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 +18.65% over the past year and +16.52% YTD, with dividends reinvested. Since Sep. 25, 2020, BCAT is up +55.46% in nominal total return, or +7.67%/yr, and is currently −10.33% below its total-return high on Sep. 8, 2026.

Data ending Wed Sep. 16, 2026

Growth of $10,000

Fri 2020-09-25💬 to Wed 2026-09-16 Overall
Return 		Exponential
Trendline
BCAT × 		+55.46%
+7.67%/yr 		+7.62%/yr
R2=0.435
BlackRock Capital Allocation Trust NYSE Common Stock

Growth of $10,000 Summary

Fri 2020-09-25💬 to Wed 2026-09-16 Start
Value 		End
Value
BCAT × 		$10,000.00
2020-09-25 		$15,545.80
2026-09-16

This Year’s Performance

through 2026-09-16

  YTD YoY
BCAT × 		+16.52% +18.65%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BCAT × 		−10.33%
on 2026-09-16
from 2026-09-08 peak 		−36.13%
on 2022-10-07
from 2021-02-10 peak

Rolling Returns

Period ending Wed 2026-09-16 1 yr 2 yr 3 yr 5 yr 10 yr
BCAT × 		+18.65% +32.15%
+14.96%/yr 		+72.21%
+19.86%/yr 		+41.32%
+7.16%/yr 		—

Annual Returns

Year BCAT
2026 (YTD) +16.52%
2025 +16.77%
2024 +19.42%
2023 +19.34%
2022 −22.64%
2021 −5.22%
2020 +9.35%