Blackstone Inc. (BX) Total Return CAGR:-6.71%(TTM)
Over the latest trailing 12-month period, Blackstone Inc. (BX)'s total return cagr is -6.71%. The comparable SPY value is +26.75%. Year-to-date total return is -18.01%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Blackstone Inc.'s Total Return CAGR averages 14.19% over 3 years and 8.79% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of Blackstone Inc.'s investment performance.
BX Total Return CAGR Chart
Blackstone Inc. (BX)
BX Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
BX Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 1171.89 | 960.78 | -211.10 | -18.01% | -18.01% |
| 2025 | 1271.67 | 1171.89 | -99.78 | -7.85% | -7.85% |
| 2024 | 941.63 | 1271.67 | +330.04 | +35.05% | +35.05% |
| 2023 | 515.33 | 941.63 | +426.30 | +82.72% | +82.72% |
| 2022 | 858.53 | 515.33 | -343.19 | -39.97% | -39.97% |
| 2021 | 414.58 | 858.53 | +443.95 | +107.08% | +107.08% |
| 2020 | 345.89 | 414.58 | +68.68 | +19.86% | +19.86% |
| 2019 | 176.22 | 345.89 | +169.68 | +96.29% | +96.29% |
| 2018 | 175.95 | 176.22 | +0.27 | +0.15% | +0.15% |
| 2017 | 138.24 | 175.95 | +37.71 | +27.28% | +27.28% |
| 2016 | 140.39 | 138.24 | -2.14 | -1.53% | -1.53% |
| 2015 | 147.72 | 140.39 | -7.33 | -4.96% | -4.96% |
| 2014 | 129.58 | 147.72 | +18.14 | +14.00% | +14.00% |
| 2013 | 60.64 | 129.58 | +68.94 | +113.68% | +113.68% |
| 2012 | 52.54 | 60.64 | +8.10 | +15.42% | +15.42% |
| 2011 | 50.75 | 52.54 | +1.79 | +3.52% | +3.52% |
| 2010 | 45.02 | 50.75 | +5.73 | +12.73% | +12.73% |
| 2009 | 20.89 | 45.02 | +24.13 | +115.49% | +115.49% |
| 2008 | 63.99 | 20.89 | -43.10 | -67.35% | -67.35% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 961 | +15.6% | -10.7% |
| Q1 2026 | 831 | -29.4% | -19.1% |
| Q4 2025 | 1,177 | -10.9% | -7.3% |
| Q3 2025 | 1,321 | +22.9% | +17.3% |
| Q2 2025 | 1,075 | +4.7% | +18.5% |
| Q1 2025 | 1,027 | -19.0% | +7.9% |
| Q4 2024 | 1,269 | +12.7% | +35.0% |
| Q3 2024 | 1,126 | +24.1% | +46.0% |
| Q2 2024 | 908 | -4.6% | +40.5% |
| Q1 2024 | 952 | +1.3% | +58.3% |
| Q4 2023 | 940 | +21.8% | +80.6% |
| Q3 2023 | 772 | +19.4% | +32.8% |
| Q2 2023 | 646 | +7.5% | +0.3% |
| Q1 2023 | 601 | +15.5% | -29.4% |
| Q4 2022 | 520 | -10.5% | -40.3% |
| Q3 2022 | 581 | -9.8% | -29.4% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
About Blackstone Inc.
Blackstone Inc. operates as a prominent alternative asset manager, specializing in a broad spectrum of investment strategies. Its expertise encompasses real estate, private equity, credit solutions, comprehensive hedge fund offerings, public debt and equity, multi-asset class approaches, and secondary funds of funds. While often backing nascent businesses, the firm also extends its services to capital markets. Its real estate division targets diverse opportunities: high-potential opportunistic ventures, core-plus assets, and stable, income-generating commercial properties. Additionally, it engages in debt investments secured by commercial real estate. These activities span North America, Europe, and Asia. Blackstone's global private equity arm executes varied transactions, including substantial buyouts, mid-market acquisitions, special situations, and distressed mortgage loans. They also manage "buy and build" platforms, which involve consolidating multiple acquisitions under a single management team, alongside growth equity and development projects, often taking significant majority stakes or minority positions in operating companies. The scope of its investments covers sectors like shipping, real estate, corporate and consumer debt, and greenfield alternative energy projects in energy, power, and property development. The firm actively seeks opportunities in dislocated markets, shipping, financial institution breakups, reinsurance, and initiatives aimed at improving freight mobility. Key industry focuses further include financial services, healthcare, life sciences, enterprise technology, and consumer goods, including consumer tech. Beyond these, it actively explores investment prospects across Asia and Latin America, typically maintaining a three-year investment period for its ventures. The hedge fund business provides a broad range of commingled and customized fund solutions. Concurrently, its credit division concentrates on loans and securities issued by non-investment grade entities. These span the entire capital structure, encompassing senior debt, subordinated debt, preferred stock, and common equity. Established in 1985, Blackstone Inc. is headquartered in New York City, with a significant global presence through additional offices throughout Asia, Europe, and North America.
- Sector
- Financial Services
- Industry
- Asset Management
- CEO
- Stephen Allen Schwarzman