Simon Property Group, Inc. (SPG) Total Return:40.89%(TTM)
Over the latest trailing 12-month period, Simon Property Group, Inc. (SPG)'s total return cagr is +40.89%. The comparable SPY value is +24.09%. Year-to-date total return is +18.65%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SPG
$421,623
(42.2x return)
Invested on Jun 12, 1996
Growth of $10,000 in SPY (S&P 500)
$184,570
(18.5x return)
Invested on Jun 12, 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
+18.6%
1-Year Total Return
+40.9%
Current Dividend Yield
4.10%
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 | +34.6% | +40.9% | +6.3% |
| 3 Years | +24.7% | +31.2% | +6.5% |
| 5 Years | +9.9% | +16.1% | +6.3% |
| 10 Years | +0.7% | +6.0% | +5.3% |
| 15 Years | +4.9% | +9.7% | +4.8% |
| 20 Years | +5.2% | +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