Performance analysis of Blackstone (BX)
Annual Return
Over the past 3 years, BX has had an average annual return of +12.34%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, BX has had an average annual return of +8.12%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, BX has had an average annual return of +21.31%, outperforming the benchmark SPY, which returned +15.53% annual.
Since Jun 22, 2007, BX has had an average annual return of +12.31%, outperforming the benchmark SPY, which returned +10.93% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -23.86% | -7.85% | +35.05% | +82.72% | -39.97% | +107.08% | +19.86% | +96.28% | +0.15% | +27.28% | -1.53% | -3.22% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +13.98% | +113.63% | +15.42% | +2.96% | +12.72% | +115.66% | -67.38% | -36.00% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -7.60% | -19.50% | +1.43% | +9.21% | -5.98% | -1.72% | -23.86% | ||||||
| 2025 | +2.72% | -8.23% | -13.27% | -5.12% | +5.35% | +7.80% | +15.63% | -0.30% | -0.32% | -14.17% | +0.74% | +5.27% | -7.85% |
| 2024 | -4.94% | +3.48% | +2.78% | -10.63% | +3.34% | +2.74% | +15.49% | +0.15% | +7.57% | +10.10% | +13.91% | -9.77% | +35.05% |
| 2023 | +29.34% | -4.49% | -3.26% | +2.63% | -4.13% | +8.56% | +13.56% | +1.51% | +0.72% | -13.03% | +21.68% | +16.51% | +82.72% |
| 2022 | +1.99% | -2.35% | -0.42% | -18.95% | +15.97% | -22.55% | +13.27% | -7.97% | -10.90% | +9.94% | +0.43% | -18.94% | -39.97% |
| 2021 | +3.67% | +4.43% | +7.66% | +19.83% | +4.72% | +4.82% | +19.39% | +9.07% | -7.47% | +19.92% | +2.19% | -8.53% | +107.08% |
| 2020 | +9.17% | -10.98% | -15.36% | +14.64% | +9.57% | -0.25% | -5.31% | -0.62% | -1.42% | -3.41% | +19.25% | +8.83% | +19.86% |
| 2019 | +13.05% | +0.78% | +4.73% | +13.88% | -4.08% | +17.36% | +9.06% | +3.71% | -1.85% | +8.84% | +2.93% | +3.17% | +96.28% |
| 2018 | +14.15% | -4.58% | -6.03% | -2.03% | +3.17% | +0.75% | +10.33% | +5.70% | +3.17% | -13.31% | +4.23% | -11.62% | +0.15% |
| 2017 | +13.32% | -2.09% | +0.54% | +6.76% | +6.62% | +1.43% | +1.90% | -2.15% | +1.95% | +1.07% | -4.71% | +0.95% | +27.28% |
Drawdown analysis of Blackstone (BX)
The maximum drawdown for the BX was -87.63%, occurring on Feb 26, 2009. Recovery took 1152 trading sessions.
The current BX drawdown is -39.22%.
Since Jun 22, 2007 BX has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 5 times
- 30% or more: 5 times
- 20% or more: 6 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -87.63% | Jun 22, 2007 | 423 | Feb 26, 2009 | 1152 | Sep 24, 2013 | 1575 |
| -49.26% | Nov 29, 2021 | 272 | Dec 28, 2022 | 387 | Jul 16, 2024 | 659 |
| -46.52% | Nov 22, 2024 | 323 | Mar 12, 2026 | Ongoing | Ongoing | Ongoing |
| -44.05% | Feb 11, 2020 | 28 | Mar 23, 2020 | 184 | Dec 11, 2020 | 212 |
| -42.52% | May 18, 2015 | 186 | Feb 11, 2016 | 490 | Jan 23, 2018 | 676 |
| -29.06% | Sep 24, 2018 | 60 | Dec 19, 2018 | 82 | Apr 18, 2019 | 142 |
| -18.54% | Jul 23, 2014 | 60 | Oct 16, 2014 | 66 | Jan 22, 2015 | 126 |
| -18.04% | Mar 10, 2014 | 43 | May 9, 2014 | 48 | Jul 18, 2014 | 91 |
| -17.84% | Sep 16, 2021 | 12 | Oct 4, 2021 | 14 | Oct 22, 2021 | 26 |
| -14.83% | Sep 13, 2019 | 17 | Oct 8, 2019 | 18 | Nov 1, 2019 | 35 |
| -14.35% | Jan 26, 2018 | 49 | Apr 9, 2018 | 62 | Jul 6, 2018 | 111 |
| -10.65% | Jul 23, 2024 | 11 | Aug 7, 2024 | 24 | Sep 11, 2024 | 35 |
| -9.60% | Jul 26, 2019 | 6 | Aug 5, 2019 | 12 | Aug 21, 2019 | 18 |
| -9.45% | May 21, 2019 | 7 | May 31, 2019 | 5 | Jun 7, 2019 | 12 |
| -8.83% | Oct 22, 2013 | 15 | Nov 12, 2013 | 11 | Nov 27, 2013 | 26 |
| -8.04% | Jan 22, 2014 | 3 | Jan 27, 2014 | 19 | Feb 24, 2014 | 22 |
| -7.04% | Sep 19, 2024 | 14 | Oct 9, 2024 | 5 | Oct 16, 2024 | 19 |
| -6.87% | Feb 9, 2021 | 17 | Mar 5, 2021 | 4 | Mar 11, 2021 | 21 |
| -6.38% | May 7, 2021 | 3 | May 12, 2021 | 7 | May 21, 2021 | 10 |
| -6.00% | Oct 4, 2013 | 3 | Oct 9, 2013 | 2 | Oct 11, 2013 | 5 |
| -5.63% | Dec 17, 2020 | 12 | Jan 6, 2021 | 10 | Jan 21, 2021 | 22 |
| -5.46% | Aug 4, 2021 | 11 | Aug 19, 2021 | 3 | Aug 24, 2021 | 14 |
| -5.18% | Mar 17, 2021 | 5 | Mar 24, 2021 | 10 | Apr 8, 2021 | 15 |
| -5.04% | Jan 23, 2020 | 7 | Feb 3, 2020 | 3 | Feb 6, 2020 | 10 |
| -4.73% | Nov 9, 2021 | 1 | Nov 10, 2021 | 6 | Nov 18, 2021 | 7 |