Performance analysis of Simon Property Group (SPG)
Annual Return
Over the past 3 years, SPG has had an average annual return of +28.85%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, SPG has had an average annual return of +18.82%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, SPG has had an average annual return of +5.37%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, SPG has had an average annual return of +14.67%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +25.24% | +12.95% | +26.93% | +29.28% | -21.91% | +95.77% | -38.60% | -6.75% | +2.54% | +0.97% | -5.52% | +10.23% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +33.10% | -0.93% | +26.02% | +33.56% | +28.42% | +58% | -35.19% | -11.34% | +36.97% | +23.31% | +46.66% | +44.49% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +24.03% | +31.71% | +13.52% | +3.36% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.35% | +6.55% | -7.45% | +9.21% | +0.59% | +10.30% | +1.40% | +25.24% | |||||
| 2025 | +0.96% | +7.03% | -9.62% | -5.24% | +3.62% | -0.13% | +1.88% | +10.30% | +5.13% | -6.35% | +6.01% | +0.55% | +12.95% |
| 2024 | -2.83% | +6.88% | +7.01% | -10.20% | +7.67% | +1.65% | +1.08% | +9.07% | +2.28% | +0.06% | +8.56% | -5.12% | +26.93% |
| 2023 | +9.35% | -4.96% | -6.88% | +1.21% | -7.21% | +11.68% | +7.90% | -8.92% | -3.23% | +1.72% | +13.65% | +15.86% | +29.28% |
| 2022 | -7.87% | -6.55% | -3.17% | -10.31% | -2.84% | -15.90% | +14.45% | -6.13% | -10.49% | +21.43% | +9.60% | -0.13% | -21.91% |
| 2021 | +8.97% | +21.51% | +0.75% | +8.22% | +5.54% | +1.55% | -2.00% | +6.27% | -2.23% | +12.78% | +4.27% | +5.67% | +95.77% |
| 2020 | -10.61% | -6.16% | -55.43% | +21.71% | -13.58% | +18.51% | -6.88% | +8.82% | -4.67% | -1.09% | +31.46% | +4.89% | -38.60% |
| 2019 | +8.41% | +0.58% | +0.58% | -4.67% | -5.59% | -1.44% | +1.53% | -6.87% | +4.50% | -3.19% | +1.72% | -1.49% | -6.75% |
| 2018 | -4.87% | -4.86% | +0.55% | +1.29% | +3.78% | +6.22% | +3.54% | +5.05% | -3.43% | +3.83% | +2.29% | -9.53% | +2.54% |
| 2017 | +3.43% | +1.31% | -6.71% | -3.94% | -5.62% | +4.87% | -2.02% | +0.09% | +2.65% | -3.53% | +5.34% | +6.18% | +0.97% |
Drawdown analysis of Simon Property Group (SPG)
The maximum drawdown for the SPG was -77.02%, occurring on Apr 2, 2020. Recovery took 992 trading sessions.
The current SPG drawdown is -0.84%.
Since Nov 1, 1999 SPG has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 20 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.02% | Aug 1, 2016 | 924 | Apr 2, 2020 | 992 | Mar 13, 2024 | 1916 |
| -76.32% | Feb 7, 2007 | 523 | Mar 6, 2009 | 422 | Nov 5, 2010 | 945 |
| -24.30% | Mar 3, 2025 | 26 | Apr 8, 2025 | 107 | Sep 11, 2025 | 133 |
| -22.35% | Apr 1, 2004 | 28 | May 12, 2004 | 109 | Oct 18, 2004 | 137 |
| -20.32% | May 21, 2013 | 74 | Sep 5, 2013 | 164 | May 1, 2014 | 238 |
| -18.51% | Jul 26, 2011 | 9 | Aug 8, 2011 | 54 | Oct 24, 2011 | 63 |
| -17.54% | Aug 21, 2001 | 18 | Sep 21, 2001 | 94 | Feb 6, 2002 | 112 |
| -17.35% | Aug 1, 2000 | 60 | Oct 25, 2000 | 59 | Jan 22, 2001 | 119 |
| -16.56% | Aug 3, 2005 | 50 | Oct 13, 2005 | 43 | Dec 14, 2005 | 93 |
| -16.31% | Jun 28, 2002 | 16 | Jul 23, 2002 | 46 | Sep 26, 2002 | 62 |
| -16.27% | May 5, 2000 | 39 | Jun 30, 2000 | 18 | Jul 27, 2000 | 57 |
| -15.35% | Jan 26, 2015 | 107 | Jun 29, 2015 | 78 | Oct 19, 2015 | 185 |
| -13.84% | Sep 26, 2002 | 9 | Oct 9, 2002 | 108 | Mar 17, 2003 | 117 |
| -13.65% | Dec 3, 1999 | 9 | Dec 16, 1999 | 16 | Jan 10, 2000 | 25 |
| -12.49% | Oct 27, 2015 | 71 | Feb 9, 2016 | 26 | Mar 17, 2016 | 97 |
| -12.20% | Mar 17, 2006 | 46 | May 23, 2006 | 76 | Sep 11, 2006 | 122 |
| -11.55% | Feb 27, 2026 | 17 | Mar 24, 2026 | 14 | Apr 14, 2026 | 31 |
| -10.85% | Nov 8, 2011 | 11 | Nov 23, 2011 | 21 | Dec 23, 2011 | 32 |
| -10.42% | Mar 28, 2024 | 23 | May 1, 2024 | 52 | Jul 17, 2024 | 75 |
| -10.15% | Nov 8, 2010 | 27 | Dec 16, 2010 | 36 | Feb 8, 2011 | 63 |
| -9.67% | Dec 21, 2004 | 25 | Jan 27, 2005 | 64 | Apr 29, 2005 | 89 |
| -9.61% | Sep 17, 2012 | 41 | Nov 15, 2012 | 47 | Jan 25, 2013 | 88 |
| -8.81% | May 10, 2016 | 6 | May 18, 2016 | 28 | Jun 28, 2016 | 34 |
| -8.74% | Jan 21, 2000 | 36 | Mar 14, 2000 | 22 | Apr 13, 2000 | 58 |
| -8.45% | May 1, 2012 | 23 | Jun 4, 2012 | 20 | Jul 2, 2012 | 43 |