Over the latest trailing 12-month period, total return cagr is -14.04%. The comparable SPY value is +17.49%. Year-to-date total return is +1.28%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PHM
$491,173
(49.1x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$190,498
(19.0x return)
Invested on Sep 9, 1996
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
+1.3%
1-Year Total Return
-14.0%
Current Dividend Yield
0.85%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | (14.7%) | (14.0%) | +0.7% |
| 3 Years | +13.1% | +14.0% | +0.9% |
| 5 Years | +19.8% | +20.9% | +1.2% |
| 10 Years | +19.4% | +20.8% | +1.4% |
| 15 Years | +24.7% | +26.1% | +1.4% |
| 20 Years |
| +7.2% |
| +8.2% |
| +1.0% |
