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 +27.92% over the past year and +24.31% YTD, with dividends reinvested. Since Sep. 25, 2020, BCAT is up +33.19% in real purchasing-power return, or +4.96%/yr, and is currently −0.41% below its real total-return high on Aug. 13, 2026.

Data ending Thu Aug. 27, 2026

Growth of $10,000

Fri 2020-09-25💬 to Thu 2026-08-27 Overall
Return 		Exponential
Trendline
BCAT × 		+33.19%
+4.96%/yr 		+3.05%/yr
R2=0.094
BlackRock Capital Allocation Trust NYSE Common Stock

Growth of $10,000 Summary

Fri 2020-09-25💬 to Thu 2026-08-27 Start
Value 		End
Value
BCAT × 		$10,000.00
2020-09-25 		$13,319.14
2026-08-27

This Year’s Performance

through 2026-08-27

  YTD YoY
BCAT × 		+24.31% +27.92%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BCAT × 		−0.41%
on 2026-08-27
from 2026-08-13 peak 		−43.66%
on 2022-10-07
from 2021-02-10 peak

Rolling Returns

Period ending Thu 2026-08-27 1 yr 2 yr 3 yr 5 yr 10 yr
BCAT × 		+27.92% +40.12%
+18.37%/yr 		+71.22%
+19.63%/yr 		+21.94%
+4.05%/yr 		—

Annual Returns

Year BCAT
2026 (YTD) +24.31%
2025 +13.73%
2024 +16.07%
2023 +15.47%
2022 −27.34%
2021 −11.45%
2020 +9.24%