Simon Property Group, Inc. (SPG)
Company Info
Highlights
$67.93B
$7.52
24.06
6.13
$5.91B
$4.32B
$4.66B
$113.72 - $182.84
$174.44
2.41%
4.68
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Simon Property Group, Inc., 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
Simon Property Group, Inc. had a return of 32.46% year-to-date (YTD) and 58.30% in the last 12 months. Over the past 10 years, Simon Property Group, Inc. had an annualized return of 5.13%, while the S&P 500 had an annualized return of 11.16%, indicating that Simon Property Group, Inc. did not perform as well as the benchmark.
SPG
32.46%
3.97%
28.94%
58.30%
10.14%
5.13%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of SPG, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.83% | 6.88% | 7.01% | -10.20% | 7.67% | 1.65% | 1.08% | 9.07% | 2.27% | 0.06% | 32.46% | ||
| 2023 | 9.35% | -4.96% | -6.92% | 1.21% | -7.21% | 11.66% | 7.90% | -8.92% | -3.22% | 1.72% | 13.65% | 15.88% | 29.24% |
| 2022 | -7.87% | -6.55% | -3.15% | -10.31% | -2.84% | -15.94% | 14.45% | -6.13% | -10.48% | 21.43% | 9.60% | -0.13% | -21.91% |
| 2021 | 8.97% | 21.51% | 0.75% | 8.21% | 5.54% | 1.55% | -1.98% | 6.27% | -2.24% | 12.78% | 4.27% | 5.64% | 95.72% |
| 2020 | -10.61% | -6.15% | -55.43% | 21.71% | -13.58% | 18.51% | -6.98% | 8.82% | -4.67% | -1.08% | 31.46% | 4.91% | -38.64% |
| 2019 | 8.41% | 0.59% | 0.58% | -4.67% | -5.59% | -1.44% | 1.53% | -6.89% | 4.51% | -3.19% | 1.74% | -1.49% | -6.74% |
| 2018 | -4.87% | -4.85% | 0.55% | 1.29% | 3.79% | 6.22% | 3.54% | 5.06% | -3.43% | 3.83% | 2.27% | -9.53% | 2.55% |
| 2017 | 3.43% | 1.32% | -6.71% | -3.94% | -5.61% | 4.87% | -2.02% | 0.08% | 2.65% | -3.53% | 5.35% | 6.18% | 0.98% |
| 2016 | -4.20% | 2.77% | 9.47% | -3.14% | -0.98% | 9.75% | 4.67% | -4.36% | -3.93% | -10.17% | -2.51% | -1.10% | -5.50% |
| 2015 | 9.09% | -3.48% | 2.77% | -7.23% | 0.77% | -4.62% | 8.21% | -3.44% | 2.45% | 9.66% | -6.79% | 4.40% | 10.21% |
| 2014 | 1.76% | 4.99% | 1.68% | 5.61% | 2.98% | -0.11% | 1.15% | 1.89% | -3.30% | 9.00% | 1.61% | 0.72% | 31.21% |
| 2013 | 1.32% | -0.12% | -0.19% | 12.30% | -5.93% | -5.12% | 1.36% | -8.34% | 1.79% | 4.26% | -2.26% | 1.54% | -0.92% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SPG is 93, placing it in the top 7% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Simon Property Group, Inc. (SPG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Simon Property Group, Inc. provided a 4.35% dividend yield over the last twelve months, with an annual payout of $7.90 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $7.90 | $7.45 | $6.90 | $5.85 | $6.00 | $8.30 | $7.90 | $7.15 | $6.50 | $6.05 | $5.00 | $4.37 |
Dividend yield | 4.35% | 5.22% | 5.87% | 3.66% | 7.04% | 5.57% | 4.70% | 4.16% | 3.66% | 3.11% | 2.74% | 3.06% |
Monthly Dividends
The table displays the monthly dividend distributions for Simon Property Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $1.95 | $0.00 | $0.00 | $2.00 | $0.00 | $0.00 | $2.05 | $0.00 | $0.00 | $6.00 | |
| 2023 | $0.00 | $0.00 | $1.80 | $0.00 | $0.00 | $1.85 | $0.00 | $0.00 | $1.90 | $0.00 | $0.00 | $1.90 | $7.45 |
| 2022 | $0.00 | $0.00 | $1.65 | $0.00 | $0.00 | $1.70 | $0.00 | $0.00 | $1.75 | $0.00 | $0.00 | $1.80 | $6.90 |
| 2021 | $0.00 | $0.00 | $0.00 | $1.30 | $0.00 | $0.00 | $1.40 | $0.00 | $1.50 | $0.00 | $0.00 | $1.65 | $5.85 |
| 2020 | $0.00 | $2.10 | $0.00 | $0.00 | $0.00 | $0.00 | $1.30 | $0.00 | $0.00 | $1.30 | $0.00 | $1.30 | $6.00 |
| 2019 | $0.00 | $2.05 | $0.00 | $0.00 | $2.05 | $0.00 | $0.00 | $2.10 | $0.00 | $0.00 | $2.10 | $0.00 | $8.30 |
| 2018 | $0.00 | $1.95 | $0.00 | $0.00 | $1.95 | $0.00 | $0.00 | $2.00 | $0.00 | $0.00 | $2.00 | $0.00 | $7.90 |
| 2017 | $0.00 | $1.75 | $0.00 | $0.00 | $1.75 | $0.00 | $0.00 | $1.80 | $0.00 | $0.00 | $1.85 | $0.00 | $7.15 |
| 2016 | $0.00 | $1.60 | $0.00 | $0.00 | $1.60 | $0.00 | $0.00 | $1.65 | $0.00 | $0.00 | $1.65 | $0.00 | $6.50 |
| 2015 | $0.00 | $1.40 | $0.00 | $0.00 | $1.50 | $0.00 | $0.00 | $1.55 | $0.00 | $0.00 | $1.60 | $0.00 | $6.05 |
| 2014 | $0.00 | $1.18 | $0.00 | $0.00 | $1.22 | $0.00 | $0.00 | $1.30 | $0.00 | $0.00 | $1.30 | $0.00 | $5.00 |
| 2013 | $1.08 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $1.13 | $0.00 | $4.37 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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 Simon Property Group, Inc.. 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 Simon Property Group, Inc. was 77.00%, occurring on Apr 2, 2020. Recovery took 995 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77% | Aug 2, 2016 | 924 | Apr 2, 2020 | 995 | Mar 18, 2024 | 1919 |
| -76.11% | Feb 8, 2007 | 523 | Mar 6, 2009 | 422 | Nov 5, 2010 | 945 |
| -29.69% | Jul 10, 1998 | 364 | Dec 16, 1999 | 358 | May 18, 2001 | 722 |
| -22.35% | Apr 2, 2004 | 28 | May 12, 2004 | 108 | Oct 15, 2004 | 136 |
| -20.32% | May 22, 2013 | 74 | Sep 5, 2013 | 174 | May 15, 2014 | 248 |
Volatility
Volatility Chart
The current Simon Property Group, Inc. volatility is 5.38%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Simon Property Group, Inc. compared to its peers in the REIT - Retail industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for SPG in comparison to other companies of the REIT - Retail industry. Currently, SPG has a PE value of 24.1. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for SPG in comparison to other companies of the REIT - Retail industry. Currently, SPG has a PEG value of 6.1. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Simon Property Group, Inc..
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Income Statement
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Depreciation And Amortization | — |
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Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |