Blackstone Inc. (BX) Stock Total Returns

Growth of $10,000 chart

2021-04-21 to 2026-04-21
to
$
%
%
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Investment Performance

Final Value
$18,336
Total Return
83.36%
CAGR
12.89%
Dividends
$2,737.50
Yield on Cost
27.38%

Rolling Returns

1-Month (21 Trading Days)
Average+1.32%
Median+1.83%
Best+31.51%
Worst-25.93%
% of Windows Positive54.7%
1-Year (252 Trading Days)
Average+13.20%
Median+14.67%
Best+93.34%
Worst-43.43%
% of Windows Positive61.6%
3-Year (756 Trading Days)
Average+55.95%
Median+46.67%
Best+141.83%
Worst+1.78%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -49.72%
Average Drawdown -20.25%
Drawdown Duration 662 Trading Days
Sortino Ratio 0.73
Calmar Ratio 0.26
CVaR (5%) -5.53%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -15.88% (-43.39% ann.) $1587.96 $96.67 $19.33 $0.15
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 – April 21, 2026 -13.91% -9.00% $1390.73 $461.07 $92.21 $0.74

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%
Total 73 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-04-30 $102.10 $20.42 $0.16 0.9212
2021-07-30 $87.81 $17.56 $0.14 0.6082
2021-10-29 $137.39 $27.48 $0.22 0.7925
2022-02-04 $183.92 $36.78 $0.29 1.1103
2022-04-29 $168.89 $33.78 $0.27 1.3276
2022-07-29 $164.18 $32.84 $0.26 1.2842
2022-10-28 $117.51 $23.50 $0.19 1.0068
2023-02-03 $119.73 $23.95 $0.19 0.9841
2023-04-28 $108.69 $21.74 $0.17 0.9715
2023-07-28 $105.48 $21.10 $0.17 0.8017
2023-10-27 $107.46 $21.49 $0.17 0.9574
2024-02-02 $127.17 $25.43 $0.20 0.8164
2024-04-26 $112.96 $22.59 $0.18 0.7363
2024-07-29 $112.20 $22.44 $0.18 0.6354
2024-10-28 $118.23 $23.65 $0.19 0.5553
2025-02-10 $198.76 $39.75 $0.32 0.9412
2025-04-28 $129.24 $25.85 $0.21 0.7725
2025-08-04 $143.93 $28.79 $0.23 0.6740
2025-11-03 $181.14 $36.23 $0.29 1.0014
2026-02-09 $210.71 $42.14 $0.34 1.2801
Total $2737.50 $547.50 $4.37 18.1782

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.

RRX

CAGR 12.27% Total 20603.07% Final $2,070,307
1980-03-17 — 2026-04-21
BBT

CAGR 5.84% Total 333.03% Final $43,303
2000-06-28 — 2026-04-21
HTLD

CAGR 9.64% Total 3680.02% Final $378,002
1986-11-05 — 2026-04-21