All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
BALQ real return snapshot: After CPI-U inflation, since Dec. 3, 2025, BALQ returned +14.17% in real purchasing-power return, with dividends reinvested.
Data ending Wed Jul. 22, 2026
| Wed 2025-12-03💬 to Wed 2026-07-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| BALQ × |
+14.17%
+23.31%/yr |
+35.96%/yr
R2=0.578 |
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| iShares Nasdaq Premium Income Active ETF NASDAQ Exchange-Traded Fund | ||||||
| Wed 2025-12-03💬 to Wed 2026-07-22 |
Start
Value |
End
Value |
|---|---|---|
| BALQ × |
$10,000.00
2025-12-03 |
$11,417.27
2026-07-22 |
| YTD | YoY | |
|---|---|---|
| BALQ × | +14.72% | — |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| BALQ × |
−3.79%
on 2026-07-22 from 2026-06-30 peak |
−13.12%
on 2026-03-30 from 2026-01-28 peak |
| Period ending Wed 2026-07-22 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| BALQ × | — | — | — | — | — |
| Year | BALQ |
|---|---|
| 2026 (YTD) | +14.72% |
| 2025 | −0.47% |