Blackstone Inc. (BX) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$13,691
Total Return
36.91%
CAGR
6.49%
Dividends
$2,418.65
Yield on Cost
24.19%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.18% |
| Median | +1.21% |
| Best | +31.51% |
| Worst | -25.93% |
| % of Windows Positive | 53.4% |
1-Year (252 Trading Days)
| Average | +12.13% |
| Median | +11.77% |
| Best | +93.34% |
| Worst | -43.43% |
| % of Windows Positive | 58.8% |
3-Year (756 Trading Days)
| Average | +56.01% |
| Median | +46.98% |
| Best | +141.83% |
| Worst | +1.78% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -49.72% |
| Average Drawdown | -21.12% |
| Drawdown Duration | 662 Trading Days |
| Sortino Ratio | 0.51 |
| Calmar Ratio | 0.13 |
| CVaR (5%) | -5.55% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -27.26% (-53.00% ann.) | $2726.38 | $172.60 | $34.52 | $0.28 |
| 2025 | -8.41% | $840.70 | $274.41 | $54.88 | $0.44 |
| 2024 | +34.37% | +$3436.96 | $265.68 | $53.14 | $0.43 |
| 2023 | +81.45% | +$8144.82 | $452.17 | $90.43 | $0.72 |
| 2022 | -40.52% | $4052.39 | $386.61 | $77.32 | $0.62 |
| 2021 | +105.57% | +$10556.83 | $558.09 | $111.62 | $0.89 |
| 2020 | +19.04% | +$1904.22 | $344.80 | $68.96 | $0.55 |
| 2019 | +94.53% | +$9452.61 | $653.97 | $130.79 | $1.05 |
| 2018 | -1.30% | $130.09 | $772.10 | $154.42 | $1.24 |
| 2017 | +25.46% | +$2546.11 | $877.02 | $175.40 | $1.40 |
| 2016 | -2.76% | $276.41 | $578.04 | $115.61 | $0.93 |
| 2015 | -6.42% | $642.02 | $879.52 | $175.90 | $1.41 |
| 2014 | +12.63% | +$1262.86 | $620.40 | $124.08 | $0.99 |
| 2013 | +111.26% | +$11126.48 | $770.65 | $154.13 | $1.25 |
| 2012 | +14.57% | +$1457.07 | $374.97 | $74.98 | $0.62 |
| 2011 | +2.62% | +$261.62 | $514.77 | $102.95 | $0.85 |
| 2010 | +11.74% | +$1173.82 | $462.53 | $92.50 | $0.71 |
| 2009 | +112.62% | +$11261.55 | $1406.62 | $281.32 | $2.25 |
| 2008 | -68.02% | $6802.07 | $554.08 | $110.80 | $0.88 |
| 2007 partial | -36.18% (-57.44% ann.) | $3617.55 | $85.57 | $17.11 | $0.14 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | June 22, 2007 – October 9, 2007 | -18.85% | -50.34% | $1885.34 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -78.55% | -66.37% | $7854.94 | $537.29 | $107.44 | $0.86 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +167.09% | +33.78% | +$16709.13 | $4555.52 | $911.06 | $7.33 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +566.59% | +28.49% | +$56659.48 | $13460.20 | $2692.01 | $21.57 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -42.29% | -99.81% | $4228.98 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +42.24% | +76.28% | +$4223.65 | $327.82 | $65.56 | $0.52 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +173.55% | +159.79% | +$17354.93 | $645.43 | $129.09 | $1.03 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -34.01% | -35.68% | $3400.84 | $353.65 | $70.73 | $0.56 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +56.50% | +27.33% | +$5649.77 | $582.75 | $116.55 | $0.93 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – June 3, 2026 | -25.56% | -15.89% | $2555.84 | $538.78 | $107.76 | $0.86 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2007-11-28 | $0.2944 | 1.44% |
| 2008-03-27 | $0.2944 | 1.86% |
| 2008-05-28 | $0.2944 | 1.59% |
| 2008-08-27 | $0.2944 | 1.74% |
| 2008-11-25 | $0.2944 | 4.67% |
| 2009-05-27 | $0.2944 | 2.62% |
| 2009-08-27 | $0.2944 | 2.29% |
