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 +12.22% over the past year and +12.16% YTD, with dividends reinvested. Since Sep. 25, 2020, BCAT is up +49.64% in nominal total return, or +6.92%/yr, and is currently −13.68% below its total-return high on Sep. 8, 2026.

Data ending Mon Oct. 5, 2026

Growth of $10,000

Fri 2020-09-25💬 to Mon 2026-10-05 Overall
Return 		Exponential
Trendline
BCAT × 		+49.64%
+6.92%/yr 		+7.73%/yr
R2=0.447
BlackRock Capital Allocation Trust NYSE Common Stock

Growth of $10,000 Summary

Fri 2020-09-25💬 to Mon 2026-10-05 Start
Value 		End
Value
BCAT × 		$10,000.00
2020-09-25 		$14,964.34
2026-10-05

This Year’s Performance

through 2026-10-05

  YTD YoY
BCAT × 		+12.16% +12.22%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BCAT × 		−13.68%
on 2026-10-05
from 2026-09-08 peak 		−36.13%
on 2022-10-07
from 2021-02-10 peak

Rolling Returns

Period ending Mon 2026-10-05 1 yr 2 yr 3 yr 5 yr 10 yr
BCAT × 		+12.22% +27.13%
+12.75%/yr 		+69.88%
+19.32%/yr 		+41.42%
+7.18%/yr 		—

Annual Returns

Year BCAT
2026 (YTD) +12.16%
2025 +16.77%
2024 +19.42%
2023 +19.34%
2022 −22.64%
2021 −5.22%
2020 +9.35%