In the past 12 months (February 24, 2025 to February 24, 2026), BX returned -23.36% versus 16.44% for the S&P 500 (SPY) and 17.52% for Nasdaq 100 (QQQ).
In the past 5 years (February 25, 2021 to February 24, 2026), BX returned 101.82% versus 92.58% for the S&P 500 (SPY) and 100.23% for Nasdaq 100 (QQQ). $1 invested in BX in 2021 became $2.02 in 2026.
In the past 10 years (February 29, 2016 to February 24, 2026), BX had an annualized return of 21.52% versus 15.41% for the S&P 500 (SPY) and 20.38% for Nasdaq 100 (QQQ). $1 invested in BX in 2016 became $7.01 in 2026.
Since June 2007 (June 22, 2007 to February 24, 2026) BX had an annualized return of 12.47% versus 10.48% for the S&P 500 (SPY) and 15.56% for Nasdaq 100 (QQQ). $1 invested in BX in 2007 became $9.00 in 2026.
Ticker
Company Name
Total Returns
$1 turns into
Annualized Returns
Annualized Volatility
Sharpe Ratio
BX
Blackstone Inc.
799.61%
$9.00
12.47%
44.49%
0.28
SPY
SPDR S&P 500 ETF Trust
543.89%
$6.44
10.48%
19.87%
0.53
QQQ
Invesco QQQ Trust, Series 1
1392.44%
$14.92
15.56%
22.38%
0.70
Returns adjusted for splits and dividends.
Period start date is the earliest common trading day in the selected time period across all tickers.