BX monthly performance report
View BX's monthly returns, drawdown, and seasonality trends — updated every month.
BX monthly report
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Key takeaways
- Blackstone Inc. (BX) closed September 2026 at $123.45, down 13.82% for the month and −32.81% over the trailing 12 months.
- Year-to-date, BX is −19.91%, underperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading −5.51% versus its 200-day moving average ($130.65), a cautious technical signal.
- Over the past three years, BX has underperformed the S&P 500 by −61.58%, with a relative strength index reading of 63.5.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
Blackstone Inc. ended September 2026 at $123.45, posting a monthly return of −13.82%. The S&P 500 returned −1.69% over the same window, leaving relative performance at −12.12%.
The current quarter stands at +4.91% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −5.51% versus the 200-day moving average ($130.65).
Year-to-date, BX is −19.91% against SPY +10.58%, a gap of −30.49%. The stock is currently −35.06% below its 52-week high, with maximum 3-year drawdown at −48.70%.
| Period | BX | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −2.57% | −0.44% | −2.12% |
| 1 Week | −4.35% | −1.10% | −3.26% |
| 1 Month | −13.82% | −1.69% | −12.12% |
| 3 Months | +2.63% | −0.10% | +2.73% |
| 6 Months | +11.82% | +13.21% | −1.39% |
| YTD | −19.91% | +10.58% | −30.49% |
| 12 Months | −32.81% | +14.25% | −47.06% |
| 3 Years | +8.49% | +70.07% | −61.58% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +21.68% |
| #2 | Dec 2023 | +16.51% |
| #3 | Jul 2025 | +15.63% |
| #4 | Jul 2024 | +14.82% |
| #5 | Nov 2024 | +13.91% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2026 | −20.40% |
| #2 | Oct 2025 | −14.17% |
| #3 | Sep 2026 | −13.82% |
| #4 | Oct 2023 | −13.80% |
| #5 | Mar 2025 | −13.27% |
| Quarter | Return |
|---|---|
| Q2 2025 | +7.01% |
| Q3 2025 | +14.22% |
| Q4 2025 | −9.78% |
| Q1 2026 | −25.40% |
| Q2 2026 | +2.33% |
| Q3 2026 (QTD) | +4.91% |
| Year | Return |
|---|---|
| 2023 | +76.47% |
| 2024 | +31.70% |
| 2025 | −10.60% |
| 2026 | −19.91% |
| Metric | Value |
|---|---|
| 52-Week High | $190.09 (2025-09-18) |
| 52-Week Low | $101.73 (2026-03-12) |
| Current Price | $123.45 |
| 200-Day Moving Average | $130.65 |
| Price vs 200DMA | −5.51% |
| 3-Year Maximum Drawdown | −48.70% (2026-03-12) |
| Current Drawdown from 52W High | −35.06% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 63.5 |
| 3-Year Excess Return vs S&P 500 | −61.58% |
| RS Peak | 129.7 (Nov 2024) |
| RS Trough | 56.7 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was BX's return for this report period?
BX returned −13.82% in the latest monthly window ending 2026-09-16.
Has BX outperformed SPY year to date?
YTD BX: −19.91% vs SPY: +10.58%.
What is BX's 12-month return?
−32.81% over the trailing 12 months.
Is BX above or below its 200-day moving average?
Price is −5.51% versus 200DMA ($130.65).
What is the maximum drawdown in the 3-year window?
−48.70% on 2026-03-12.