Blackstone Inc. (BX) Growth of $10K (Lump Sum & DCA)BXBlackstone Inc.NYSEFinancials$112.24+$0.15 +0.13%Oct 2, 2026 close © 2026 WallStMonk. All rights reserved. v0.17.12Not investment advice · Data as of previous market close
Lump Sum10 years ago
$10,000 invested once
$70,887+$60,887 · +608.87%
Total invested$10,000
Annualised (CAGR)+21.67%
Max drawdown-46.99%
SIP · Monthly122 contributions
$100 every month
$29,096+$16,896 · +138.50%
Total invested$12,200
Money-weighted (XIRR)+16.63%
Max drawdown-43.32%
SIP · Biweekly261 contributions
$100 every two weeks
$62,238+$36,138 · +138.46%
Total invested$26,100
Money-weighted (XIRR)+16.67%
Max drawdown-43.12%
Best 12-month stretch+187.50%Oct 2020 → Oct 2021
Worst 12-month stretch-41.94%Dec 2021 → Dec 2022
Deepest drawdown-46.99%peak-to-trough on the lump sum
Fee drag over 10 yrs—not a fund — no expense ratio
Dividend earnings+$13,327on $10,000, trailing 10 years
Growth of your contributions
It would be worth$99,983after your settings in BX
Profit+$77,783+350.37% on money in
Annualised return+20.46%Money-weighted (XIRR)
Deepest dip-46.09%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|
-17.56% | -7.65% | +1.23% | -30.67% | +5.52% p.a. | +2.81% p.a. | +21.67% p.a. |
Calendar-year returns
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|
| +11.40% | +27.34% | +1.51% | +93.81% | +19.65% | +107.11% | -40.01% | +82.75% | +37.80% | -6.94% | -27.10% |
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|
| 2016 | $10,300 | $11,454 | +$1,154 | +11.21% |
| 2017 | $11,500 | $15,845 | +$4,345 | +37.79% |
| 2018 | $12,800 | $17,300 | +$4,500 | +35.15% |
| 2019 | $14,000 | $35,122 | +$21,122 | +150.87% |
| 2020 | $15,200 | $43,480 | +$28,280 | +186.05% |
| 2021 | $16,400 | $91,718 | +$75,318 | +459.26% |
| 2022 | $17,600 | $55,902 | +$38,302 | +217.63% |
| 2023 | $18,800 | $103,883 | +$85,083 | +452.57% |
| 2024 | $20,100 | $144,835 | +$124,735 | +620.57% |
| 2025 | $21,300 | $136,034 | +$114,734 | +538.66% |
| 2026 (YTD) | $22,200 | $99,983 | +$77,783 | +350.37% |