Simon Property Group, Inc. (SPG) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
Loading chart…
Investment Performance
Final Value
$22,081
Total Return
120.81%
CAGR
17.17%
Dividends
$3,712.66
Yield on Cost
37.13%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.44% |
| Median | +1.67% |
| Best | +28.14% |
| Worst | -20.66% |
| % of Windows Positive | 58.3% |
1-Year (252 Trading Days)
| Average | +13.78% |
| Median | +13.58% |
| Best | +71.94% |
| Worst | -31.76% |
| % of Windows Positive | 73.5% |
3-Year (756 Trading Days)
| Average | +60.27% |
| Median | +49.31% |
| Best | +141.77% |
| Worst | +20.46% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -46.43% |
| Average Drawdown | -13.81% |
| Drawdown Duration | 591 Trading Days |
| Sortino Ratio | 1.05 |
| Calmar Ratio | 0.37 |
| CVaR (5%) | -3.89% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +10.65% (+42.66% ann.) | +$1064.56 | $118.85 | $23.77 | $0.19 |
| 2025 | +11.84% | +$1183.70 | $504.20 | $100.84 | $0.81 |
| 2024 | +25.66% | +$2566.17 | $576.96 | $115.39 | $0.92 |
| 2023 | +27.67% | +$2766.72 | $646.65 | $129.33 | $1.03 |
| 2022 | -22.84% | $2284.43 | $439.53 | $87.91 | $0.70 |
| 2021 | +94.05% | +$9404.75 | $695.77 | $139.15 | $1.11 |
| 2020 | -39.46% | $3945.70 | $410.29 | $82.06 | $0.66 |
| 2019 | -7.68% | $768.34 | $501.18 | $100.24 | $0.80 |
| 2018 | +1.58% | +$157.54 | $466.91 | $93.38 | $0.75 |
| 2017 | +0.09% | +$9.14 | $407.58 | $81.52 | $0.65 |
| 2016 | -6.15% | $615.10 | $337.71 | $67.54 | $0.54 |
| 2015 | +9.53% | +$952.88 | $335.43 | $67.09 | $0.54 |
| 2014 | +30.34% | +$3033.72 | $352.57 | $70.51 | $0.56 |
| 2013 | -1.50% | $150.25 | $296.61 | $59.32 | $0.47 |
| 2012 | +25.33% | +$2532.63 | $320.66 | $64.13 | $0.51 |
| 2011 | +32.76% | +$3275.65 | $355.22 | $71.04 | $0.57 |
| 2010 | +27.65% | +$2765.48 | $328.97 | $65.79 | $0.53 |
| 2009 | +56.73% | +$5673.27 | $330.96 | $66.19 | $0.53 |
| 2008 | -36.53% | $3653.44 | $419.35 | $83.87 | $0.67 |
| 2007 | -11.93% | $1193.31 | $334.86 | $66.97 | $0.54 |
| 2006 | +36.00% | +$3599.80 | $401.17 | $80.24 | $0.64 |
| 2005 | +22.32% | +$2232.24 | $438.44 | $87.69 | $0.70 |
| 2004 | +45.21% | +$4520.53 | $570.10 | $114.02 | $0.91 |
| 2003 | +42.75% | +$4274.81 | $718.58 | $143.72 | $1.15 |
| 2002 | +22.41% | +$2241.28 | $756.74 | $151.35 | $1.21 |
| 2001 | +29.76% | +$2975.86 | $887.32 | $177.46 | $1.42 |
| 2000 | +11.68% | +$1168.41 | $902.01 | $180.40 | $1.45 |
| 1999 | -14.36% | $1435.72 | $724.74 | $144.95 | $1.16 |
| 1998 | -8.05% | $805.09 | $640.22 | $128.04 | $1.02 |
| 1997 | +11.11% | +$1110.95 | $660.53 | $132.11 | $1.05 |
| 1996 | +37.92% | +$3792.46 | $1044.06 | $208.82 | $1.68 |
| 1995 | +5.34% | +$533.68 | $618.31 | $123.66 | $0.99 |
| 1994 | +13.60% | +$1360.33 | $857.77 | $171.55 | $1.37 |
