Performance analysis of Simon Property Group (SPG-P-J)
Annual Return
Over the past 3 years, SPG-P-J has had an average annual return of +4.85%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, SPG-P-J has had an average annual return of +1.27%, underperforming the benchmark SPY, which returned +12.50% annual.
Over the past 10 years, SPG-P-J has had an average annual return of +3.01%, underperforming the benchmark SPY, which returned +14.90% annual.
Since Jul 1, 2002, SPG-P-J has had an average annual return of +4.94%, underperforming the benchmark SPY, which returned +10.80% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.53% | -1.61% | +5.19% | +5.34% | -6.68% | +3.73% | +3.73% | +11.69% | +2.06% | +12.65% | -0.96% | +9.30% |
| 2014 | 2002 | ||||||||||
| +95.17% | +0% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.23% | +1.21% | -0.24% | +0.99% | +0.64% | +3.55% | -0.04% | +7.53% | |||||
| 2025 | +2.15% | -1.48% | +4.19% | -2.17% | +1.79% | -4.97% | -0.61% | -2.78% | +1.22% | -0.20% | +2.34% | -0.74% | -1.61% |
| 2024 | +1.74% | +3.41% | -0.60% | -7.58% | +3.39% | +8.18% | -0.34% | +2.92% | +2.51% | -1.56% | -2.93% | -3.14% | +5.19% |
| 2023 | +1.06% | -3.85% | +2.29% | -1.70% | -6.90% | +8.52% | +3.14% | -0.82% | -3.05% | -3.09% | +5.20% | +5.55% | +5.34% |
| 2022 | -0.02% | -0.19% | +0.20% | +4.63% | -4.40% | -2.13% | -0.69% | -0.08% | -0.79% | -5.83% | +1.62% | +1.18% | -6.68% |
| 2021 | -0.84% | -3.52% | +4.27% | +2.01% | -1.01% | +1.20% | +3.48% | +1.32% | -0.23% | -2.08% | +3.63% | -4.15% | +3.73% |
| 2020 | +3.59% | -5.33% | -19.84% | +9.46% | +5.22% | -4.79% | +1.83% | +12.11% | -0.63% | -5.93% | +12.44% | +0.28% | +3.73% |
| 2019 | +2.20% | +1.18% | +0.58% | -0.21% | -0% | -0.31% | +1.61% | +3.05% | +1.33% | -3.81% | +1.94% | +3.75% | +11.69% |
| 2018 | -3.50% | -0.01% | +5.36% | -4.83% | +1.02% | +4.87% | -1.21% | +1.75% | +0.75% | -2.54% | +3.76% | -2.79% | +2.06% |
| 2017 | -2.50% | +0.84% | +1.96% | +6.03% | +2.54% | -1.52% | -1.23% | +1.45% | +9.03% | -2.97% | +1.70% | -2.64% | +12.65% |
Drawdown analysis of Simon Property Group (SPG-P-J)
The maximum drawdown for the SPG-P-J was -34.19%, occurring on Mar 18, 2020. Recovery took 309 trading sessions.
The current SPG-P-J drawdown is -2.09%.
Since Jul 1, 2002 SPG-P-J has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.19% | Feb 5, 2020 | 29 | Mar 18, 2020 | 309 | Jun 9, 2021 | 338 |
| -20.99% | Sep 16, 2021 | 427 | May 30, 2023 | 269 | Jun 25, 2024 | 696 |
| -17.28% | Jun 24, 2016 | 149 | Jan 27, 2017 | 170 | Sep 29, 2017 | 319 |
| -12.76% | Sep 30, 2024 | 221 | Aug 19, 2025 | Ongoing | Ongoing | Ongoing |
| -11.66% | Nov 7, 2017 | 73 | Feb 23, 2018 | 274 | Apr 1, 2019 | 347 |
| -11.42% | Sep 26, 2014 | 36 | Nov 17, 2014 | 48 | Jan 28, 2015 | 84 |
| -9.34% | Mar 24, 2015 | 41 | May 21, 2015 | 165 | Jan 15, 2016 | 206 |
| -8.77% | Sep 10, 2019 | 21 | Oct 9, 2019 | 64 | Jan 10, 2020 | 85 |
| -7.21% | Feb 23, 2015 | 11 | Mar 10, 2015 | 5 | Mar 17, 2015 | 16 |
| -6.54% | Mar 17, 2016 | 3 | Mar 22, 2016 | 3 | Mar 28, 2016 | 6 |
| -5.76% | Jun 25, 2024 | 29 | Aug 6, 2024 | 18 | Aug 30, 2024 | 47 |
| -5.70% | Feb 1, 2016 | 18 | Feb 26, 2016 | 13 | Mar 16, 2016 | 31 |
| -3.81% | Mar 28, 2016 | 3 | Mar 31, 2016 | 22 | May 2, 2016 | 25 |
| -3.79% | Aug 30, 2024 | 1 | Sep 3, 2024 | 13 | Sep 20, 2024 | 14 |
| -3.51% | Sep 29, 2017 | 10 | Oct 13, 2017 | 17 | Nov 7, 2017 | 27 |
| -3.43% | Jan 19, 2016 | 4 | Jan 25, 2016 | 5 | Feb 1, 2016 | 9 |
| -3.33% | Jan 28, 2015 | 3 | Feb 2, 2015 | 11 | Feb 18, 2015 | 14 |
| -2.82% | Jul 20, 2021 | 39 | Sep 14, 2021 | 2 | Sep 16, 2021 | 41 |
| -2.73% | Jan 16, 2020 | 9 | Jan 30, 2020 | 4 | Feb 5, 2020 | 13 |
| -2.56% | Apr 24, 2019 | 21 | May 23, 2019 | 54 | Aug 9, 2019 | 75 |
| -2.55% | Mar 18, 2015 | 1 | Mar 19, 2015 | 2 | Mar 23, 2015 | 3 |
| -2.54% | Feb 19, 2015 | 1 | Feb 20, 2015 | 1 | Feb 23, 2015 | 2 |
| -2.50% | Jun 22, 2016 | 1 | Jun 23, 2016 | 1 | Jun 24, 2016 | 2 |
| -2.31% | Apr 1, 2019 | 1 | Apr 2, 2019 | 11 | Apr 17, 2019 | 12 |
| -2.29% | Aug 9, 2019 | 2 | Aug 13, 2019 | 4 | Aug 19, 2019 | 6 |