All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

BALI: Total Return Chart (with Dividends Reinvested)

BALI total return snapshot: BALI returned +18.55% over the past year and +14.49% YTD, with dividends reinvested. Since Sep. 28, 2023, BALI is up +75.78% in nominal total return, or +20.98%/yr, and is currently −1.90% below its total-return high on Aug. 13, 2026.

Data ending Mon Sep. 14, 2026

Growth of $10,000

Thu 2023-09-28💬 to Mon 2026-09-14 Overall
Return
Exponential
Trendline
BALI
×
+75.78%
+20.98%/yr
+18.09%/yr
R2=0.934
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2023-09-28💬 to Mon 2026-09-14 Start
Value
End
Value
BALI
×
$10,000.00
2023-09-28
$17,578.20
2026-09-14

This Year’s Performance

through 2026-09-14

  YTD YoY
BALI
×
+14.49% +18.55%

Drawdowns

  Current
Drawdown
Worst
Drawdown
BALI
×
−1.90%
on 2026-09-14
from 2026-08-13 peak
−16.65%
on 2025-04-08
from 2024-12-05 peak

Rolling Returns

Period ending Mon 2026-09-14 1 yr 2 yr 3 yr 5 yr 10 yr
BALI
×
+18.55% +36.35%
+16.77%/yr

Annual Returns

Year BALI
2026 (YTD) +14.49%
2025 +14.52%
2024 +22.41%
2023 +9.52%