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Performance
^HGX Performance Chart
PHLX Housing Sector Index (^HGX) is down 1.1% since the beginning of the year. ^HGX is currently trading at $657 per share. Investors who bought $1,000 worth of ^HGX shares 5 years ago would now be looking at an investment worth $1,357.
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Returns By Period
PHLX Housing Sector Index (^HGX) has returned -1.09% so far this year and 7.48% over the past 12 months. Over the last ten years, ^HGX has returned 10.82% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.
PHLX Housing Sector Index
- 1D
- 0.77%
- 1M
- -2.14%
- YTD
- -1.09%
- 6M
- -5.51%
- 1Y
- 7.48%
- 3Y*
- 10.03%
- 5Y*
- 6.30%
- 10Y*
- 10.82%
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
^HGX Monthly Returns History
Based on dividend-adjusted daily data since Jul 3, 2002, ^HGX's average daily return is +0.04%, while the average monthly return is +0.85%. At this rate, an investment would double in approximately 6.8 years.
Historically, 59% of months were positive and 41% were negative. The best month was Apr 2009 with a return of +22.8%, while the worst month was Mar 2020 at -32.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.
On a daily basis, ^HGX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +15.3%, while the worst single day was Mar 16, 2020 at -17.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.65% | 5.01% | -13.06% | 8.56% | -3.82% | 0.10% | -1.09% | ||||||
| 2025 | 3.29% | -6.59% | -3.57% | -2.06% | -1.37% | 3.74% | 4.74% | 10.85% | -1.00% | -6.60% | 2.09% | -5.50% | -3.44% |
| 2024 | -2.12% | 6.70% | 7.59% | -9.76% | 4.44% | -3.57% | 17.52% | -0.46% | 4.25% | -5.73% | 5.56% | -15.69% | 4.48% |
| 2023 | 13.43% | -3.39% | 0.82% | 7.58% | -1.77% | 16.70% | 4.68% | -3.25% | -7.92% | -4.30% | 16.88% | 15.02% | 63.47% |
| 2022 | -11.56% | -5.19% | -8.07% | -2.32% | 2.71% | -12.69% | 15.51% | -7.32% | -8.30% | 7.77% | 8.72% | -1.94% | -23.84% |
| 2021 | 2.46% | 3.83% | 12.02% | 7.54% | -0.26% | -5.62% | 1.94% | 1.99% | -10.08% | 7.05% | 2.18% | 9.66% | 35.28% |
Benchmark Metrics
PHLX Housing Sector Index has an annualized alpha of -1.66%, beta of 1.23, and R2 of 0.59 versus S&P 500 Index. Calculated based on daily prices since July 05, 2002.
- This index participated in 133.89% of S&P 500 Index downside but only 127.47% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- -1.66%
- Beta
- 1.23
- R²
- 0.59
- Upside Capture
- 127.47%
- Downside Capture
- 133.89%
Return for Risk
Risk / Return Rank
^HGX ranks 23 for risk / return — below 23% of indices on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for PHLX Housing Sector Index (^HGX) and compare them to S&P 500 Index.
| ^HGX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 2.39 | -2.09 |
Sortino ratioReturn per unit of downside risk | 0.65 | 3.25 | -2.60 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.43 | -0.36 |
Calmar ratioReturn relative to maximum drawdown | 0.34 | 3.11 | -2.77 |
Martin ratioReturn relative to average drawdown | 0.68 | 14.38 | -13.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the PHLX Housing Sector Index. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the PHLX Housing Sector Index was 81.17%, occurring on Mar 9, 2009. Recovery took 2156 trading sessions.
The current PHLX Housing Sector Index drawdown is 21.29%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -81.17%Mar 2009 | 3y 7mo | 8y 6mo | 12y 2moJul 2005 - Sep 2017 |
COVID crash2020 | -52.28%Mar 2020 | 1mo 1d | 4mo 27d | 5mo 28dFeb 2020 - Aug 2020 |
Rate-hike selloffLate 2018 | -37.15%Dec 2018 | 11mo 4d | 1y 28d | 1y 12moJan 2018 - Jan 2020 |
Bear market2022 | -36.16%Jun 2022 | 5mo 15d | 1y 4d | 1y 5moJan 2022 - Jun 2023 |
Dot-com crash2000–2002 | -34.02%Oct 2002 | 3mo 3d | 7mo 28d | 11mo 1dJul 2002 - Jun 2003 |
Drawdown Indicators
| ^HGX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.17% | -56.78% | -24.39% |
Max Drawdown (1Y)Largest decline over 1 year | -21.87% | -9.10% | -12.77% |
Max Drawdown (3Y)Largest decline over 3 years | -31.24% | -18.90% | -12.34% |
Max Drawdown (5Y)Largest decline over 5 years | -36.16% | -25.43% | -10.73% |
Max Drawdown (10Y)Largest decline over 10 years | -52.28% | -33.92% | -18.36% |
Current DrawdownCurrent decline from peak | -21.29% | 0.00% | -21.29% |
Average DrawdownAverage peak-to-trough decline | -26.17% | -10.72% | -15.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.09% | 1.97% | +9.12% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Build a portfolio with ^HGX
Add PHLX Housing Sector Index to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
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