Over the latest trailing 12-month period, total return cagr is +8.62%. The comparable SPY value is +22.80%. Year-to-date total return is +10.95%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in PHM
$501,974
(50.2x return)
Invested on Aug 5, 1996
Growth of $10,000 in SPY (S&P 500)
$193,689
(19.4x return)
Invested on Aug 5, 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
+10.9%
1-Year Total Return
+8.6%
Current Dividend Yield
0.77%
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 | +7.8% | +8.6% | +0.9% |
| 3 Years | +15.3% | +16.2% | +0.9% |
| 5 Years | +19.6% | +20.8% | +1.1% |
| 10 Years | +19.6% | +21.1% | +1.4% |
| 15 Years | +23.8% | +25.1% | +1.4% |
| 20 Years |
| +7.5% |
| +8.5% |
| +1.0% |
