Block, Inc. (XYZ): analysis and statistics
Return, volatility, Sharpe ratio and risk for Block, Inc., an S&P 500 component in the Financials sector. Data as of 2026-07-30.
| Last close price | $82.61 |
| Sector (GICS) | Financials |
| Annualized return (3.0 yr) | +0.86% |
| Total return over period | +2.59% |
| Annualized volatility | 50.53% |
| Sharpe ratio | -0.06 |
| Sortino ratio | -0.08 |
| Max drawdown | -52.96% |
| CVaR 95% (avg. loss, worst 5% of days) | -7.26% |
| Correlation with the S&P 500 | 0.55 |
| Period range | $39.22 – $98.92 |
| Trading days analyzed | 752 |
Over the last 3.0 years, Block, Inc. (XYZ) has posted an annualized return of +0.86% with annual volatility of 50.53%, a negative Sharpe ratio: over this period it did not beat the risk-free Treasury rate. 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 S&P 500 stocks, try the optimizer.
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