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BX: Blackstone Inc. (STOCK)
Basic Info 118.48 1.81(1.50%) June 10
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/22/2007 |
| Last Dividend Date: | 05/04/2026 |
| 12-Mo. Yield | 3.61% |
| Expenses | - |
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Performance Analytics (As of 06/09/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/22/2007 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 7.4 | -21.5 | -14.1 | 14.2 | 8.3 | 21.4 | 19.6 | 12.4 | -7.8 | 35.1 | 82.7 | -40.0 | 107.1 | 19.8 | 96.3 | 4.2 | 19.7 | -1.5 | -4.8 | 14.1 | 113.8 | 15.5 | 3.6 | 12.8 | 116.1 | -67.3 | -36.0 |
| Sharpe Ratio | NA | -1.17 | -0.46 | 0.31 | 0.14 | 0.54 | NA | 0.25 | -0.29 | 1.09 | 2.3 | -0.78 | 3.63 | 0.37 | 3.83 | 0.11 | 1.01 | -0.05 | -0.17 | 0.59 | 3.82 | 0.56 | 0.07 | 0.34 | 1.35 | -0.75 | -1.42 |
| Draw Down(%) | NA | 36.8 | 44.8 | 46.5 | 49.3 | 49.3 | NA | 87.6 | 35.2 | 15.1 | 21.5 | 45.3 | 19.6 | 44.0 | 14.8 | 29.1 | 9.8 | 21.2 | 33.3 | 18.5 | 15.6 | 29.7 | 40.8 | 39.2 | 52.1 | 77.8 | 41.2 |
| Standard Deviation(%) | NA | 42.2 | 34.7 | 34.6 | 39.3 | 35.8 | NA | 44.2 | 37.7 | 28.8 | 34.7 | 53.6 | 29.5 | 52.6 | 24.7 | 25.8 | 18.9 | 34.6 | 28.6 | 24.0 | 29.8 | 27.6 | 49.2 | 37.2 | 85.9 | 90.8 | 42.4 |
| Treynor Ratio | NA | -0.3 | -0.11 | 0.07 | 0.03 | 0.14 | NA | 0.08 | -0.07 | 0.23 | 0.44 | -0.24 | 0.8 | 0.15 | 0.82 | 0.03 | 0.13 | -0.01 | -0.04 | 0.11 | 0.66 | 0.13 | 0.02 | 0.09 | 0.65 | -0.52 | -0.55 |
| Alpha | NA | -0.34 | -0.16 | -0.04 | -0.02 | 0.02 | NA | 0.02 | -0.11 | 0.02 | 0.1 | -0.02 | 0.17 | 0.01 | 0.15 | 0.04 | -0.03 | -0.07 | -0.02 | 0.0 | 0.12 | 0.0 | 0.03 | -0.01 | 0.26 | -0.08 | -0.3 |
| Beta | NA | 1.64 | 1.44 | 1.54 | 1.66 | 1.41 | NA | 1.45 | 1.54 | 1.36 | 1.81 | 1.77 | 1.33 | 1.28 | 1.16 | 0.96 | 1.44 | 1.81 | 1.21 | 1.28 | 1.72 | 1.17 | 1.76 | 1.46 | 1.8 | 1.32 | 1.1 |
| RSquared | NA | 0.3 | 0.26 | 0.44 | 0.51 | 0.51 | NA | 0.42 | 0.59 | 0.36 | 0.47 | 0.63 | 0.35 | 0.71 | 0.34 | 0.41 | 0.26 | 0.47 | 0.43 | 0.37 | 0.41 | 0.29 | 0.7 | 0.5 | 0.31 | 0.35 | 0.25 |
| Yield(%) | N/A | 1.7 | 3.5 | 4.6 | 4.5 | 12.7 | 16.7 | N/A | 2.7 | 2.7 | 4.4 | 3.9 | 5.7 | 3.4 | 6.4 | 11.3 | 8.3 | 5.7 | 8.7 | 6.3 | 7.4 | 3.6 | 5.0 | 4.5 | 12.9 | 5.6 | 0.9 |
| Dividend Growth(%) | N/A | -43.5 | 22.7 | 11.0 | 68.6 | N/A | N/A | N/A | 35.9 | 3.9 | -32.8 | 38.4 | 86.9 | -0.5 | -47.5 | 57.8 | 39.8 | -42.8 | 51.0 | 62.7 | 126.9 | -27.8 | 20.0 | -33.3 | -25.0 | 300.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/22/2007
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