Simon Property Group, Inc. (SPG)
Company Info
| ISIN | US8288061091 |
|---|---|
| CUSIP | 828806109 |
| Sector | Real Estate |
| Industry | REIT—Retail |
Highlights
| Market Cap | $48.33B |
|---|---|
| EPS | $6.74 |
| PE Ratio | 19.11 |
| PEG Ratio | 12.22 |
| Revenue (TTM) | $5.53B |
| Gross Profit (TTM) | $4.29B |
| EBITDA (TTM) | $3.99B |
| Year Range | $96.91 - $128.91 |
| Target Price | $130.47 |
| Short % | 1.78% |
| Short Ratio | 2.76 |
Share Price Chart
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Performance
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.
Compare to other instruments
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Return
Simon Property Group, Inc. had a return of 15.04% year-to-date (YTD) and 15.30% in the last 12 months. Over the past 10 years, Simon Property Group, Inc. had an annualized return of 3.83%, while the S&P 500 had an annualized return of 9.87%, indicating that Simon Property Group, Inc. did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 15.04% | 19.67% |
| 1 month | 14.52% | 8.42% |
| 6 months | 25.02% | 7.29% |
| 1 year | 15.30% | 12.71% |
| 5 years (annualized) | -1.87% | 10.75% |
| 10 years (annualized) | 3.83% | 9.87% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -7.21% | 11.66% | 7.90% | -8.92% | -3.22% | 1.72% | 13.65% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for Simon Property Group, Inc. (SPG) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
SPG Simon Property Group, Inc. | 0.61 | ||||
^GSPC S&P 500 | 0.91 |
Dividend History
Simon Property Group, Inc. granted a 5.71% dividend yield in the last twelve months. The annual payout for that period amounted to $7.35 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $7.35 | $6.90 | $5.85 | $6.00 | $8.30 | $7.90 | $7.15 | $6.50 | $6.05 | $5.00 | $4.37 | $3.85 |
Dividend yield | 5.71% | 5.87% | 3.66% | 7.04% | 5.57% | 4.70% | 4.16% | 3.66% | 3.11% | 2.74% | 3.06% | 2.59% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $1.80 | $0.00 | $0.00 | $1.85 | $0.00 | $0.00 | $1.90 | $0.00 | $0.00 | |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 2013 | $0.00 | $1.08 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $1.13 | $0.00 |
| 2012 | $0.89 | $0.00 | $0.00 | $0.94 | $0.00 | $0.00 | $0.99 | $0.00 | $0.00 | $1.03 | $0.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77% | Aug 2, 2016 | 924 | Apr 2, 2020 | — | — | — |
| -76.11% | Feb 8, 2007 | 523 | Mar 6, 2009 | 422 | Nov 5, 2010 | 945 |
| -30.89% | Jul 10, 1998 | 364 | Dec 16, 1999 | 360 | May 22, 2001 | 724 |
| -22.35% | Apr 2, 2004 | 28 | May 12, 2004 | 109 | Oct 18, 2004 | 137 |
| -20.32% | May 22, 2013 | 74 | Sep 5, 2013 | 174 | May 15, 2014 | 248 |
Volatility Chart
The current Simon Property Group, Inc. volatility is 6.69%, 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.