Blackstone Inc. (BX): analysis and statistics
Return, volatility, Sharpe ratio and risk for Blackstone Inc., an S&P 500 component in the Financials sector. Data as of 2026-07-30.
| Last close price | $128.05 |
| Sector (GICS) | Financials |
| Annualized return (3.0 yr) | +10.05% |
| Total return over period | +33.06% |
| Annualized volatility | 34.95% |
| Sharpe ratio | 0.18 |
| Sortino ratio | 0.26 |
| Max drawdown | -46.50% |
| CVaR 95% (avg. loss, worst 5% of days) | -5.08% |
| Correlation with the S&P 500 | 0.65 |
| Period range | $83.01 – $189.12 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Blackstone Inc. (BX) has posted an annualized return of +10.05% with annual volatility of 34.95%, a Sharpe ratio of 0.18. Its worst stretch (max drawdown from a peak) was -46.50%. Its correlation with the S&P 500 is 0.65, which means it moves moderately in step with the index.
These are historical, realized metrics, not projections: they describe how the stock behaved, not how it will behave going forward. To see how BX would fit inside an optimized portfolio alongside other S&P 500 stocks, try the optimizer.
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