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SPG: Simon Property Group, Inc. (STOCK)
Basic Info 167.11 2.15(1.30%) July 25
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/14/1993 |
| Last Dividend Date: | 06/09/2025 |
| 12-Mo. Yield | 5.45% |
| Expenses | - |
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Performance Analytics (As of 07/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/14/1993 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.6 | -0.5 | 17.6 | 24.0 | 29.5 | 4.1 | 10.0 | 9.3 | 11.3 | 26.9 | 29.2 | -21.9 | 95.7 | -38.6 | -6.7 | 2.6 | 1.0 | -5.5 | 10.2 | 39.5 | -0.7 | 26.2 | 33.8 | 28.7 | 60.3 | -35.8 | -11.2 | 37.4 | 23.7 | 48.3 | 45.2 | 24.7 | 32.5 | 14.2 | -19.5 | -12.8 | 5.4 | 27.2 | 0.5 | 7.2 | 0.6 |
| Sharpe Ratio | NA | -0.13 | 0.54 | 0.79 | 0.84 | 0.07 | NA | NA | 0.28 | 1.1 | 1.03 | -0.72 | 3.04 | -0.42 | -0.46 | 0.06 | 0.02 | -0.3 | 0.51 | 2.81 | -0.04 | 1.73 | 1.16 | 0.94 | 0.77 | -0.42 | -0.42 | 1.81 | 1.09 | 2.11 | 2.87 | 1.32 | 1.77 | 0.43 | -0.97 | -0.72 | 0.09 | 1.32 | -0.2 | 0.23 | 1.43 |
| Draw Down(%) | NA | 24.3 | 24.3 | 24.3 | 45.8 | 77.0 | NA | NA | 77.0 | 10.4 | 22.0 | 44.0 | 13.4 | 70.0 | 19.6 | 15.7 | 17.4 | 22.2 | 15.4 | 6.0 | 20.3 | 9.6 | 18.5 | 16.1 | 49.9 | 62.4 | 30.3 | 12.1 | 16.5 | 22.4 | 9.6 | 16.3 | 17.5 | 17.2 | 30.5 | 24.1 | 13.1 | 10.8 | 11.6 | 18.3 | 0.6 |
| Standard Deviation(%) | NA | 30.7 | 26.8 | 26.2 | 32.4 | 37.4 | NA | NA | 34.0 | 21.2 | 25.2 | 32.7 | 31.5 | 92.6 | 18.1 | 20.1 | 20.5 | 19.0 | 19.8 | 14.1 | 17.4 | 15.3 | 29.2 | 30.6 | 77.7 | 87.1 | 34.0 | 18.8 | 19.7 | 22.4 | 15.5 | 17.8 | 17.2 | 23.1 | 23.6 | 22.7 | 20.3 | 17.7 | 17.6 | 18.0 | 7.0 |
| Treynor Ratio | NA | -0.04 | 0.16 | 0.21 | 0.26 | 0.02 | NA | NA | 0.1 | 0.3 | 0.23 | -0.24 | 0.71 | -0.25 | -0.16 | 0.02 | 0.01 | -0.08 | 0.14 | 0.63 | -0.01 | 0.35 | 0.32 | 0.22 | 0.26 | -0.22 | -0.09 | 0.34 | 0.19 | 0.7 | 0.96 | 0.78 | 1.24 | 0.69 | -3.11 | -0.54 | 0.07 | 0.57 | -0.08 | 0.08 | -0.23 |
| Alpha | NA | -0.06 | 0.01 | 0.03 | 0.05 | -0.02 | NA | NA | 0.02 | 0.03 | 0.01 | -0.01 | 0.15 | -0.16 | -0.08 | 0.02 | -0.02 | -0.05 | 0.04 | 0.1 | -0.11 | 0.05 | 0.11 | 0.04 | 0.06 | 0.23 | -0.06 | 0.07 | 0.07 | 0.14 | 0.1 | 0.12 | 0.12 | 0.05 | -0.09 | -0.09 | -0.01 | 0.06 | -0.05 | 0.02 | 0.1 |
| Beta | NA | 0.98 | 0.91 | 0.98 | 1.04 | 1.1 | NA | NA | 1.01 | 0.79 | 1.12 | 0.99 | 1.34 | 1.52 | 0.53 | 0.53 | 0.33 | 0.72 | 0.73 | 0.63 | 0.97 | 0.75 | 1.06 | 1.32 | 2.29 | 1.66 | 1.53 | 1.01 | 1.13 | 0.67 | 0.46 | 0.3 | 0.25 | 0.14 | 0.07 | 0.3 | 0.25 | 0.41 | 0.42 | 0.5 | -0.44 |
| RSquared | NA | 0.54 | 0.46 | 0.42 | 0.3 | 0.29 | NA | NA | 0.31 | 0.22 | 0.34 | 0.54 | 0.31 | 0.33 | 0.13 | 0.2 | 0.01 | 0.25 | 0.33 | 0.25 | 0.38 | 0.39 | 0.71 | 0.61 | 0.63 | 0.6 | 0.52 | 0.29 | 0.35 | 0.11 | 0.26 | 0.19 | 0.1 | 0.02 | 0.0 | 0.07 | 0.05 | 0.07 | 0.03 | 0.07 | 0.16 |
| Yield(%) | N/A | 2.4 | 5.6 | 7.5 | 11.3 | 3.8 | 7.4 | 7.6 | N/A | 5.7 | 6.3 | 4.3 | 7.1 | 4.1 | 5.0 | 4.6 | 3.9 | 3.4 | 3.3 | 3.6 | 3.1 | 3.4 | 3.7 | 3.5 | 5.6 | 4.5 | 3.6 | 4.2 | 4.7 | 7.0 | 7.5 | 8.0 | 9.2 | 9.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -48.1 | 7.7 | 20.1 | -3.6 | 93.3 | 228.6 | N/A | N/A | 8.7 | 8.0 | 17.9 | -2.5 | -27.7 | 5.1 | 10.5 | 10.0 | 7.4 | 17.5 | 10.8 | 13.4 | 17.5 | 34.2 | -3.7 | -25.0 | 7.1 | 10.5 | 8.6 | -6.1 | 24.2 | 10.3 | 4.6 | 3.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/14/1993
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