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Simon Property Group, Inc. (SPG)
Simon Property Group is the largest retail real estate investment trust in the United States. Its portfolio includes an interest in 254 properties: 114 traditional malls, 108 premium outlets, 14 Mills centers (a combination of a traditional mall, outlet center, and big-box retailers), six lifestyle centers, and 12 other retail properties. Simon's portfolio averaged $736 in sales per square foot over the trailing 12 months. The company also owns a 22% interest in Klépierre, a European retail company with investments in shopping centers in 14 countries, and joint-venture interests in 33 premium outlets across 14 countries.
Company Info
Highlights
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Analysis
Share Price Chart
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.
All prices have been adjusted for splits and dividends.
Returns By Period
Simon Property Group, Inc. (SPG) has returned 2.28% so far this year and 34.76% over the past 12 months. Looking at the last ten years, SPG has achieved an annualized return of -1.04%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
SPG
Benchmark (SPY)
Monthly Returns
The table below presents the monthly returns of Simon Property Group, Inc. (SPG) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.71% | 6.22% | -7.88% | 1.08% | ||||||||
| 2025 | 0.79% | 8.12% | -11.32% | -5.56% | 3.06% | -0.85% | 2.15% | 10.87% | 5.75% | -6.34% | 6.80% | 0.06% |
| 2024 | -2.37% | 7.10% | 5.78% | -9.96% | 7.82% | 0.30% | 1.90% | 7.96% | 3.03% | 0.07% | 9.87% | -5.98% |
| 2023 | 8.74% | -4.54% | -8.33% | 0.71% | -6.95% | 9.74% | 8.26% | -8.80% | -5.54% | 2.22% | 12.52% | 14.08% |
| 2022 | -8.28% | -6.55% | -4.56% | -10.79% | -3.40% | -17.45% | 15.15% | -5.51% | -11.31% | 19.05% | 8.58% | -2.25% |
| 2021 | 8.49% | 20.86% | -2.09% | 5.87% | 4.73% | 0.60% | -2.23% | 4.88% | -3.33% | 11.42% | 3.68% | 2.05% |
| 2020 | -10.88% | -7.72% | -55.56% | 31.57% | -9.13% | 19.32% | -10.67% | 10.85% | -2.96% | -3.13% | 31.15% | 0.74% |
| 2019 | 9.48% | -1.85% | 0.58% | -4.92% | -6.51% | -1.46% | 0.95% | -7.50% | 4.89% | -3.35% | -0.34% | -1.59% |
| 2018 | -5.20% | -6.17% | 0.68% | 1.15% | 1.24% | 6.00% | 3.56% | 4.29% | -3.42% | 3.81% | 0.77% | -9.92% |
| 2017 | 2.61% | -0.53% | -6.64% | -4.07% | -7.20% | 5.04% | -2.38% | -5.08% | 2.22% | -3.63% | 3.69% | 5.88% |
| 2016 | -3.05% | -2.53% | 10.33% | 4.37% | -5.02% | -3.67% | -9.86% | -2.89% | -0.70% |
Performance Indicators
The charts below present risk-adjusted performance metrics for Simon Property Group, Inc. (SPG) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of SPG compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current Simon Property Group, Inc. volatility is 1.47%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 40.61B | 34.28B | 33.01B | 33.78B | 34.79B | 31.23B | 30.69B | 32.26B | 31.10B | 30.65B | 29.53B | 33.32B | 32.59B | 26.22B |
| Temporary Equity (USD) | 233.31M | 195.95M | 212.24M | 547.74M | 185.89M | 219.06M | 230.16M | 190.48M | 137.76M | 25.54M | - | - | - | - |
| Equity Attributable To Parent (USD) | 5.21B | 3.02B | 3.14B | 3.36B | 3.04B | 2.53B | 3.30B | 3.69B | 4.31B | 4.47B | 5.09B | 5.85B | 5.91B | 4.65B |
| Equity Attributable To Noncontrolling Interest (USD) | 1.26B | 468.82M | 473.13M | 491.53M | 432.87M | 384.85M | 500.28M | 552.60M | 649.46M | 744.91M | 858.33M | 973.23M | 982.49M | 894.62M |
| Equity (USD) | 6.47B | 3.49B | 3.61B | 3.85B | 3.47B | 2.91B | 3.80B | 4.24B | 4.96B | 5.22B | 5.95B | 6.82B | 6.89B | 5.54B |
| Long-term Debt (USD) | 28.43B | 26.03B | 24.96B | 25.32B | 26.72B | 24.16B | 23.31B | 24.63B | 22.98B | - | - | - | - | 18.42B |
| Noncurrent Liabilities (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Liabilities (USD) | 33.90B | 30.60B | 29.19B | 29.38B | 31.13B | 28.10B | 26.66B | 27.83B | 26.01B | 25.41B | 23.56B | 26.31B | 25.52B | 20.40B |
| Liabilities (USD) | 33.90B | 30.60B | 29.19B | 29.38B | 31.13B | 28.10B | 26.66B | 27.83B | 26.01B | 25.41B | 23.56B | 26.31B | 25.52B | 20.40B |
| Noncurrent Assets (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Assets (USD) | 40.61B | 34.28B | 33.01B | 33.78B | 34.79B | 31.23B | 30.69B | 32.26B | 31.10B | 30.65B | 29.53B | 33.32B | 32.59B | 26.22B |
| Assets (USD) | 40.61B | 34.28B | 33.01B | 33.78B | 34.79B | 31.23B | 30.69B | 32.26B | 31.10B | 30.65B | 29.53B | 33.32B | 32.59B | 26.22B |
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