Blackstone Inc. (BX): analysis and statistics
Return, volatility, Sharpe ratio and risk for Blackstone Inc., a component of the S&P 500 in the Financials. Data as of 2026-10-29.
| Last close price | $117.06 |
| Sector (GICS) | Financials |
| Annualized return (3.0 yr) | +12.21% |
| Total return over period | +41.01% |
| Annualized volatility | 35.56% |
| Period volatility | 61.42% |
| Period T-bill | 12.40% |
| Sharpe ratio | 0.47 |
| Sortino ratio | 0.68 |
| Max drawdown | -46.50% |
| CVaR 95% (avg. loss, worst 5% of days) | -5.00% |
| Correlation with the S&P 500 | 0.63 |
| Period range | $85.55 – $189.12 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Blackstone Inc. (BX) has posted an annualized return of +12.21% with annual volatility of 35.56%, a Sharpe ratio of 0.47. Its worst stretch (max drawdown from a peak) was -46.50%. Its correlation with the S&P 500 is 0.63, 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 stocks, try the optimizer.
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Is it part of the S&P 500?
Yes, Blackstone Inc. (BX) is of the S&P 500.
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