PortfoliosLab logo

BlackRock, Inc. (BLK)

Equity · Currency in USD · Last updated Mar 27, 2023

BlackRock, Inc. is a global investment management company based in New York City. It is the largest asset manager in the world, with over $9 trillion in assets under management. BlackRock offers a wide range of investment products and services, including mutual funds, ETFs, and separately managed accounts, to a diverse range of clients, including retail investors, institutional investors, and financial advisors.

Share Price Chart


Loading data...

Performance

The chart shows the growth of $10,000 invested in BlackRock, Inc. in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $717,338 for a total return of roughly 7,073.38%. All prices are adjusted for splits and dividends.


0.00%2,000.00%4,000.00%6,000.00%8,000.00%NovemberDecember2023FebruaryMarch
7,073.38%
209.55%
BLK (BlackRock, Inc.)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with BLK

BlackRock, Inc.

Popular comparisons: BLK vs. VOO, BLK vs. JPM, BLK vs. TSLA, BLK vs. UNH, BLK vs. BX, BLK vs. VICI, BLK vs. SPY, BLK vs. SCHD, BLK vs. AMZN, BLK vs. AAPL

Return

BlackRock, Inc. had a return of -8.34% year-to-date (YTD) and -9.89% in the last 12 months. Over the past 10 years, BlackRock, Inc. had an annualized return of 12.66%, outperforming the S&P 500 benchmark which had an annualized return of 9.86%.


PeriodReturnBenchmark
1 month-6.64%-0.66%
Year-To-Date-8.34%3.42%
6 months8.91%5.67%
1 year-9.89%-10.89%
5 years (annualized)7.10%8.95%
10 years (annualized)12.66%9.86%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20237.14%-9.19%
2022-16.81%17.38%10.85%-0.35%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current BlackRock, Inc. Sharpe ratio is -0.28. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.20-1.00-0.80-0.60-0.40-0.200.00NovemberDecember2023FebruaryMarch
-0.28
-0.47
BLK (BlackRock, Inc.)
Benchmark (^GSPC)

Dividend History

BlackRock, Inc. granted a 3.80% dividend yield in the last twelve months. The annual payout for that period amounted to $24.52 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$24.52$19.52$16.52$14.52$13.20$12.02$10.00$9.16$8.72$7.72$6.72$6.00

Dividend yield

3.80%2.77%1.87%2.13%2.84%3.42%2.23%2.82%3.08%2.66%2.68%3.76%

Monthly Dividends

The table displays the monthly dividend distributions for BlackRock, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00
2022$0.00$0.00$4.88$0.00$0.00$4.88$0.00$0.00$4.88$0.00$0.00$4.88
2021$0.00$0.00$4.13$0.00$0.00$4.13$0.00$0.00$4.13$0.00$0.00$4.13
2020$0.00$0.00$3.63$0.00$0.00$3.63$0.00$0.00$3.63$0.00$0.00$3.63
2019$0.00$0.00$3.30$0.00$0.00$3.30$0.00$0.00$3.30$0.00$0.00$3.30
2018$0.00$0.00$2.88$0.00$0.00$2.88$0.00$0.00$3.13$0.00$0.00$3.13
2017$0.00$0.00$2.50$0.00$0.00$2.50$0.00$2.50$0.00$0.00$0.00$2.50
2016$0.00$0.00$2.29$0.00$0.00$2.29$0.00$2.29$0.00$0.00$0.00$2.29
2015$0.00$0.00$2.18$0.00$0.00$2.18$0.00$2.18$0.00$0.00$0.00$2.18
2014$0.00$0.00$1.93$0.00$0.00$1.93$0.00$1.93$0.00$0.00$0.00$1.93
2013$0.00$0.00$1.68$0.00$0.00$1.68$0.00$1.68$0.00$0.00$1.68$0.00
2012$1.50$0.00$0.00$1.50$0.00$1.50$0.00$0.00$1.50$0.00

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-45.00%-40.00%-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%NovemberDecember2023FebruaryMarch
-30.92%
-17.21%
BLK (BlackRock, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the BlackRock, Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the BlackRock, Inc. is 60.36%, recorded on Mar 3, 2009. It took 157 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-60.36%Aug 12, 2008140Mar 3, 2009157Oct 14, 2009297
-43.9%Nov 15, 2021229Oct 12, 2022
-42.37%Feb 13, 202027Mar 23, 202079Jul 15, 2020106
-41.95%Jan 12, 2010158Aug 26, 2010599Jan 14, 2013757
-37.47%Jan 23, 2018233Dec 24, 2018284Feb 11, 2020517
-33.01%Dec 11, 200086Apr 16, 2001533Jun 3, 2003619
-27.32%Mar 26, 200878Jul 15, 200815Aug 5, 200893
-23.24%Sep 5, 200019Sep 29, 200013Oct 18, 200032
-22%Mar 23, 2015213Jan 25, 2016131Aug 1, 2016344
-21.38%Apr 20, 200639Jun 14, 2006139Jan 3, 2007178

Volatility Chart

Current BlackRock, Inc. volatility is 24.70%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%20.00%30.00%40.00%50.00%60.00%70.00%80.00%NovemberDecember2023FebruaryMarch
24.70%
19.50%
BLK (BlackRock, Inc.)
Benchmark (^GSPC)