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 +19.02% over the past year and +12.70% YTD, with dividends reinvested. Since Sep. 28, 2023, BALI is up +64.33% in real purchasing-power return, or +18.78%/yr, and is currently −0.38% below its real total-return high on Aug. 13, 2026.

Data ending Mon Aug. 17, 2026

Growth of $10,000

Thu 2023-09-28💬 to Mon 2026-08-17 Overall
Return 		Exponential
Trendline
BALI × 		+64.33%
+18.78%/yr 		+14.53%/yr
R2=0.898
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2023-09-28💬 to Mon 2026-08-17 Start
Value 		End
Value
BALI × 		$10,000.00
2023-09-28 		$16,432.69
2026-08-17

This Year’s Performance

through 2026-08-17

  YTD YoY
BALI × 		+12.70% +19.02%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BALI × 		−0.38%
on 2026-08-17
from 2026-08-13 peak 		−17.83%
on 2025-04-08
from 2024-12-05 peak

Rolling Returns

Period ending Mon 2026-08-17 1 yr 2 yr 3 yr 5 yr 10 yr
BALI × 		+19.02% +32.51%
+15.11%/yr 		— — —

Annual Returns

Year BALI
2026 (YTD) +12.70%
2025 +11.54%
2024 +18.98%
2023 +9.86%