Block, Inc. (XYZ): analysis and statistics
Return, volatility, Sharpe ratio and risk for Block, Inc., a component of the S&P 500 in the Financials sector. Data as of 2026-09-13.
| Last close price | $79.21 |
| Sector (GICS) | Financials |
| Annualized return (3.0 yr) | +13.61% |
| Total return over period | +46.28% |
| Annualized volatility | 50.10% |
| Period volatility | 86.50% |
| Sharpe ratio | 0.19 |
| Sortino ratio | 0.28 |
| Max drawdown | -52.96% |
| CVaR 95% (avg. loss, worst 5% of days) | -7.04% |
| Correlation with the S&P 500 | 0.55 |
| Period range | $39.22 – $98.92 |
| Trading days analyzed | 751 |
Over the last 3.0 years, Block, Inc. (XYZ) has posted an annualized return of +13.61% with annual volatility of 50.10%, a Sharpe ratio of 0.19. Its worst stretch (max drawdown from a peak) was -52.96%. Its correlation with the S&P 500 is 0.55, 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 XYZ 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, Block, Inc. (XYZ) is of the S&P 500.
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