Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPG-PJ (Simon Property Group Inc) | 6.31% | 0.79% | 8.06% | 2.28% | 3.30% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPG-PJ (Simon Property Group Inc) | 06/19/2012 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.80 | 0.79 | 8.06 | 2.28 | 3.30 | NA | NA | … | … | 6.31 | -1.57 | 6.91 | 5.44 | -6.62 | 3.79 | 3.73 | 11.75 | 2.06 | 12.75 | -1.02 | 10.88 | 22.99 | -8.09 | 4.14 |
| Sharpe Ratio | NA | -0.37 | 0.29 | -0.03 | 0.08 | NA | NA | … | … | 1.15 | -0.30 | 0.16 | 0.09 | -0.45 | 0.19 | 0.08 | 0.77 | 0.03 | 0.71 | -0.05 | 0.49 | 1.23 | -0.48 | 0.37 |
| Standard Deviation(%) | NA | 10.36 | 17.33 | 17.74 | 21.48 | NA | NA | … | … | 9.16 | 14.90 | 20.69 | 19.32 | 18.03 | 19.58 | 41.35 | 13.36 | 20.37 | 17.03 | 23.06 | 22.02 | 18.60 | 16.83 | 21.37 |
| Draw Down(%) | NA | 10.18 | 12.73 | 20.91 | 34.20 | NA | NA | … | … | 3.49 | 11.53 | 10.88 | 11.69 | 17.57 | 7.62 | 34.20 | 8.77 | 9.74 | 6.39 | 16.34 | 9.34 | 12.73 | 13.36 | 15.84 |
| Yield(%) | 0.00 | 7.05 | 8.18 | 6.19 | 5.55 | 5.75 | 4.31 | … | … | 1.97 | 7.01 | 8.79 | 6.93 | 6.02 | 6.07 | 5.81 | 6.11 | 5.74 | 6.22 | 5.75 | 7.50 | 6.79 | 5.99 | 3.03 |
Data as of 06/10/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPG-PJ (Simon Property Group Inc) |
-0.98%
Nov 2020 – Nov 2023 |
0.35%
Mar 2015 – Mar 2020 |
3.07%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPG-PJ (Simon Property Group Inc) |
13.68%
Aug 2013 – Aug 2016 |
9.54%
Nov 2012 – Nov 2017 |
6.57%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart