SPG vs TRV
Comparison between Simon Property Group Inc (SPG, Company) and Travelers Companies Inc (TRV, Company).
SPG is from the Real Estate sector, while TRV is from the Financial Services sector.
5-Year PerformanceTRV has outperformed SPG, delivering a return of +20.0% compared to +18.7%
SPG vs TRV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPG vs TRV - Historical Returns
Returns include dividend reinvestment.
SPG vs TRV - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPG | TRV |
|---|---|---|
| 2026 | +26.23% | +21.46% |
| 2025 | +12.10% | +22.38% |
| 2024 | +26.58% | +28.14% |
| 2023 | +29.22% | +4.14% |
| 2022 | -22.17% | +22.95% |
| 2021 | +101.61% | +17.94% |
| 2020 | -36.97% | +4.93% |
| 2019 | -5.06% | +19.38% |
| 2018 | +2.14% | -7.14% |
| 2017 | -1.77% | +14.79% |
| 2016 | -4.49% | +13.87% |
| 2015 | +8.31% | +9.52% |
| 2014 | +33.16% | +21.22% |
| 2013 | -1.99% | +27.23% |
| 2012 | +25.59% | +25.19% |
| 2011 | +31.66% | +9.04% |
| 2010 | +29.85% | +14.92% |
| 2009 | +63.03% | +13.46% |
| 2008 | -34.45% | -11.39% |
| 2007 | -11.70% | +2.64% |
| 2006 | +33.83% | +19.37% |
| 2005 | +24.69% | +22.61% |
| 2004 | +47.10% | -3.02% |
| 2003 | +42.19% | +16.69% |
| 2002 | +23.82% | -19.40% |
| 2001 | +30.04% | -12.21% |
| 2000 | +15.11% | +69.04% |
| 1999 | +3.36% | +7.35% |
SPG vs TRV Drawdown Comparison
The maximum drawdown for SPG was -77.02%, occurring on Apr 2, 2020. Recovery took 1916 trading sessions.
The maximum drawdown for TRV was -55.14%, occurring on Jul 25, 2002. Recovery took 1461 trading sessions.
The current SPG drawdown is -0.16%.
| Rank | SPG | TRV |
|---|---|---|
| #1 | -77.02% Aug 1, 2016 - Mar 13, 2024 | -55.14% Dec 8, 2000 - Oct 4, 2006 |
| #2 | -76.32% Feb 7, 2007 - Nov 5, 2010 | -46.25% Jul 15, 2019 - Feb 23, 2021 |
| #3 | -24.30% Mar 3, 2025 - Sep 11, 2025 | -44.32% May 11, 2007 - Nov 9, 2009 |
| #4 | -22.35% Apr 1, 2004 - Oct 18, 2004 | -39.21% Nov 5, 1999 - Apr 28, 2000 |
| #5 | -20.32% May 21, 2013 - May 1, 2014 | -25.84% May 3, 2011 - Apr 20, 2012 |
| #6 | -18.51% Jul 26, 2011 - Oct 24, 2011 | -23.15% Feb 1, 2018 - May 14, 2019 |
| #7 | -17.54% Aug 21, 2001 - Feb 6, 2002 | -18.90% Mar 25, 2022 - Nov 22, 2022 |
| #8 | -17.35% Aug 1, 2000 - Jan 22, 2001 | -17.15% Jan 13, 2023 - Dec 29, 2023 |
| #9 | -16.56% Aug 3, 2005 - Dec 14, 2005 | -12.76% Jun 2, 2000 - Jul 25, 2000 |
| #10 | -16.31% Jun 28, 2002 - Sep 26, 2002 | -12.65% Sep 28, 2000 - Oct 30, 2000 |
| #11 | -16.26% May 5, 2000 - Jul 27, 2000 | -12.47% Nov 27, 2024 - Mar 17, 2025 |
| #12 | -15.35% Jan 26, 2015 - Oct 19, 2015 | -12.34% Mar 29, 2010 - Oct 18, 2010 |
| #13 | -13.83% Sep 26, 2002 - Mar 17, 2003 | -12.14% Apr 5, 2024 - Sep 4, 2024 |
| #14 | -13.65% Dec 3, 1999 - Jan 10, 2000 | -11.84% Mar 20, 2015 - Oct 20, 2015 |
| #15 | -12.49% Oct 27, 2015 - Mar 17, 2016 | -11.81% Mar 17, 2025 - May 2, 2025 |
Correlation
Correlation between SPG and TRV is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
SPG vs TRV dividend yield comparison.
| Year | SPG | TRV |
|---|---|---|
| 2026 | 1.96% | 0.68% |
| 2025 | 4.62% | 1.50% |
| 2024 | 4.70% | 1.72% |
| 2023 | 5.22% | 2.06% |
| 2022 | 5.87% | 1.96% |
| 2021 | 3.66% | 2.23% |
| 2020 | 7.04% | 2.40% |
| 2019 | 5.57% | 2.36% |
| 2018 | 4.70% | 2.53% |
| 2017 | 4.16% | 2.09% |
| 2016 | 3.66% | 2.14% |
| 2015 | 3.11% | 2.11% |
| 2014 | 9.97% | 2.03% |
| 2013 | 3.06% | 2.16% |
| 2012 | 2.59% | 2.49% |
| 2011 | 2.71% | 2.69% |
| 2010 | 2.61% | 2.53% |
| 2009 | 3.38% | 2.47% |
| 2008 | 8.75% | 2.63% |
| 2007 | 3.87% | 2.10% |
| 2006 | 3.00% | 1.88% |
| 2005 | 3.65% | 2.04% |
| 2004 | 4.02% | 3.70% |
| 2003 | 5.18% | 2.93% |
| 2002 | 6.38% | 3.41% |
| 2001 | 7.09% | 2.55% |
| 2000 | 8.42% | 1.99% |
| 1999 | 2.20% | 0.77% |
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