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BX return calculator

Your investment#

How much
$
All at once, on the start date
Pick start & end dates10 years
Key datesStart at a well-known dateRecentMarket topsMarket bottomsEvents
Bought at that day's close
Key datesEnd at a well-known dateMarket topsMarket bottomsEvents
Latest close, Oct 27, 2026

Or drag the slider to set start and end dates

2007 to today, log scale
2008 crisisCovid
20102020Oct 2016Today
Options

Result#

$1,000Oct 27, 2016$7,178Oct 27, 20267.2× 

$1,000 invested in BX on October 27, 2016 was worth $7,178 on October 27, 2026, with dividends reinvested.

That’s 21.8% a year compounded (CAGR) over 10 years: 7.2 times your money.

Over the same dates the same $1,000 would be worth $4,228 in the S&P 500 and $6,559 in the Nasdaq-100: BX beat both the S&P 500 and the Nasdaq-100.

Price only$4,605if dividends were spent
Biggest fall−49.3%Nov 29, 2021 to Dec 28, 2022
At a flat 5% a year$1,629a savings account's rate
Gain$6,178on $1,000 put in

How this period ranks#

Better than 45% of all 113 periods of 10 years since 2007.

Your dates
−70%0%190%
Worst: 7.6% a year, Jun 2007 to Jun 2017Best: 33.4% a year, Nov 2011 to Nov 2021
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in BX, October 27, 2016 to October 27, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA lowLog scale: equal steps are equal percentage moves
Highest value$11,515 · Nov 2024$
$1,000$2,000$5,000$10k$7,178
20182020202220242026

How far BX was below its previous high. The biggest fall: −49.3% from Nov 29, 2021 to Dec 28, 2022, back to the high by Jul 16, 2024.

−49.3% from its high
high−49%

Your one buy. $1,000 on October 27, 2016, worth $7,178 on October 27, 2026. Pick Monthly or Yearly to see a plan's buys.

7.2×paid

What $1,000 would be worth on October 27, 2026, by start date#

Each point is the same amount invested that day and held to October 27, 2026, dividends reinvested. Above the line it made money.

Your start
$1,000$3,000$10k$30k
2010201520202025

$1,000 invested in BX, by year#

Started on each year's first close and held to Oct 27, 2026, dividends reinvested.

StartedWorth Oct 27, 2026MultipleA year (CAGR)
2017$6,3606.4×20.7%
2018$5,1165.1×20.3%
2019$5,1455.1×23.3%
2020$2,6502.7×15.4%
2021$2,2712.3×15.2%
2022$1,0891.1×1.8%
2023$1,7311.7×15.5%
2024$9920.99×−0.3%
2025$7140.71×−16.9%
2026$7580.76×—

Methodology#

A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. BX data begins June 22, 2007; values as of October 27, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.

See the live BX chart and fundamentals on the BX quote page or the S&P 500 return calculator.

FAQ#

How much would $1,000 invested in BX be worth today?
$1,000 invested in BX on October 27, 2016 would be worth $7,178 on October 27, 2026, with dividends reinvested — 21.8% a year compounded (CAGR).
How far back does the BX calculator go?
BX data begins June 22, 2007, with a close every session. Pick any start and end date in that span — 19 years, 4 months of history.
Does this include dividends?
Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.