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BX: Blackstone Group Inc (STOCK)
Basic Info 123.64 0.53(0.43%) May 24
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/22/2007 |
Last Dividend Date: | 04/26/2024 |
12-Mo. Yield | 4.01% |
Expenses | - |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/22/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.6 | -4.2 | 53.3 | 14.8 | 29.3 | 20.9 | 23.9 | 13.8 | 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 | -0.36 | 1.67 | 0.36 | 0.69 | 0.6 | NA | 0.29 | 2.28 | -0.77 | 3.63 | 0.37 | 3.84 | 0.11 | 1.01 | -0.05 | -0.17 | 0.59 | 3.82 | 0.56 | 0.07 | 0.34 | 1.35 | -0.75 | -1.41 |
Draw Down(%) | NA | 11.1 | 21.5 | 49.3 | 49.3 | 49.3 | NA | 87.6 | 21.5 | 45.2 | 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 | 28.9 | 30.5 | 41.0 | 41.1 | 34.6 | NA | 45.1 | 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 | -0.07 | 0.31 | 0.08 | 0.2 | 0.15 | NA | 0.09 | 0.44 | -0.23 | 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 | -0.54 |
Alpha | NA | -0.18 | 0.03 | 0.03 | 0.05 | 0.03 | NA | 0.03 | 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 | 1.51 | 1.63 | 1.75 | 1.46 | 1.39 | NA | 1.44 | 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 | 0.36 | 0.38 | 0.54 | 0.57 | 0.51 | NA | 0.42 | 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 | 1.4 | 4.0 | 4.3 | 8.1 | 9.6 | 20.1 | N/A | 4.4 | 4.0 | 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 | -46.7 | -15.4 | 47.3 | 32.6 | N/A | N/A | N/A | -33.7 | 40.3 | 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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