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 +28.58% over the past year and +22.81% YTD, with dividends reinvested. Since Sep. 25, 2020, BCAT is up +63.85% in nominal total return, or +8.88%/yr, and is currently −2.67% below its total-return high on Jul. 10, 2026.

Data ending Fri Jul. 17, 2026

Fri 2020-09-25💬 to Fri 2026-07-17 YTD
Return
1 Year
Return
BCAT
×
+22.81%
2026-07-17
+28.58%
2026-07-17
BlackRock Capital Allocation Trust NYSE Common Stock

Growth of $10,000

Fri 2020-09-25💬 to Fri 2026-07-17 Overall
Return
Exponential
Trendline
BCAT
×
+63.85%
+8.88%/yr
+6.88%/yr
(R2=0.386)
BlackRock Capital Allocation Trust NYSE Common Stock

Growth of $10,000 Summary

Fri 2020-09-25💬 to Fri 2026-07-17 Start
Value
End
Value
BCAT
×
$10,000.00
2020-09-25
$16,385.27
2026-07-17
BlackRock Capital Allocation Trust NYSE Common Stock

Annual Returns

Year BCAT
2026 (YTD) +22.81%
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 2026-07-17 Current
Drawdown
Worst
Drawdown
BCAT
×
−2.67%
from 2026-07-10 peak
−36.13%
2022-10-07
from 2021-02-10 peak
BlackRock Capital Allocation Trust NYSE Common Stock

Rolling Returns

Period ending Fri 2026-07-17 1
Year
2
Years
3
Years
5
Years
10
Years
BCAT
×
+28.58% +42.68%
+19.45%/yr
+75.93%
+20.72%/yr
+42.18%
+7.29%/yr
BlackRock Capital Allocation Trust NYSE Common Stock