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 +30.27% over the past year and +23.83% YTD, with dividends reinvested. Since Sep. 25, 2020, BCAT is up +65.22% in nominal total return, or +9.13%/yr, and is currently −0.25% below its total-return high on Jun. 18, 2026.

Data ending Fri Jun. 26, 2026

Fri 2020-09-25💬 to Fri 2026-06-26 YTD
Return
1 Year
Return
BCAT
×
+23.83%
2026-06-26
+30.27%
2026-06-26
BlackRock Capital Allocation Trust NYSE Common Stock

Returns

Fri 2020-09-25💬 to Fri 2026-06-26 Overall
Return
Exponential
Trendline
BCAT
×
+65.22%
+9.13%/yr
+6.60%/yr
(R2=0.368)
BlackRock Capital Allocation Trust NYSE Common Stock

Growth of $10,000

Fri 2020-09-25💬 to Fri 2026-06-26 Start
Value
End
Value
BCAT
×
$10,000.00
2020-09-25
$16,521.68
2026-06-26
BlackRock Capital Allocation Trust NYSE Common Stock

Annual Returns

Year BCAT
2026 (YTD) +23.83%
2025 +16.77%
2024 +19.42%
2023 +19.34%
2022 −22.64%
2021 −5.22%
2020 +9.35%

Drawdowns

Fri 2020-09-25💬 to Fri 2026-06-26 Current
Drawdown
Worst
Drawdown
BCAT
×
−0.25%
from 2026-06-18 peak
−36.13%
2022-10-07
from 2021-02-10 peak
BlackRock Capital Allocation Trust NYSE Common Stock

Rolling Returns

Period ending Fri 2026-06-26 1
Year
2
Years
3
Years
5
Years
10
Years
BCAT
×
+30.27% +48.87%
+22.01%/yr
+81.02%
+21.87%/yr
+51.39%
+8.65%/yr
BlackRock Capital Allocation Trust NYSE Common Stock