Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BX (Blackstone Inc.) | -21.47% | -11.46% | 15.01% | 8.57% | 21.12% | 19.86% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/22/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BX (Blackstone Inc.) | 06/22/2007 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.08 | -11.46 | 15.01 | 8.57 | 21.12 | 19.86 | NA | … | … | -21.47 | -7.84 | 35.07 | 82.75 | -40.01 | 107.11 | 19.78 | 96.33 | 4.21 | 19.70 | -1.53 | -4.82 | 14.13 | 113.84 | 15.50 | 3.61 | 12.83 | 116.13 | -67.33 | -35.98 |
| Sharpe Ratio | NA | -0.46 | 0.32 | 0.15 | 0.54 | NA | NA | … | … | -1.20 | -0.29 | 1.09 | 2.30 | -0.78 | 3.63 | 0.37 | 3.83 | 0.11 | 1.01 | -0.05 | -0.17 | 0.59 | 3.82 | 0.56 | 0.07 | 0.34 | 1.35 | -0.75 | -1.42 |
| Standard Deviation(%) | NA | 33.53 | 34.33 | 39.12 | 35.70 | NA | NA | … | … | 40.85 | 37.71 | 28.84 | 34.74 | 53.60 | 29.46 | 52.55 | 24.74 | 25.84 | 18.90 | 34.59 | 28.62 | 23.97 | 29.78 | 27.58 | 49.15 | 37.19 | 85.87 | 90.80 | 42.43 |
| Draw Down(%) | NA | 44.76 | 46.50 | 49.29 | 49.29 | NA | NA | … | … | 36.82 | 35.15 | 15.14 | 21.48 | 45.28 | 19.59 | 44.05 | 14.83 | 29.07 | 9.77 | 21.22 | 33.32 | 18.51 | 15.61 | 29.74 | 40.83 | 39.23 | 52.14 | 77.83 | 41.24 |
| Yield(%) | 0.00 | 3.58 | 4.83 | 4.47 | 12.43 | 17.17 | 6.45 | … | … | 1.67 | 2.70 | 2.69 | 4.36 | 3.90 | 5.67 | 3.42 | 6.39 | 11.25 | 8.25 | 5.73 | 8.66 | 6.26 | 7.43 | 3.62 | 4.97 | 4.46 | 12.86 | 5.63 | 0.87 |
Data as of 06/04/2026, Common starting date is 06/22/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BX (Blackstone Inc.) |
-18.22%
Aug 2007 – Aug 2010 |
-4.95%
Sep 2007 – Sep 2012 |
9.13%
Oct 2007 – Oct 2017 |
14.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BX (Blackstone Inc.) |
69.84%
Oct 2018 – Oct 2021 |
56.53%
Jan 2009 – Jan 2014 |
33.45%
Nov 2011 – Nov 2021 |
31.56%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart