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 +22.11% over the past year and +14.68% YTD, with dividends reinvested. Since Sep. 28, 2023, BALI is up +76.08% in nominal total return, or +21.59%/yr, and is currently −1.73% below its total-return high on Aug. 13, 2026.

Data ending Thu Aug. 20, 2026

Growth of $10,000

Thu 2023-09-28💬 to Thu 2026-08-20 Overall
Return 		Exponential
Trendline
BALI × 		+76.08%
+21.59%/yr 		+17.97%/yr
R2=0.929
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2023-09-28💬 to Thu 2026-08-20 Start
Value 		End
Value
BALI × 		$10,000.00
2023-09-28 		$17,607.64
2026-08-20

This Year’s Performance

through 2026-08-20

  YTD YoY
BALI × 		+14.68% +22.11%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BALI × 		−1.73%
on 2026-08-20
from 2026-08-13 peak 		−16.65%
on 2025-04-08
from 2024-12-05 peak

Rolling Returns

Period ending Thu 2026-08-20 1 yr 2 yr 3 yr 5 yr 10 yr
BALI × 		+22.11% +37.69%
+17.34%/yr 		— — —

Annual Returns

Year BALI
2026 (YTD) +14.68%
2025 +14.52%
2024 +22.41%
2023 +9.52%