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 +15.25% over the past year and +7.54% YTD, with dividends reinvested. Since Sep. 28, 2023, BALI is up +56.79% in real purchasing-power return, or +17.29%/yr, and is currently −1.09% below its real total-return high on Jul. 15, 2026.

Data ending Fri Jul. 24, 2026

Growth of $10,000

Thu 2023-09-28💬 to Fri 2026-07-24 Overall
Return 		Exponential
Trendline
BALI × 		+56.79%
+17.29%/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 Fri 2026-07-24 Start
Value 		End
Value
BALI × 		$10,000.00
2023-09-28 		$15,679.45
2026-07-24

This Year’s Performance

through 2026-07-24

  YTD YoY
BALI × 		+7.54% +15.25%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BALI × 		−1.09%
on 2026-07-24
from 2026-07-15 peak 		−17.83%
on 2025-04-08
from 2024-12-05 peak

Rolling Returns

Period ending Fri 2026-07-24 1 yr 2 yr 3 yr 5 yr 10 yr
BALI × 		+15.25% +28.49%
+13.35%/yr 		— — —

Annual Returns

Year BALI
2026 (YTD) +7.54%
2025 +11.54%
2024 +18.98%
2023 +9.86%