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Simon Property Group, Inc. (SPG)

Equity · Currency in USD
Sector
Real Estate
Industry
REIT—Retail
ISIN
US8288061091
CUSIP
828806109

SPGPrice Chart


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SPGPerformance

The chart shows the growth of $10,000 invested in Simon Property Group, Inc. on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $31,709 for a total return of roughly 217.09%. All prices are adjusted for splits and dividends.


SPG (Simon Property Group, Inc.)
Benchmark (S&P 500)

SPGReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-6.16%-1.99%
6M13.76%8.24%
YTD80.84%20.83%
1Y79.55%23.70%
5Y1.20%15.68%
10Y6.75%13.72%

SPGMonthly Returns Heatmap


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SPGSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Simon Property Group, Inc. Sharpe ratio is 2.32. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


SPG (Simon Property Group, Inc.)
Benchmark (S&P 500)

SPGDividends

Simon Property Group, Inc. granted a 3.69% dividend yield in the last twelve months, as of Dec 5, 2021. The annual payout for that period amounted to $5.50 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$5.50$6.00$8.30$7.90$7.15$6.50$6.05$5.00$4.37$3.86$3.29$2.45

Dividend yield

3.69%7.04%5.57%4.70%4.16%3.66%3.11%2.74%3.06%2.59%2.71%2.61%

SPGDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


SPG (Simon Property Group, Inc.)
Benchmark (S&P 500)

SPGWorst Drawdowns

The table below shows the maximum drawdowns of the Simon Property Group, Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Simon Property Group, Inc. is 77.00%, recorded on Apr 2, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-77%Aug 2, 2016924Apr 2, 2020
-20.32%May 22, 201374Sep 5, 2013174May 15, 2014248
-18.51%Jul 27, 20119Aug 8, 201154Oct 24, 201163
-16.15%May 4, 201044Jul 6, 201019Aug 2, 201063
-15.36%Jan 27, 2015107Jun 29, 201578Oct 19, 2015185
-12.5%Oct 28, 201571Feb 9, 201626Mar 17, 201697
-12%Jan 5, 201022Feb 4, 201011Feb 22, 201033
-10.86%Nov 9, 201111Nov 23, 201121Dec 23, 201132
-10.15%Nov 9, 201027Dec 16, 201036Feb 8, 201163
-9.62%Sep 18, 201241Nov 15, 201247Jan 25, 201388

SPGVolatility Chart

Current Simon Property Group, Inc. volatility is 42.47%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


SPG (Simon Property Group, Inc.)
Benchmark (S&P 500)

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