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

Total Real Returns

BCAT: Total Return Chart (with Dividends Reinvested)

BCAT total return snapshot: BCAT returned +13.25% over the past year and +12.73% YTD, with dividends reinvested. Since Sep. 25, 2020, BCAT is up +50.41% in nominal total return, or +7.01%/yr, and is currently −13.24% below its total-return high on Sep. 8, 2026.

Data ending Tue Oct. 6, 2026

Growth of $10,000

Fri 2020-09-25💬 to Tue 2026-10-06 Overall
Return 		Exponential
Trendline
BCAT × 		+50.41%
+7.01%/yr 		+7.74%/yr
R2=0.448
BlackRock Capital Allocation Trust NYSE Common Stock

Growth of $10,000 Summary

Fri 2020-09-25💬 to Tue 2026-10-06 Start
Value 		End
Value
BCAT × 		$10,000.00
2020-09-25 		$15,041.14
2026-10-06

This Year’s Performance

through 2026-10-06

  YTD YoY
BCAT × 		+12.73% +13.25%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BCAT × 		−13.24%
on 2026-10-06
from 2026-09-08 peak 		−36.13%
on 2022-10-07
from 2021-02-10 peak

Rolling Returns

Period ending Tue 2026-10-06 1 yr 2 yr 3 yr 5 yr 10 yr
BCAT × 		+13.25% +27.79%
+13.04%/yr 		+67.66%
+18.80%/yr 		+42.72%
+7.37%/yr 		—

Annual Returns

Year BCAT
2026 (YTD) +12.73%
2025 +16.77%
2024 +19.42%
2023 +19.34%
2022 −22.64%
2021 −5.22%
2020 +9.35%