| 2009-11-25 | $0.2944 | 2.14% |
| 2010-03-11 | $0.2944 | 2.02% |
| 2010-05-12 | $0.0981 | 0.77% |
| 2010-08-11 | $0.0981 | 0.91% |
| 2010-11-10 | $0.0981 | 0.72% |
| 2011-03-11 | $0.3140 | 1.82% |
| 2011-05-12 | $0.1963 | 1.12% |
| 2011-08-11 | $0.0981 | 0.81% |
| 2011-11-10 | $0.0981 | 0.75% |
| 2012-03-13 | $0.2159 | 1.45% |
| 2012-05-11 | $0.0981 | 0.79% |
| 2012-08-13 | $0.0981 | 0.73% |
| 2012-11-13 | $0.0981 | 0.69% |
| 2013-02-07 | $0.4122 | 2.25% |
| 2013-04-25 | $0.2944 | 1.46% |
| 2013-07-25 | $0.2257 | 0.97% |
| 2013-10-24 | $0.2257 | 0.83% |
| 2014-02-06 | $0.5692 | 1.83% |
| 2014-04-24 | $0.3435 | 1.08% |
| 2014-07-24 | $0.5397 | 1.53% |
| 2014-10-23 | $0.4318 | 1.43% |
| 2015-02-05 | $0.7655 | 2.10% |
| 2015-04-23 | $0.8734 | 2.13% |
| 2015-07-23 | $0.7262 | 1.78% |
| 2015-10-22 | $0.4900 | 1.46% |
| 2016-02-04 | $0.6100 | 2.30% |
| 2016-04-28 | $0.2800 | 0.97% |
| 2016-07-28 | $0.3600 | 1.31% |
| 2016-11-03 | $0.4100 | 1.68% |
| 2017-02-02 | $0.4700 | 1.51% |
| 2017-04-27 | $0.8700 | 2.78% |
| 2017-07-27 | $0.5400 | 1.57% |
| 2017-10-27 | $0.4400 | 1.30% |
| 2018-02-09 | $0.8500 | 2.51% |
| 2018-04-27 | $0.3500 | 1.11% |
| 2018-07-27 | $0.5800 | 1.61% |
| 2018-10-26 | $0.6400 | 1.95% |
| 2019-02-08 | $0.5800 | 1.68% |
| 2019-04-26 | $0.3700 | 0.92% |
| 2019-07-26 | $0.4800 | 0.97% |
| 2019-11-01 | $0.4900 | 0.92% |
| 2020-02-07 | $0.6100 | 0.95% |
| 2020-05-01 | $0.3900 | 0.75% |
| 2020-07-31 | $0.3700 | 0.68% |
| 2020-11-06 | $0.5400 | 0.94% |
| 2021-02-05 | $0.9600 | 1.35% |
| 2021-04-30 | $0.8200 | 0.92% |
| 2021-07-30 | $0.7000 | 0.60% |
| 2021-10-29 | $1.0900 | 0.78% |
| 2022-02-04 | $1.4500 | 1.08% |
| 2022-04-29 | $1.3200 | 1.22% |
| 2022-07-29 | $1.2700 | 1.24% |
| 2022-10-28 | $0.9000 | 0.96% |
| 2023-02-03 | $0.9100 | 0.91% |
| 2023-04-28 | $0.8200 | 0.94% |
| 2023-07-28 | $0.7900 | 0.76% |
| 2023-10-27 | $0.8000 | 0.87% |
| 2024-02-02 | $0.9400 | 0.76% |
| 2024-04-26 | $0.8300 | 0.67% |
| 2024-07-29 | $0.8200 | 0.58% |
| 2024-10-28 | $0.8600 | 0.51% |
| 2025-02-10 | $1.4400 | 0.85% |
| 2025-04-28 | $0.9300 | 0.70% |
| 2025-08-04 | $1.0300 | 0.60% |
| 2025-11-03 | $1.2900 | 0.88% |
| 2026-02-09 | $1.4900 | 1.15% |
| 2026-05-04 | $1.1600 | 0.92% |
| Total | 74 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-07-30 | $75.82 | $15.17 | $0.12 | 0.5252 |
| 2021-10-29 | $118.64 | $23.73 | $0.19 | 0.6843 |
| 2022-02-04 | $158.82 | $31.76 | $0.25 | 0.9588 |
| 2022-04-29 | $145.84 | $29.17 | $0.23 | 1.1464 |
| 2022-07-29 | $141.77 | $28.35 | $0.23 | 1.1090 |
| 2022-10-28 | $101.47 | $20.29 | $0.16 | 0.8694 |
| 2023-02-03 | $103.39 | $20.68 | $0.17 | 0.8498 |
| 2023-04-28 | $93.86 | $18.77 | $0.15 | 0.8389 |
| 2023-07-28 | $91.09 | $18.22 | $0.15 | 0.6923 |
| 2023-10-27 | $92.80 | $18.56 | $0.15 | 0.8268 |
| 2024-02-02 | $109.81 | $21.96 | $0.18 | 0.7050 |
| 2024-04-26 | $97.55 | $19.51 | $0.16 | 0.6358 |
| 2024-07-29 | $96.89 | $19.38 | $0.16 | 0.5487 |
| 2024-10-28 | $102.09 | $20.42 | $0.16 | 0.4795 |
| 2025-02-10 | $171.63 | $34.33 | $0.27 | 0.8127 |
| 2025-04-28 | $111.60 | $22.32 | $0.18 | 0.6670 |
| 2025-08-04 | $124.29 | $24.86 | $0.20 | 0.5820 |
| 2025-11-03 | $156.41 | $31.28 | $0.25 | 0.8647 |
| 2026-02-09 | $181.95 | $36.39 | $0.29 | 1.1054 |
| 2026-05-04 | $142.94 | $28.59 | $0.23 | 0.9271 |
| Total | $2418.65 | $483.73 | $3.86 | 15.8289 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.