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 +12.88% over the past year and +12.43% YTD, with dividends reinvested. Since Sep. 25, 2020, BCAT is up +49.97% in nominal total return, or +6.89%/yr, and is currently −13.47% below its total-return high on Sep. 8, 2026.

Data ending Tue Oct. 27, 2026

Growth of $10,000

Fri 2020-09-25💬 to Tue 2026-10-27 Overall
Return 		Exponential
Trendline
BCAT × 		+49.97%
+6.89%/yr 		+7.83%/yr
R2=0.460
BlackRock Capital Allocation Trust NYSE Common Stock

Growth of $10,000 Summary

Fri 2020-09-25💬 to Tue 2026-10-27 Start
Value 		End
Value
BCAT × 		$10,000.00
2020-09-25 		$14,997.09
2026-10-27

This Year’s Performance

through 2026-10-27

  YTD YoY
BCAT × 		+12.43% +12.88%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BCAT × 		−13.47%
on 2026-10-27
from 2026-09-08 peak 		−36.14%
on 2022-10-07
from 2021-02-10 peak

Rolling Returns

Period ending Tue 2026-10-27 1 yr 2 yr 3 yr 5 yr 10 yr
BCAT × 		+12.88% +28.02%
+13.15%/yr 		+73.92%
+20.26%/yr 		+44.78%
+7.68%/yr 		—

Annual Returns

Year BCAT
2026 (YTD) +12.43%
2025 +16.77%
2024 +19.39%
2023 +19.34%
2022 −22.65%
2021 −5.22%
2020 +9.35%