BXMT DCA Calculator

Dollar Cost Averaging — Blackstone Mortgage Trust, Inc.

Historical data shows that a consistent $500 monthly investment into Blackstone Mortgage Trust, Inc. (BXMT) starting in 2020 would have turned a total investment of $49K into $51K today. This represents a total return of 6.1% over the 6-year period, compounding through dividend reinvestment and market growth.

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The Impact of Dividend Reinvestment (DRIP)

Blackstone Mortgage Trust, Inc. pays a dividend (currently yielding ~0.10%). By utilizing a Dividend Reinvestment Plan (DRIP), generated dividends automatically purchase fractional shares. Over this 6-year period, regular dividend payments totaled $18K. Reinvesting these dividends continuously compounded your returns, accelerating the portfolio's growth far beyond simple price appreciation.

BXMT vs. S&P 500 (SPY) Benchmark

When comparing this dollar cost averaging strategy against a broad market index,BXMT underperformed the S&P 500 ETF (SPY). The same $500 monthly contributions into SPY would have grown to $87K, compared to BXMT's $51K.

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