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

Total Real Returns

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

BCAT real return snapshot: after CPI-U inflation, BCAT returned +14.74% over the past year and +12.55% YTD, with dividends reinvested. Since Sep. 25, 2020, BCAT is up +20.59% in real purchasing-power return, or +3.18%/yr, and is currently −10.39% below its real total-return high on Sep. 8, 2026.

Data ending Wed Sep. 16, 2026

Growth of $10,000

Fri 2020-09-25💬 to Wed 2026-09-16 Overall
Return 		Exponential
Trendline
BCAT × 		+20.59%
+3.18%/yr 		+3.27%/yr
R2=0.107
BlackRock Capital Allocation Trust NYSE Common Stock

Growth of $10,000 Summary

Fri 2020-09-25💬 to Wed 2026-09-16 Start
Value 		End
Value
BCAT × 		$10,000.00
2020-09-25 		$12,058.67
2026-09-16

This Year’s Performance

through 2026-09-16

  YTD YoY
BCAT × 		+12.55% +14.74%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BCAT × 		−10.39%
on 2026-09-16
from 2026-09-08 peak 		−43.66%
on 2022-10-07
from 2021-02-10 peak

Rolling Returns

Period ending Wed 2026-09-16 1 yr 2 yr 3 yr 5 yr 10 yr
BCAT × 		+14.74% +24.12%
+11.41%/yr 		+57.81%
+16.42%/yr 		+15.41%
+2.91%/yr 		—

Annual Returns

Year BCAT
2026 (YTD) +12.55%
2025 +13.73%
2024 +16.07%
2023 +15.47%
2022 −27.34%
2021 −11.45%
2020 +9.24%