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BX vs. 3GOL.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BX vs. 3GOL.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Blackstone Inc. (BX) and WisdomTree Gold 3x Daily Leveraged (3GOL.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BX achieves a -23.91% return, which is significantly higher than 3GOL.L's -36.55% return. Over the past 10 years, BX has outperformed 3GOL.L with an annualized return of 22.04%, while 3GOL.L has yielded a comparatively lower 15.21% annualized return.


BX

1D
-0.45%
1M
-1.79%
YTD
-23.91%
6M
-24.39%
1Y
-21.21%
3Y*
10.68%
5Y*
7.00%
10Y*
22.04%

3GOL.L

1D
-4.45%
1M
-34.28%
YTD
-36.55%
6M
-39.67%
1Y
25.90%
3Y*
57.28%
5Y*
29.93%
10Y*
15.21%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BX vs. 3GOL.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BX
Blackstone Inc.
-23.91%-7.84%35.07%82.75%-40.01%107.11%19.78%96.33%0.10%27.34%
3GOL.L
WisdomTree Gold 3x Daily Leveraged
-36.55%236.16%60.51%20.28%-13.87%-21.60%50.85%47.36%-12.42%25.08%

Correlation

The correlation between BX and 3GOL.L is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.07

Correlation (3Y)
Calculated over the trailing 3-year period

0.09

Correlation (5Y)
Calculated over the trailing 5-year period

0.07

Correlation (10Y)
Calculated over the trailing 10-year period

0.02

Correlation (All Time)
Calculated using the full available price history since Dec 20, 2012

0.01

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Return for Risk

BX vs. 3GOL.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BX
BX Risk / Return Rank: 2222
Overall Rank
BX Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
BX Sortino Ratio Rank: 1818
Sortino Ratio Rank
BX Omega Ratio Rank: 1919
Omega Ratio Rank
BX Calmar Ratio Rank: 2727
Calmar Ratio Rank
BX Martin Ratio Rank: 2727
Martin Ratio Rank

3GOL.L
3GOL.L Risk / Return Rank: 1515
Overall Rank
3GOL.L Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
3GOL.L Sortino Ratio Rank: 1818
Sortino Ratio Rank
3GOL.L Omega Ratio Rank: 1919
Omega Ratio Rank
3GOL.L Calmar Ratio Rank: 1313
Calmar Ratio Rank
3GOL.L Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BX vs. 3GOL.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Blackstone Inc. (BX) and WisdomTree Gold 3x Daily Leveraged (3GOL.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BX3GOL.LDifference
Sharpe ratioReturn per unit of total volatility

-0.94

Sortino ratioReturn per unit of downside risk

-1.64

Omega ratioGain probability vs. loss probability

0.92

1.13

-0.21

Calmar ratioReturn relative to maximum drawdown

-0.48

0.40

-0.87

Martin ratioReturn relative to average drawdown

-0.84

0.94

-1.79

BX vs. 3GOL.L - Sharpe Ratio Comparison

The current BX Sharpe Ratio is -0.61, which is lower than the 3GOL.L Sharpe Ratio of 0.33. The chart below compares the historical Sharpe Ratios of BX and 3GOL.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BX vs. 3GOL.L - Drawdown Comparison

The maximum BX drawdown since its inception was -88.09%, which is greater than 3GOL.L's maximum drawdown of -83.81%. Use the drawdown chart below to compare losses from any high point for BX and 3GOL.L.


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Drawdown Indicators


BX3GOL.LDifference

Max Drawdown

Largest peak-to-trough decline

-88.09%

-83.81%

-4.28%

Max Drawdown (1Y)

Largest decline over 1 year

-44.76%

-64.85%

+20.09%

Max Drawdown (3Y)

Largest decline over 3 years

-46.50%

-64.85%

+18.35%

Max Drawdown (5Y)

Largest decline over 5 years

-49.29%

-64.85%

+15.56%

Max Drawdown (10Y)

Largest decline over 10 years

-49.29%

-64.85%

+15.56%

Current Drawdown

Current decline from peak

-39.25%

-64.57%

+25.32%

Average Drawdown

Average peak-to-trough decline

-26.41%

-60.94%

+34.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

25.16%

27.34%

-2.18%

Volatility

BX vs. 3GOL.L - Volatility Comparison

The current volatility for Blackstone Inc. (BX) is 13.69%, while WisdomTree Gold 3x Daily Leveraged (3GOL.L) has a volatility of 26.74%. This indicates that BX experiences smaller price fluctuations and is considered to be less risky than 3GOL.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BX3GOL.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.69%

26.74%

-13.05%

Volatility (6M)

Calculated over the trailing 6-month period

29.22%

70.00%

-40.78%

Volatility (1Y)

Calculated over the trailing 1-year period

35.19%

78.22%

-43.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.55%

53.24%

-13.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.76%

47.88%

-12.12%

Dividends

BX vs. 3GOL.L - Dividend Comparison

BX's dividend yield for the trailing twelve months is around 4.33%, while 3GOL.L has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
3GOL.L
WisdomTree Gold 3x Daily Leveraged
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BX
Blackstone Inc.
4.33%3.04%2.00%2.54%6.66%2.76%2.95%3.43%8.12%7.25%6.14%11.76%

Frequently Asked Questions


BX and 3GOL.L have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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