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 sector. Data as of 2026-09-13.
| Last close price | $128.51 |
| Sector (GICS) | Financials |
| Annualized return (3.0 yr) | +7.52% |
| Total return over period | +24.11% |
| Annualized volatility | 35.44% |
| Period volatility | 61.19% |
| Sharpe ratio | 0.10 |
| Sortino ratio | 0.14 |
| Max drawdown | -46.50% |
| CVaR 95% (avg. loss, worst 5% of days) | -5.11% |
| Correlation with the S&P 500 | 0.65 |
| Period range | $83.01 – $189.12 |
| Trading days analyzed | 751 |
Over the last 3.0 years, Blackstone Inc. (BX) has posted an annualized return of +7.52% with annual volatility of 35.44%, a Sharpe ratio of 0.10. 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 stocks, try the optimizer.
Optimize a portfolio with BX →
Other Financials stocks
Is it part of the S&P 500?
Yes, Blackstone Inc. (BX) is of the S&P 500.
What is the Sharpe ratio? · How to optimize an investment portfolio