Simon Property Group, Inc. (SPG) Growth of $10K (Lump Sum & DCA)SPGSimon Property Group, Inc.NYSEReal Estate$200.76$-3.52 -1.72%Oct 1, 2026 close © 2026 WallStMonk. All rights reserved. v0.16.34Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$17,136+$7,136 · +71.36%
Total invested$10,000
Annualised (CAGR)+5.54%
Max drawdown-73.52%
SIP · Monthly122 contributions
$100 every month
$24,319+$12,119 · +99.33%
Total invested$12,200
Money-weighted (XIRR)+13.27%
Max drawdown-64.70%
SIP · Biweekly261 contributions
$100 every two weeks
$51,911+$25,811 · +98.89%
Total invested$26,100
Money-weighted (XIRR)+13.27%
Max drawdown-64.48%
Best 12-month stretch+189.41%Nov 2020 → Nov 2021
Worst 12-month stretch-73.30%Apr 2019 → Mar 2020
Deepest drawdown-73.52%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$3,788on $10,000, trailing 10 years
Growth of your contributions
It would be worth$41,454after your settings in SPG
Profit+$19,254+86.73% on money in
Annualised return+8.49%Money-weighted (XIRR)
Deepest dip-70.29%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-3.12% | -10.24% | +8.73% | +13.41% | +30.72% p.a. | +14.72% p.a. | +5.54% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| -8.90% | +0.98% | +2.18% | -8.67% | -37.12% | +95.72% | -21.91% | +29.24% | +29.77% | +9.78% | +12.79% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $9,396 | -$904 | -8.78% |
| 2017 | $11,500 | $10,767 | -$733 | -6.37% |
| 2018 | $12,800 | $12,326 | -$474 | -3.70% |
| 2019 | $14,000 | $12,363 | -$1,637 | -11.69% |
| 2020 | $15,200 | $9,312 | -$5,888 | -38.74% |
| 2021 | $16,400 | $19,802 | +$3,402 | +20.74% |
| 2022 | $17,600 | $16,721 | -$879 | -4.99% |
| 2023 | $18,800 | $23,146 | +$4,346 | +23.12% |
| 2024 | $20,100 | $31,546 | +$11,446 | +56.94% |
| 2025 | $21,300 | $35,950 | +$14,650 | +68.78% |
| 2026 (YTD) | $22,200 | $41,454 | +$19,254 | +86.73% |