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 +15.81% over the past year and +13.03% YTD, with dividends reinvested. Since Sep. 28, 2023, BALI is up +73.48% in nominal total return, or +19.34%/yr, and is currently −3.42% below its total-return high on Oct. 6, 2026.

Data ending Mon Nov. 9, 2026

Growth of $10,000

Thu 2023-09-28💬 to Mon 2026-11-09 Overall
Return 		Exponential
Trendline
BALI × 		+73.48%
+19.34%/yr 		+18.14%/yr
R2=0.943
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2023-09-28💬 to Mon 2026-11-09 Start
Value 		End
Value
BALI × 		$10,000.00
2023-09-28 		$17,348.39
2026-11-09

This Year’s Performance

through 2026-11-09

  YTD YoY
BALI × 		+13.03% +15.81%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BALI × 		−3.42%
on 2026-11-09
from 2026-10-06 peak 		−16.65%
on 2025-04-08
from 2024-12-05 peak

Rolling Returns

Period ending Mon 2026-11-09 1 yr 2 yr 3 yr 5 yr 10 yr
BALI × 		+15.81% +26.80%
+12.61%/yr 		+70.68%
+19.51%/yr 		— —

Annual Returns

Year BALI
2026 (YTD) +13.03%
2025 +14.51%
2024 +22.38%
2023 +9.52%