Simon Property Group (SPG): analysis and statistics
Return, volatility, Sharpe ratio and risk for Simon Property Group, an S&P 500 component in the Real Estate sector. Data as of 2026-07-30.
| Last close price | $230.39 |
| Sector (GICS) | Real Estate |
| Annualized return (3.0 yr) | +29.33% |
| Total return over period | +115.46% |
| Annualized volatility | 23.11% |
| Sharpe ratio | 1.11 |
| Sortino ratio | 1.62 |
| Max drawdown | -24.32% |
| CVaR 95% (avg. loss, worst 5% of days) | -3.24% |
| Correlation with the S&P 500 | 0.51 |
| Period range | $90.19 – $236.70 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Simon Property Group (SPG) has posted an annualized return of +29.33% with annual volatility of 23.11%, a Sharpe ratio of 1.11. Its worst stretch (max drawdown from a peak) was -24.32%. Its correlation with the S&P 500 is 0.51, which means it moves moderately in step with the index.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how SPG would fit inside an optimized portfolio alongside other S&P 500 stocks, try the optimizer.
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