The Blackstone Group Inc. (BX)

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The chart shows the growth of an initial investment of $10,000 in The Blackstone Group Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

The Blackstone Group Inc. (BX) has returned -24.97% so far this year and -17.21% over the past 12 months. Looking at the last ten years, BX has achieved an annualized return of 20.32%, outperforming the S&P 500 Index benchmark, which averaged 12.24% per year.

Based on dividend-adjusted daily data since Jun 22, 2007, BX's average daily return is +0.09%, while the average monthly return is +1.57%. At this rate, your investment would double in approximately 3.7 years.

Historically, 59% of months were positive and 41% were negative. The best month was Mar 2009 with a return of +48.9%, while the worst month was Oct 2008 at -40.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, BX closed higher 51% of trading days. The best single day was Nov 24, 2008 with a return of +38.3%, while the worst single day was Oct 9, 2008 at -31.4%.

The Blackstone Group Inc. has an annualized alpha of 7.46%, beta of 1.45, and R² of 0.42 versus S&P 500 Index. Calculated based on daily prices since June 25, 2007.

• This stock captured 202.41% of S&P 500 Index gains and 154.17% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.42 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.

BX ranks 23 for risk / return — below 23% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for The Blackstone Group Inc. (BX) and compare them to a chosen benchmark (S&P 500 Index).

The Blackstone Group Inc. provided a 4.15% dividend yield over the last twelve months, with an annual payout of $4.74 per share. The company has been increasing its dividends for 2 consecutive years.

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

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the The Blackstone Group Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the The Blackstone Group Inc. was 87.62%, occurring on Feb 26, 2009. Recovery took 1152 trading sessions.

The current The Blackstone Group Inc. drawdown is 40.10%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of The Blackstone Group Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how The Blackstone Group Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.