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 +16.91% over the past year and +6.91% YTD, with dividends reinvested. Since Sep. 28, 2023, BALI is up +55.87% in real purchasing-power return, or +17.45%/yr, and is currently −0.98% below its real total-return high on Jun. 2, 2026.
Data ending Thu Jul. 2, 2026
| Thu 2023-09-28💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| BALI × |
+6.91%
2026-07-02 |
+16.91%
2026-07-02 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| Thu 2023-09-28💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| BALI × |
+55.87%
+17.45%/yr |
+14.27%/yr
(R2=0.884) |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| Thu 2023-09-28💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| BALI × |
$10,000.00
2023-09-28 |
$15,587.21
2026-07-02 |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| Year | BALI |
|---|---|
| 2026 (YTD) | +6.91% |
| 2025 | +11.54% |
| 2024 | +18.98% |
| 2023 | +9.86% |
| Thu 2023-09-28💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| BALI × |
−0.98%
from 2026-06-02 peak |
−17.83%
2025-04-08 from 2024-12-05 peak |
||||
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| BALI × | +16.91% |
+26.35% +12.40%/yr |
— | — | — | |
| Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund | ||||||
