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The Blackstone Group Inc.

BX
Equity · Currency in USD
ISIN
US09260D1072
CUSIP
09260D107
Sector
Financial Services
Industry
Asset Management

BXPrice Chart


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BXPerformance

The chart shows the growth of $10,000 invested in BX on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $103,926 for a total return of roughly 939.26%. All prices are adjusted for splits and dividends.


0.00%200.00%400.00%600.00%800.00%1,000.00%20122014201620182020
939.26%
264.42%
S&P 500

BXReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M2.75%
YTD20.28%
6M43.81%
1Y62.35%
5Y30.22%
10Y22.05%

BXMonthly Returns Heatmap


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BXSharpe 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 The Blackstone Group Inc. Sharpe ratio is 2.27. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.004.0020122014201620182020
2.27

BXDividends

The Blackstone Group Inc. granted a 2.94% dividend yield in the last twelve months, as of Apr 11, 2021. The annual payout for that period amounted to $2.26 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$2.26$1.91$1.92$3.66$2.32$2.28$2.90$1.92$1.18$0.52$0.72$0.60
Dividend yield
2.94%2.95%3.43%12.28%7.25%8.44%9.92%5.68%3.75%3.34%5.14%4.24%

BXDrawdowns Chart


-40.00%-30.00%-20.00%-10.00%0.00%20122014201620182020
0.00%

BXWorst Drawdowns

The table below shows the maximum drawdowns of the The Blackstone Group 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 {{portfolioName}} is 44.62%, recorded on Feb 11, 2016. It took 612 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-44.62%May 19, 2015186Feb 11, 2016612Jul 18, 2018798
-44.05%Feb 12, 202028Mar 23, 2020184Dec 11, 2020212
-40.83%Apr 28, 2011110Oct 3, 2011333Jan 31, 2013443
-39.25%Apr 15, 201057Jul 6, 2010127Jan 4, 2011184
-29.07%Sep 25, 201860Dec 19, 201882Apr 18, 2019142
-18.55%Jul 24, 201460Oct 16, 201466Jan 22, 2015126
-18.05%Mar 11, 201443May 9, 201448Jul 18, 201491
-15.61%May 20, 201325Jun 24, 201318Jul 19, 201343
-14.83%Sep 16, 201917Oct 8, 201918Nov 1, 201935
-13.91%Jan 8, 201015Jan 29, 201020Mar 1, 201035

BXVolatility Chart

Current The Blackstone Group Inc. volatility is 12.09%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%50.00%100.00%150.00%20122014201620182020
12.09%

Portfolios with The Blackstone Group Inc.


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