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 +14.87% over the past year and +7.51% YTD, with dividends reinvested. Since Sep. 28, 2023, BALI is up +56.75% in real purchasing-power return, or +17.23%/yr, and is currently −1.11% below its real total-return high on Jul. 15, 2026.

Data ending Mon Jul. 27, 2026

Growth of $10,000

Thu 2023-09-28💬 to Mon 2026-07-27 Overall
Return 		Exponential
Trendline
BALI × 		+56.75%
+17.23%/yr 		+14.36%/yr
R2=0.891
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2023-09-28💬 to Mon 2026-07-27 Start
Value 		End
Value
BALI × 		$10,000.00
2023-09-28 		$15,674.91
2026-07-27

This Year’s Performance

through 2026-07-27

  YTD YoY
BALI × 		+7.51% +14.87%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BALI × 		−1.11%
on 2026-07-27
from 2026-07-15 peak 		−17.83%
on 2025-04-08
from 2024-12-05 peak

Rolling Returns

Period ending Mon 2026-07-27 1 yr 2 yr 3 yr 5 yr 10 yr
BALI × 		+14.87% +28.14%
+13.20%/yr 		— — —

Annual Returns

Year BALI
2026 (YTD) +7.51%
2025 +11.54%
2024 +18.98%
2023 +9.86%