All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
BCAT real return snapshot: after CPI-U inflation, BCAT returned +24.09% over the past year and +18.97% YTD, with dividends reinvested. Since Sep. 25, 2020, BCAT is up +27.47% in real purchasing-power return, or +4.27%/yr, and is currently −2.74% below its real total-return high on Jul. 10, 2026.
Data ending Fri Jul. 17, 2026
| Fri 2020-09-25💬 to Fri 2026-07-17 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| BCAT × |
+18.97%
2026-07-17 |
+24.09%
2026-07-17 |
||||
| BlackRock Capital Allocation Trust NYSE Common Stock | ||||||
| Fri 2020-09-25💬 to Fri 2026-07-17 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| BCAT × |
+27.47%
+4.27%/yr |
+2.50%/yr
(R2=0.065) |
||||
| BlackRock Capital Allocation Trust NYSE Common Stock | ||||||
| Fri 2020-09-25💬 to Fri 2026-07-17 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| BCAT × |
$10,000.00
2020-09-25 |
$12,746.76
2026-07-17 |
||||
| BlackRock Capital Allocation Trust NYSE Common Stock | ||||||
| Year | BCAT |
|---|---|
| 2026 (YTD) | +18.97% |
| 2025 | +13.73% |
| 2024 | +16.07% |
| 2023 | +15.47% |
| 2022 | −27.34% |
| 2021 | −11.45% |
| 2020 | +9.24% |
| Fri 2020-09-25💬 to Fri 2026-07-17 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| BCAT × |
−2.74%
from 2026-07-10 peak |
−43.66%
2022-10-07 from 2021-02-10 peak |
||||
| BlackRock Capital Allocation Trust NYSE Common Stock | ||||||
| Period ending Fri 2026-07-17 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| BCAT × | +24.09% |
+34.10% +15.80%/yr |
+60.64% +17.12%/yr |
+15.77% +2.97%/yr |
— | |
| BlackRock Capital Allocation Trust NYSE Common Stock | ||||||