| 1993 partial | +0.56% (+12.64% ann.) | +$55.56 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +23.07% | +4.63% | +$2306.89 | $4423.62 | $884.72 | $7.07 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +59.98% | +20.03% | +$5997.54 | $2466.38 | $493.27 | $3.95 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +296.05% | +31.71% | +$29605.06 | $4774.11 | $954.82 | $7.64 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -71.39% | -58.77% | $7139.40 | $511.00 | $102.20 | $0.82 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +406.82% | +61.73% | +$40682.01 | $2787.99 | $557.60 | $4.46 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +15.93% | +1.97% | +$1592.99 | $3706.02 | $741.20 | $5.93 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -64.31% | -100.00% | $6430.66 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +16.65% | +28.13% | +$1665.28 | $479.10 | $95.82 | $0.77 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +110.21% | +102.35% | +$11021.04 | $706.93 | $141.39 | $1.13 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -22.75% | -23.98% | $2275.36 | $448.26 | $89.65 | $0.72 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +50.30% | +24.58% | +$5029.62 | $1328.26 | $265.65 | $2.13 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +30.85% | +18.70% | +$3085.44 | $801.51 | $160.30 | $1.28 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1994-03-22 | $0.4409 | 1.73% |
| 1994-06-29 | $0.4409 | 1.77% |
| 1994-09-29 | $0.4409 | 1.83% |
| 1994-12-28 | $0.4409 | 1.94% |
| 1995-03-30 | $0.4566 | 1.97% |
| 1995-07-10 | $0.4566 | 1.92% |
| 1995-10-06 | $0.4566 | 1.94% |
| 1996-01-10 | $0.4566 | 2.03% |
| 1996-04-10 | $0.4566 | 2.13% |
| 1996-07-10 | $0.4566 | 2.03% |
| 1996-08-12 | $0.4566 | 2.02% |
| 1996-11-06 | $0.4566 | 1.82% |
| 1997-02-05 | $0.4566 | 1.65% |
| 1997-05-14 | $0.4687 | 1.71% |
| 1997-08-06 | $0.4687 | 1.59% |
| 1997-11-05 | $0.4687 | 1.63% |
| 1998-02-04 | $0.4687 | 1.51% |
| 1998-05-06 | $0.4687 | 1.50% |
| 1998-08-04 | $0.4687 | 1.65% |
| 1998-09-21 | $0.4687 | 1.85% |
| 1998-11-04 | $0.0306 | 0.11% |
| 1999-02-03 | $0.4687 | 1.87% |
| 1999-05-05 | $0.4687 | 1.74% |
| 1999-08-04 | $0.4687 | 1.88% |
| 1999-11-03 | $0.4687 | 2.20% |
| 2000-02-02 | $0.4687 | 2.04% |
| 2000-05-03 | $0.4687 | 1.88% |
| 2000-08-02 | $0.4687 | 1.89% |
| 2000-11-01 | $0.4687 | 2.26% |
| 2001-02-14 | $0.4687 | 1.95% |
| 2001-05-16 | $0.4873 | 2.01% |
| 2001-08-16 | $0.4873 | 1.74% |
| 2001-11-15 | $0.4873 | 1.81% |
| 2002-02-13 | $0.4873 | 1.72% |
| 2002-05-15 | $0.5105 | 1.63% |
| 2002-08-14 | $0.5105 | 1.55% |
| 2002-11-13 | $0.5105 | 1.59% |
| 2003-02-13 | $0.5569 | 1.76% |
| 2003-05-14 | $0.5569 | 1.54% |
| 2003-08-13 | $0.5569 | 1.41% |
| 2003-11-12 | $0.5569 | 1.28% |
| 2004-02-12 | $0.6033 | 1.17% |
| 2004-05-13 | $0.6033 | 1.42% |
| 2004-08-13 | $0.6033 | 1.22% |
| 2004-10-15 | $0.3805 | 0.72% |
| 2004-11-15 | $0.2228 | 0.39% |
| 2005-02-16 | $0.6497 | 1.07% |
| 2005-05-13 | $0.6497 | 1.03% |
| 2005-08-15 | $0.6497 | 0.92% |
| 2005-11-14 | $0.6497 | 0.92% |
| 2006-02-15 | $0.7054 | 0.93% |
| 2006-05-15 | $0.7054 | 0.95% |
| 2006-08-15 | $0.7054 | 0.92% |
| 2006-11-14 | $0.7054 | 0.80% |
| 2007-02-12 | $0.7796 | 0.71% |
| 2007-05-15 | $0.7796 | 0.75% |
| 2007-08-15 | $0.7796 | 0.94% |
| 2007-11-14 | $0.7796 | 0.85% |
| 2008-02-13 | $0.8353 | 1.05% |
| 2008-05-14 | $0.8353 | 0.89% |
| 2008-08-13 | $0.8353 | 0.92% |
| 2008-11-12 | $0.8353 | 1.54% |
| 2009-02-10 | $0.8353 | 1.92% |
| 2009-05-12 | $0.5569 | 1.15% |
| 2009-08-13 | $0.1112 | 0.19% |
| 2009-11-12 | $0.1129 | 0.17% |
| 2010-02-11 | $0.5644 | 0.85% |
| 2010-05-12 | $0.5644 | 0.66% |
| 2010-08-13 | $0.5644 | 0.67% |
