (Oct 2024) |
| RS Trough | 86.3 (May 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was PHM's return for this report period?
PHM returned −5.92% in the latest monthly window ending 2026-09-17.
Has PHM outperformed SPY year to date?
YTD PHM: +1.35% vs SPY: +11.83%.
What is PHM's 12-month return?
−11.38% over the trailing 12 months.
Is PHM above or below its 200-day moving average?
Price is −5.09% versus 200DMA ($125.21).
What is the maximum drawdown in the 3-year window?
−38.26% on 2025-04-08.