Pultegroup, Inc. (PHM) Growth of $10K (Lump Sum & DCA)PHMPultegroup, Inc.NYSEIndustrials$116.06$-2.44 -2.06%Oct 1, 2026 close © 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$65,220+$55,220 · +552.20%
Total invested$10,000
Annualised (CAGR)+20.66%
Max drawdown-59.34%
SIP · Monthly122 contributions
$100 every month
$34,452+$22,252 · +182.39%
Total invested$12,200
Money-weighted (XIRR)+19.77%
Max drawdown-57.77%
SIP · Biweekly261 contributions
$100 every two weeks
$74,025+$47,925 · +183.62%
Total invested$26,100
Money-weighted (XIRR)+19.90%
Max drawdown-57.53%
Best 12-month stretch+186.12%Mar 2020 → Mar 2021
Worst 12-month stretch-33.77%Apr 2019 → Mar 2020
Deepest drawdown-59.34%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,089on $10,000, trailing 10 years
Growth of your contributions
It would be worth$99,672after your settings in PHM
Profit+$77,472+348.97% on money in
Annualised return+20.42%Money-weighted (XIRR)
Deepest dip-58.91%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-6.54% | -12.98% | -0.62% | -14.94% | +18.12% p.a. | +20.86% p.a. | +20.66% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -7.38% | +83.43% | -17.07% | +45.41% | +11.92% | +34.03% | -19.22% | +128.76% | +7.35% | +9.06% | -1.90% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $9,550 | -$750 | -7.28% |
| 2017 | $11,500 | $19,161 | +$7,661 | +66.62% |
| 2018 | $12,800 | $17,145 | +$4,345 | +33.95% |
| 2019 | $14,000 | $26,394 | +$12,394 | +88.53% |
| 2020 | $15,200 | $30,954 | +$15,754 | +103.64% |
| 2021 | $16,400 | $42,845 | +$26,445 | +161.25% |
| 2022 | $17,600 | $35,848 | +$18,248 | +103.68% |
| 2023 | $18,800 | $83,840 | +$65,040 | +345.96% |
| 2024 | $20,100 | $91,205 | +$71,105 | +353.76% |
| 2025 | $21,300 | $100,742 | +$79,442 | +372.96% |
| 2026 (YTD) | $22,200 | $99,672 | +$77,472 | +348.97% |