Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SPG (Simon Property Group, Inc.) | -2.44% | 12.15% | 21.36% | 28.19% | 3.76% | 9.34% | 9.03% | 11.50% |
Data as of 07/31/2025, AR inception is 12/14/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPG (Simon Property Group, Inc.) | 12/14/1993 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.71 | 12.15 | 21.36 | 28.19 | 3.76 | 9.34 | 9.03 | 11.50 | -2.44 | 26.92 | 29.24 | -21.91 | 95.72 | -38.64 | -6.74 | 2.55 | 0.98 | -5.50 | 10.22 | 39.55 | -0.74 | 26.24 | 33.81 | 28.69 | 60.31 | -35.85 | -11.16 | 37.43 | 23.68 | 48.29 | 45.16 | 24.66 | 32.48 | 14.23 | -19.52 | -12.81 | 5.44 | 27.18 | 0.52 | 7.18 | 0.56 |
| Sharpe Ratio | NA | 0.54 | 0.79 | 0.84 | 0.07 | NA | NA | 0.28 | -0.13 | 1.10 | 1.03 | -0.72 | 3.04 | -0.42 | -0.46 | 0.06 | 0.02 | -0.30 | 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 | -0.20 | 0.23 | 1.43 |
| Standard Deviation(%) | NA | 26.80 | 26.15 | 32.42 | 37.39 | NA | NA | 34.00 | 30.75 | 21.19 | 25.19 | 32.74 | 31.46 | 92.56 | 18.05 | 20.10 | 20.54 | 19.02 | 19.83 | 14.09 | 17.39 | 15.29 | 29.18 | 30.57 | 77.73 | 87.14 | 33.96 | 18.85 | 19.71 | 22.41 | 15.47 | 17.84 | 17.24 | 23.10 | 23.59 | 22.73 | 20.32 | 17.71 | 17.57 | 18.05 | 7.01 |
| Draw Down(%) | NA | 24.32 | 24.32 | 45.84 | 77.00 | NA | NA | 77.00 | 24.32 | 10.42 | 22.02 | 44.00 | 13.36 | 70.03 | 19.56 | 15.70 | 17.37 | 22.17 | 15.36 | 6.05 | 20.28 | 9.58 | 18.51 | 16.12 | 49.95 | 62.44 | 30.31 | 12.12 | 16.50 | 22.35 | 9.56 | 16.31 | 17.54 | 17.24 | 30.50 | 24.09 | 13.13 | 10.77 | 11.59 | 18.30 | 0.56 |
| Yield(%) | 0.00 | 5.44 | 7.15 | 11.26 | 3.82 | 7.06 | 7.38 | 18.77 | 2.42 | 5.66 | 6.34 | 4.30 | 7.06 | 4.14 | 5.03 | 4.58 | 3.92 | 3.38 | 3.26 | 3.60 | 3.09 | 3.37 | 3.67 | 3.50 | 5.65 | 4.52 | 3.56 | 4.18 | 4.72 | 6.95 | 7.47 | 7.98 | 9.22 | 9.62 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/31/2025, AR inception is 12/14/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPG (Simon Property Group, Inc.) |
-28.25%
Mar 2017 - Mar 2020 |
-19.05%
Mar 2015 - Mar 2020 |
0.31%
Sep 2012 - Sep 2022 |
3.25%
Jul 2005 - Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPG (Simon Property Group, Inc.) |
67.74%
Mar 2009 - Mar 2012 |
42.19%
Feb 2009 - Feb 2014 |
24.47%
Feb 2009 - Feb 2019 |
22.41%
Oct 2000 - Oct 2015 |
Annualized Rolling Returns Comparison Chart