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The Blackstone Group Inc. (BX)

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

BXPrice Chart


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BXPerformance

The chart shows the growth of $10,000 invested in The Blackstone Group Inc. on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $198,887 for a total return of roughly 1,888.87%. All prices are adjusted for splits and dividends.


BX (The Blackstone Group Inc.)
Benchmark (S&P 500)

BXReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M1.96%0.43%
6M58.24%9.37%
YTD130.19%22.33%
1Y146.67%26.59%
5Y47.73%15.74%
10Y34.44%14.46%

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 5.59. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


BX (The Blackstone Group Inc.)
Benchmark (S&P 500)

BXDividends

The Blackstone Group Inc. granted a 2.48% dividend yield in the last twelve months, as of Nov 27, 2021. The annual payout for that period amounted to $3.57 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$3.57$1.91$1.92$2.42$2.32$1.66$2.90$1.92$1.18$0.52$0.72$0.60

Dividend yield

2.48%2.95%3.43%8.12%7.25%6.14%9.92%5.68%3.75%3.34%5.14%4.24%

BXDrawdowns Chart

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


BX (The Blackstone Group Inc.)
Benchmark (S&P 500)

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 The Blackstone Group Inc. 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
-17.84%Sep 17, 202112Oct 4, 202114Oct 22, 202126
-15.61%May 20, 201325Jun 24, 201318Jul 19, 201343
-14.83%Sep 16, 201917Oct 8, 201918Nov 1, 201935

BXVolatility Chart

Current The Blackstone Group Inc. volatility is 23.83%. 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.


BX (The Blackstone Group Inc.)
Benchmark (S&P 500)

Portfolios with The Blackstone Group Inc.


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