All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

BALI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

BALI real return snapshot: after CPI-U inflation, BALI returned +7.81% over the past year and +5.88% YTD, with dividends reinvested. Since Sep. 28, 2023, BALI is up +54.33% in real purchasing-power return, or +15.00%/yr, and is currently −6.39% below its real total-return high on Aug. 13, 2026.

Data ending Thu Nov. 5, 2026

Growth of $10,000

Thu 2023-09-28💬 to Thu 2026-11-05 Overall
Return 		Exponential
Trendline
BALI × 		+54.33%
+15.00%/yr 		+14.65%/yr
R2=0.917
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2023-09-28💬 to Thu 2026-11-05 Start
Value 		End
Value
BALI × 		$10,000.00
2023-09-28 		$15,432.73
2026-11-05

This Year’s Performance

through 2026-11-05

  YTD YoY
BALI × 		+5.88% +7.81%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BALI × 		−6.39%
on 2026-11-05
from 2026-08-13 peak 		−17.83%
on 2025-04-08
from 2024-12-05 peak

Rolling Returns

Period ending Thu 2026-11-05 1 yr 2 yr 3 yr 5 yr 10 yr
BALI × 		+7.81% +19.61%
+9.37%/yr 		+51.59%
+14.88%/yr 		— —

Annual Returns

Year BALI
2026 (YTD) +5.88%
2025 +11.53%
2024 +18.96%
2023 +9.86%