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 +32.20% over the past year and +28.40% YTD, with dividends reinvested. Since Sep. 25, 2020, BCAT is up +71.32% in nominal total return, or +9.52%/yr, and is currently −0.29% below its total-return high on Aug. 13, 2026.

Data ending Thu Aug. 27, 2026

Growth of $10,000

Fri 2020-09-25💬 to Thu 2026-08-27 Overall
Return 		Exponential
Trendline
BCAT × 		+71.32%
+9.52%/yr 		+7.41%/yr
R2=0.421
BlackRock Capital Allocation Trust NYSE Common Stock

Growth of $10,000 Summary

Fri 2020-09-25💬 to Thu 2026-08-27 Start
Value 		End
Value
BCAT × 		$10,000.00
2020-09-25 		$17,131.71
2026-08-27

This Year’s Performance

through 2026-08-27

  YTD YoY
BCAT × 		+28.40% +32.20%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BCAT × 		−0.29%
on 2026-08-27
from 2026-08-13 peak 		−36.13%
on 2022-10-07
from 2021-02-10 peak

Rolling Returns

Period ending Thu 2026-08-27 1 yr 2 yr 3 yr 5 yr 10 yr
BCAT × 		+32.20% +48.99%
+22.06%/yr 		+86.81%
+23.16%/yr 		+49.23%
+8.34%/yr 		—

Annual Returns

Year BCAT
2026 (YTD) +28.40%
2025 +16.77%
2024 +19.42%
2023 +19.34%
2022 −22.64%
2021 −5.22%
2020 +9.35%