All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

BALQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

BALQ real return snapshot: After CPI-U inflation, since Dec. 3, 2025, BALQ returned +20.96% in real purchasing-power return, with dividends reinvested.

Data ending Mon Oct. 12, 2026

Growth of $10,000

Wed 2025-12-03💬 to Mon 2026-10-12 Overall
Return 		Exponential
Trendline
BALQ × 		+20.96%
+24.87%/yr 		+32.27%/yr
R2=0.724
iShares Nasdaq Premium Income Active ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2025-12-03💬 to Mon 2026-10-12 Start
Value 		End
Value
BALQ × 		$10,000.00
2025-12-03 		$12,096.28
2026-10-12

This Year’s Performance

through 2026-10-12

  YTD YoY
BALQ × 		+21.54% —

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BALQ × 		−1.73%
on 2026-10-12
from 2026-10-06 peak 		−13.12%
on 2026-03-30
from 2026-01-28 peak

Rolling Returns

Period ending Mon 2026-10-12 1 yr 2 yr 3 yr 5 yr 10 yr
BALQ × 		— — — — —

Annual Returns

Year BALQ
2026 (YTD) +21.54%
2025 −0.47%