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 +15.02% in real purchasing-power return, with dividends reinvested.

Data ending Mon Sep. 14, 2026

Growth of $10,000

Wed 2025-12-03💬 to Mon 2026-09-14 Overall
Return
Exponential
Trendline
BALQ
×
+15.02%
+19.65%/yr
+32.33%/yr
R2=0.666
iShares Nasdaq Premium Income Active ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Wed 2025-12-03💬 to Mon 2026-09-14 Start
Value
End
Value
BALQ
×
$10,000.00
2025-12-03
$11,502.32
2026-09-14

This Year’s Performance

through 2026-09-14

  YTD YoY
BALQ
×
+15.57%

Drawdowns

  Current
Drawdown
Worst
Drawdown
BALQ
×
−3.08%
on 2026-09-14
from 2026-06-30 peak
−13.12%
on 2026-03-30
from 2026-01-28 peak

Rolling Returns

Period ending Mon 2026-09-14 1 yr 2 yr 3 yr 5 yr 10 yr
BALQ
×

Annual Returns

Year BALQ
2026 (YTD) +15.57%
2025 −0.47%