Performance analysis of BGX (Blackstone Long-Short Credit Income Fund)
Annual Return
Over the past 3 years, BGX has had an average annual return of +10.06%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, BGX has had an average annual return of +3.44%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, BGX has had an average annual return of +6.32%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jan 27, 2011, BGX has had an average annual return of +4.47%, underperforming the benchmark SPY, which returned +14.13% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -4.33% | +2.08% | +19.78% | +18.92% | -20.57% | +17.54% | -5.54% | +24.98% | -4.14% | +7.28% | +30.09% | -6.16% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| -6.84% | +2.42% | +17.89% | -9.62% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.20% | -5.12% | +1.22% | +1.75% | -0.36% | -0.55% | -4.33% | ||||||
| 2025 | +4.02% | -1.74% | -1.45% | -1.23% | +0.79% | +3.11% | +1.97% | +0.12% | -3.37% | -1.08% | +1.64% | -0.47% | +2.08% |
| 2024 | +4.90% | +1.70% | +2.52% | -0.20% | +4.15% | -0.36% | +3.68% | +2.39% | -0.70% | -0.46% | +2.71% | -1.87% | +19.78% |
| 2023 | +8.56% | -0.98% | -3.93% | +0.98% | -0.00682% | +5.79% | +3.13% | +0.56% | +1.83% | -2.97% | +2.52% | +2.61% | +18.92% |
| 2022 | -1.91% | -4.19% | -1.64% | -2.97% | -4.67% | -5.79% | +5.75% | -0.02% | -8.48% | +1.35% | +4.08% | -3.41% | -20.57% |
| 2021 | +2.53% | +2.27% | +1.66% | +1.28% | +1.84% | +5.43% | -3.56% | +1.72% | +3.99% | +1.48% | -1.89% | -0.16% | +17.54% |
| 2020 | +2.11% | -8.00% | -26.88% | +7.52% | +5.41% | +3.75% | +3.43% | +2.51% | +3% | -2.61% | +6.91% | +2.84% | -5.54% |
| 2019 | +8.59% | +5.63% | -1.63% | +3.52% | -2.72% | +4.38% | +2.30% | +0.44% | +0.12% | -4.59% | +2.06% | +5.22% | +24.98% |
| 2018 | +0.44% | +0.77% | +1.71% | +1.99% | +2.75% | -1.13% | +1.66% | -0.71% | -1.88% | -2.62% | -3.15% | -3.79% | -4.14% |
| 2017 | +1.14% | +2.63% | -1.44% | +3.20% | +0.44% | -1.31% | +1.02% | -1.34% | +1.92% | +1.44% | -1.39% | +0.90% | +7.28% |
Drawdown analysis of BGX (Blackstone Long-Short Credit Income Fund)
The maximum drawdown for the BGX was -47.40%, occurring on Mar 18, 2020. Recovery took 312 trading sessions.
The current BGX drawdown is -7.99%.
Since Jan 27, 2011 BGX has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.40% | Feb 20, 2020 | 19 | Mar 18, 2020 | 312 | Jun 14, 2021 | 331 |
| -25.94% | Nov 16, 2021 | 229 | Oct 14, 2022 | 359 | Mar 21, 2024 | 588 |
| -24.82% | Apr 17, 2013 | 712 | Feb 12, 2016 | 160 | Sep 30, 2016 | 872 |
| -16.56% | Aug 28, 2018 | 80 | Dec 21, 2018 | 74 | Apr 10, 2019 | 154 |
| -16.23% | May 18, 2011 | 88 | Sep 22, 2011 | 217 | Aug 2, 2012 | 305 |
| -14.10% | Dec 13, 2024 | 76 | Apr 7, 2025 | 66 | Jul 14, 2025 | 142 |
| -12.43% | Sep 5, 2025 | 125 | Mar 6, 2026 | Ongoing | Ongoing | Ongoing |
| -8.30% | Oct 22, 2012 | 16 | Nov 15, 2012 | 52 | Feb 1, 2013 | 68 |
| -7.51% | Sep 11, 2019 | 34 | Oct 29, 2019 | 50 | Jan 10, 2020 | 84 |
| -6.25% | Jul 7, 2021 | 8 | Jul 19, 2021 | 51 | Sep 29, 2021 | 59 |
| -4.68% | May 6, 2019 | 19 | Jun 3, 2019 | 7 | Jun 12, 2019 | 26 |
| -4.57% | Oct 23, 2017 | 15 | Nov 13, 2017 | 50 | Jan 26, 2018 | 65 |
| -4.12% | Oct 26, 2016 | 11 | Nov 10, 2016 | 10 | Nov 25, 2016 | 21 |
| -3.99% | Jul 24, 2019 | 9 | Aug 6, 2019 | 10 | Aug 20, 2019 | 19 |
| -3.91% | Aug 1, 2024 | 2 | Aug 5, 2024 | 8 | Aug 15, 2024 | 10 |
| -3.67% | Sep 25, 2024 | 17 | Oct 18, 2024 | 26 | Nov 25, 2024 | 43 |
| -3.61% | May 24, 2017 | 25 | Jun 29, 2017 | 65 | Oct 2, 2017 | 90 |
| -2.85% | Apr 8, 2011 | 11 | Apr 26, 2011 | 16 | May 18, 2011 | 27 |
| -2.75% | Apr 23, 2018 | 8 | May 3, 2018 | 11 | May 18, 2018 | 19 |
| -2.68% | Mar 10, 2011 | 6 | Mar 18, 2011 | 9 | Mar 31, 2011 | 15 |
| -2.64% | Jun 12, 2018 | 14 | Jul 2, 2018 | 15 | Jul 24, 2018 | 29 |
| -2.45% | Feb 20, 2013 | 17 | Mar 15, 2013 | 8 | Mar 27, 2013 | 25 |
| -2.37% | Mar 3, 2017 | 4 | Mar 9, 2017 | 23 | Apr 11, 2017 | 27 |
| -2.33% | Aug 20, 2019 | 6 | Aug 28, 2019 | 4 | Sep 4, 2019 | 10 |
| -2.26% | Apr 11, 2019 | 9 | Apr 25, 2019 | 3 | Apr 30, 2019 | 12 |