PHLX Housing Sector Index (^HGX)
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in PHLX Housing Sector Index, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
PHLX Housing Sector Index (^HGX) returned -9.57% year-to-date (YTD) and -11.30% over the past 12 months. Over the past 10 years, ^HGX had an annualized return of 10.58%, slightly ahead of the S&P 500 benchmark at 10.31%.
^HGX
-9.57%
4.84%
-20.81%
-11.30%
18.27%
10.58%
^GSPC (Benchmark)
-4.26%
11.24%
-5.02%
8.55%
14.02%
10.31%
Monthly Returns
The table below presents the monthly returns of ^HGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.29% | -6.59% | -3.57% | -2.06% | -0.75% | -9.57% | |||||||
| 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% |
| 2020 | 4.73% | -10.86% | -32.31% | 21.39% | 11.85% | 4.05% | 15.15% | 4.10% | 3.39% | -6.86% | 7.18% | 1.28% | 11.87% |
| 2019 | 13.76% | 1.88% | 4.55% | 6.18% | -5.34% | 7.10% | -0.09% | 2.76% | 5.40% | 2.74% | 1.53% | -2.33% | 43.81% |
| 2018 | 1.14% | -8.67% | 0.16% | -5.24% | 1.46% | -1.42% | 0.07% | -0.21% | -4.65% | -10.97% | 3.75% | -8.69% | -29.57% |
| 2017 | 4.67% | 4.27% | 2.58% | 0.60% | 1.17% | 4.24% | 0.16% | -0.12% | 4.53% | 7.89% | 7.90% | 0.14% | 44.79% |
| 2016 | -10.70% | 2.64% | 10.96% | -1.18% | 3.55% | -0.47% | 6.35% | -0.73% | -3.21% | -5.42% | 3.57% | 1.15% | 4.88% |
| 2015 | -0.07% | 7.69% | 2.03% | -6.28% | 3.24% | 0.76% | 4.19% | -2.91% | -5.34% | 4.83% | 4.77% | -6.14% | 5.66% |
| 2014 | -1.18% | 5.51% | -6.32% | -2.56% | 3.43% | 3.24% | -9.19% | 7.52% | -6.02% | 4.82% | 7.95% | 0.21% | 5.76% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ^HGX is 11, meaning it’s performing worse than 89% of other indices on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for PHLX Housing Sector Index (^HGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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.
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 25.48%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.17% | Jul 29, 2005 | 908 | Mar 9, 2009 | 2156 | Sep 28, 2017 | 3064 |
| -52.28% | Feb 21, 2020 | 22 | Mar 23, 2020 | 102 | Aug 17, 2020 | 124 |
| -37.15% | Jan 24, 2018 | 232 | Dec 24, 2018 | 269 | Jan 21, 2020 | 501 |
| -36.16% | Jan 3, 2022 | 116 | Jun 17, 2022 | 252 | Jun 21, 2023 | 368 |
| -34.02% | Jul 8, 2002 | 67 | Oct 9, 2002 | 163 | Jun 4, 2003 | 230 |
Volatility
Volatility Chart
The current PHLX Housing Sector Index volatility is 10.38%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.