All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
BALI real return snapshot: after CPI-U inflation, BALI returned +15.25% over the past year and +7.54% YTD, with dividends reinvested. Since Sep. 28, 2023, BALI is up +56.79% in real purchasing-power return, or +17.29%/yr, and is currently −1.09% below its real total-return high on Jul. 15, 2026.
Data ending Fri Jul. 24, 2026
| Thu 2023-09-28💬 to Fri 2026-07-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| BALI × |
+56.79%
+17.29%/yr |
+14.36%/yr
R2=0.891 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| Thu 2023-09-28💬 to Fri 2026-07-24 |
Start
Value |
End
Value |
|---|---|---|
| BALI × |
$10,000.00
2023-09-28 |
$15,679.45
2026-07-24 |
| YTD | YoY | |
|---|---|---|
| BALI × | +7.54% | +15.25% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| BALI × |
−1.09%
on 2026-07-24 from 2026-07-15 peak |
−17.83%
on 2025-04-08 from 2024-12-05 peak |
| Period ending Fri 2026-07-24 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| BALI × | +15.25% |
+28.49% +13.35%/yr |
— | — | — |
| Year | BALI |
|---|---|
| 2026 (YTD) | +7.54% |
| 2025 | +11.54% |
| 2024 | +18.98% |
| 2023 | +9.86% |