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 +15.35% over the past year and +10.67% YTD, with dividends reinvested. Since Sep. 28, 2023, BALI is up +61.36% in real purchasing-power return, or +16.98%/yr, and is currently −2.16% below its real total-return high on Aug. 13, 2026.

Data ending Fri Oct. 16, 2026

Growth of $10,000

Thu 2023-09-28💬 to Fri 2026-10-16 Overall
Return 		Exponential
Trendline
BALI × 		+61.36%
+16.98%/yr 		+14.70%/yr
R2=0.913
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2023-09-28💬 to Fri 2026-10-16 Start
Value 		End
Value
BALI × 		$10,000.00
2023-09-28 		$16,135.51
2026-10-16

This Year’s Performance

through 2026-10-16

  YTD YoY
BALI × 		+10.67% +15.35%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BALI × 		−2.16%
on 2026-10-16
from 2026-08-13 peak 		−17.83%
on 2025-04-08
from 2024-12-05 peak

Rolling Returns

Period ending Fri 2026-10-16 1 yr 2 yr 3 yr 5 yr 10 yr
BALI × 		+15.35% +24.27%
+11.48%/yr 		+58.16%
+16.51%/yr 		— —

Annual Returns

Year BALI
2026 (YTD) +10.67%
2025 +11.54%
2024 +18.98%
2023 +9.86%