Simon Property Group, Inc. (SPG) Total Return:38.32%(TTM)
The total return cagr for Simon Property Group, Inc. (SPG) is +38.32% over the latest trailing 12-month period. The comparable SPY value is +24.32%. Year-to-date total return is +17.01%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SPG
$413,607
(41.4x return)
Invested on Jun 10, 1996
Growth of $10,000 in SPY (S&P 500)
$183,873
(18.4x return)
Invested on Jun 10, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+17.0%
1-Year Total Return
+38.3%
Current Dividend Yield
4.15%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +32.1% | +38.3% | +6.2% |
| 3 Years | +24.2% | +30.6% | +6.5% |
| 5 Years | +9.3% | +15.6% | +6.2% |
| 10 Years | +0.5% | +5.8% | +5.3% |
| 15 Years | +4.7% | +9.4% | +4.8% |
| 20 Years | +5.1% | +9.7% | +4.5% |
About Simon Property Group, Inc.
Simon Property Group (NYSE: SPG) is a prominent S&P 100 real estate investment trust that specializes in owning and developing a portfolio of world-class shopping, dining, entertainment, and mixed-use destinations. These significant properties, strategically located across North America, Europe, and Asia, serve as vital community hubs, attracting millions of visitors daily and contributing billions in annual revenue.
- Sector
- Real Estate
- Industry
- REIT - Retail
- CEO
- Eli Simon