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 +32.14% over the past year and +27.58% YTD, with dividends reinvested. Since Sep. 25, 2020, BCAT is up +70.22% in nominal total return, or +9.49%/yr, and is currently at its total-return high.

Data ending Fri Aug. 7, 2026

Growth of $10,000

Fri 2020-09-25💬 to Fri 2026-08-07 Overall
Return 		Exponential
Trendline
BCAT × 		+70.22%
+9.49%/yr 		+7.15%/yr
R2=0.404
BlackRock Capital Allocation Trust NYSE Common Stock

Growth of $10,000 Summary

Fri 2020-09-25💬 to Fri 2026-08-07 Start
Value 		End
Value
BCAT × 		$10,000.00
2020-09-25 		$17,022.00
2026-08-07

This Year’s Performance

through 2026-08-07

  YTD YoY
BCAT × 		+27.58% +32.14%

Drawdowns

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

Rolling Returns

Period ending Fri 2026-08-07 1 yr 2 yr 3 yr 5 yr 10 yr
BCAT × 		+32.14% +55.22%
+24.59%/yr 		+80.04%
+21.65%/yr 		+50.14%
+8.47%/yr 		—

Annual Returns

Year BCAT
2026 (YTD) +27.58%
2025 +16.77%
2024 +19.42%
2023 +19.34%
2022 −22.64%
2021 −5.22%
2020 +9.35%