| 2010-11-12 | $0.7526 | 0.79% |
| 2011-02-10 | $0.7526 | 0.75% |
| 2011-05-13 | $0.7526 | 0.68% |
| 2011-08-15 | $0.7526 | 0.70% |
| 2011-11-14 | $0.8467 | 0.70% |
| 2011-12-14 | $0.1881 | 0.17% |
| 2012-02-13 | $0.8937 | 0.69% |
| 2012-05-15 | $0.9407 | 0.65% |
| 2012-08-15 | $0.9878 | 0.67% |
| 2012-11-14 | $1.0348 | 0.72% |
| 2013-02-12 | $1.0818 | 0.70% |
| 2013-05-15 | $1.0818 | 0.64% |
| 2013-08-14 | $1.0818 | 0.74% |
| 2013-11-13 | $1.1289 | 0.80% |
| 2014-02-12 | $1.1759 | 0.79% |
| 2014-05-14 | $1.2230 | 0.74% |
| 2014-08-13 | $1.3000 | 0.78% |
| 2014-11-12 | $1.3000 | 0.72% |
| 2015-02-11 | $1.4000 | 0.72% |
| 2015-05-13 | $1.5000 | 0.81% |
| 2015-08-13 | $1.5500 | 0.81% |
| 2015-11-12 | $1.6000 | 0.83% |
| 2016-02-10 | $1.6000 | 0.89% |
| 2016-05-13 | $1.6000 | 0.78% |
| 2016-08-15 | $1.6500 | 0.77% |
| 2016-11-14 | $1.6500 | 0.90% |
| 2017-02-10 | $1.7500 | 0.96% |
| 2017-05-15 | $1.7500 | 1.11% |
| 2017-08-15 | $1.8000 | 1.12% |
| 2017-11-15 | $1.8500 | 1.15% |
| 2018-02-13 | $1.9500 | 1.24% |
| 2018-05-16 | $1.9500 | 1.26% |
| 2018-08-16 | $2.0000 | 1.13% |
| 2018-11-15 | $2.0000 | 1.07% |
| 2019-02-13 | $2.0500 | 1.11% |
| 2019-05-16 | $2.0500 | 1.16% |
| 2019-08-15 | $2.1000 | 1.38% |
| 2019-11-14 | $2.1000 | 1.36% |
| 2020-02-13 | $2.1000 | 1.51% |
| 2020-07-09 | $1.3000 | 1.98% |
| 2020-10-08 | $1.3000 | 1.83% |
| 2020-12-23 | $1.3000 | 1.55% |
| 2021-04-08 | $1.3000 | 1.11% |
| 2021-07-01 | $1.4000 | 1.07% |
| 2021-09-08 | $1.5000 | 1.11% |
| 2021-12-09 | $1.6500 | 1.05% |
| 2022-03-09 | $1.6500 | 1.26% |
| 2022-06-08 | $1.7000 | 1.51% |
| 2022-09-08 | $1.7500 | 1.69% |
| 2022-12-08 | $1.8000 | 1.51% |
| 2023-03-09 | $1.8000 | 1.47% |
| 2023-06-08 | $1.8500 | 1.64% |
| 2023-09-07 | $1.9000 | 1.64% |
| 2023-12-07 | $1.9000 | 1.44% |
| 2024-03-07 | $1.9500 | 1.28% |
| 2024-06-07 | $2.0000 | 1.30% |
| 2024-09-09 | $2.0500 | 1.25% |
| 2024-12-09 | $2.1000 | 1.14% |
| 2025-03-10 | $2.1000 | 1.23% |
| 2025-06-09 | $2.1000 | 1.30% |
| 2025-09-09 | $2.1500 | 1.18% |
| 2025-12-10 | $2.2000 | 1.22% |
| 2026-03-10 | $2.2000 | 1.14% |
| Total | 132 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-07-01 | $123.07 | $24.61 | $0.20 | 0.7470 |
| 2021-09-08 | $132.98 | $26.60 | $0.21 | 0.8035 |
| 2021-12-09 | $147.60 | $29.52 | $0.24 | 0.7741 |
| 2022-03-09 | $148.88 | $29.78 | $0.24 | 0.8966 |
| 2022-06-08 | $154.91 | $30.98 | $0.25 | 1.1466 |
| 2022-09-08 | $161.48 | $32.30 | $0.26 | 1.2573 |
| 2022-12-08 | $168.35 | $33.67 | $0.27 | 1.1477 |
| 2023-03-09 | $170.42 | $34.08 | $0.27 | 1.1600 |
| 2023-06-08 | $177.30 | $35.46 | $0.28 | 1.2903 |
| 2023-09-07 | $184.54 | $36.91 | $0.30 | 1.2874 |
| 2023-12-07 | $186.99 | $37.40 | $0.30 | 1.1366 |
| 2024-03-07 | $194.12 | $38.83 | $0.31 | 1.0353 |
| 2024-06-07 | $201.17 | $40.23 | $0.32 | 1.0581 |
| 2024-09-09 | $208.37 | $41.67 | $0.33 | 1.0274 |
| 2024-12-09 | $215.61 | $43.12 | $0.34 | 0.9453 |
| 2025-03-10 | $217.60 | $43.52 | $0.35 | 1.0511 |
| 2025-06-09 | $219.80 | $43.96 | $0.35 | 1.0939 |
| 2025-09-09 | $227.39 | $45.48 | $0.36 | 1.0120 |
| 2025-12-10 | $234.90 | $46.98 | $0.38 | 1.0325 |
| 2026-03-10 | $237.18 | $47.44 | $0.38 | 0.9859 |
| Total | $3712.66 | $742.53 | $5.94 | 20.8883 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.