(BX) Blackstone - Performance 8% in 12m
Compare BX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
81.29%
#27 in Group
Rel. Strength
66.54%
#2592 in Universe
Total Return 12m
7.95%
#93 in Group
Total Return 5y
240.28%
#20 in Group
P/E 40.5
94th Percentile in Group
P/E Forward 25.0
88th Percentile in Group
PEG 1.80
56th Percentile in Group
FCF Yield 1.94%
66th Percentile in Group
12m Total Return: BX (8%) vs XLF (16.3%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-14.3% | 5.85% | 385% | 14.9 | 13.1 | 0.99 | 33.8% | 30.6% |
| BCSF NYSE Bain Capital Specialty |
-10.3% | 14.8% | 280% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-12.3% | 22.4% | 352% | 6.83 | 6.08 | 1.25 | 82.9% | 18.1% |
| PFLT NYSE PennantPark Floating Rate |
-1.11% | 10.1% | 303% | 8.34 | 8.61 | 0.27 | 23.5% | 3.93% |
| APO NYSE Apollo Global Management |
-14.6% | 11.2% | 293% | 18.7 | 16.4 | 1.37 | 22.1% | -4.44% |
| PNNT NYSE PennantPark Investment |
-1.36% | 16.8% | 349% | 8.4 | 8.55 | 0.28 | -37.9% | -19.4% |
| TSLX NYSE Sixth Street Specialty |
-4.42% | 14.3% | 217% | 11.1 | 10.5 | 1.27 | -35.1% | -6.83% |
| FHI NYSE Federated Investors |
2.04% | 15.8% | 165% | 12.8 | 10.1 | 1.94 | 45.6% | 9.29% |
Performance Comparison: BX vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BX
| Total Return (including Dividends) | BX | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -16.04% | -7.49% | -7.79% |
| 3 Months | -23.69% | -1.50% | -9.06% |
| 12 Months | 7.95% | 16.29% | 4.64% |
| 5 Years | 240.28% | 148.74% | 117.94% |
| Trend Score (consistency of price movement) | BX | XLF | S&P 500 |
| 1 Month | 4.90% | 58.6% | -5.5% |
| 3 Months | -86.6% | -8.5% | -61.9% |
| 12 Months | 76.5% | 92.9% | 82.8% |
| 5 Years | 79.5% | 75.3% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #179 | -9.24% | -8.95% |
| 3 Month | #176 | -22.5% | -16.1% |
| 12 Month | #93 | -7.17% | 3.16% |
| 5 Years | #20 | 36.8% | 56.1% |
FAQs
Does BX Blackstone outperforms the market?
No,
over the last 12 months BX made 7.95%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months BX made -23.69%, while XLF made -1.50%.
Over the last 3 months BX made -23.69%, while XLF made -1.50%.
Performance Comparison BX vs Indeces and Sectors
BX vs. Indices BX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.53% | -8.25% | -5.88% | 3.31% |
| US NASDAQ 100 | QQQ | -1.46% | -6.84% | -4.63% | 5.39% |
| US Dow Jones Industrial 30 | DIA | -3.70% | -10.0% | -7.98% | 2.70% |
| German DAX 40 | DAX | -3.65% | -9.72% | -24.8% | -9.57% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -5.25% | -15.2% | 4.34% | -0.15% |
| Hongkong Hang Seng | HSI | -6.04% | -17.0% | -2.34% | -8.58% |
| India NIFTY 50 | INDA | -6.71% | -23.1% | -0.68% | 8.20% |
| Brasil Bovespa | EWZ | -7.89% | -25.1% | -5.04% | 19.3% |
BX vs. Sectors BX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.69% | -7.94% | -14.3% | -5.05% |
| Consumer Discretionary | XLY | -1.83% | -6.41% | -8.89% | 0.85% |
| Consumer Staples | XLP | -9.39% | -14.8% | -13.1% | -4.96% |
| Energy | XLE | -1.29% | -15.6% | -6.24% | 15.7% |
| Financial | XLF | -2.93% | -8.55% | -17.8% | -8.34% |
| Health Care | XLV | -6.62% | -12.1% | -6.02% | 6.97% |
| Industrial | XLI | -2.59% | -9.97% | -5.04% | 5.81% |
| Materials | XLB | -3.78% | -12.0% | 0.64% | 16.8% |
| Real Estate | XLRE | -6.42% | -10.4% | -5.54% | -1.96% |
| Technology | XLK | -0.19% | -5.48% | 1.32% | 13.2% |
| Utilities | XLU | -9.84% | -16.2% | -9.16% | -17.0% |
| Aerospace & Defense | XAR | -2.91% | -12.7% | -10.8% | -7.24% |
| Biotech | XBI | 0.75% | -7.33% | 8.38% | 22.0% |
| Homebuilder | XHB | -0.84% | -9.10% | 14.2% | 22.8% |
| Retail | XRT | -1.48% | -7.51% | 0.81% | 19.5% |