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 +9.43% over the past year and +8.70% YTD, with dividends reinvested. Since Sep. 25, 2020, BCAT is up +16.46% in real purchasing-power return, or +2.56%/yr, and is currently −13.46% below its real total-return high on Sep. 8, 2026.

Data ending Tue Oct. 6, 2026

Growth of $10,000

Fri 2020-09-25💬 to Tue 2026-10-06 Overall
Return 		Exponential
Trendline
BCAT × 		+16.46%
+2.56%/yr 		+3.40%/yr
R2=0.117
BlackRock Capital Allocation Trust NYSE Common Stock

Growth of $10,000 Summary

Fri 2020-09-25💬 to Tue 2026-10-06 Start
Value 		End
Value
BCAT × 		$10,000.00
2020-09-25 		$11,645.88
2026-10-06

This Year’s Performance

through 2026-10-06

  YTD YoY
BCAT × 		+8.70% +9.43%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BCAT × 		−13.46%
on 2026-10-06
from 2026-09-08 peak 		−43.66%
on 2022-10-07
from 2021-02-10 peak

Rolling Returns

Period ending Tue 2026-10-06 1 yr 2 yr 3 yr 5 yr 10 yr
BCAT × 		+9.43% +19.90%
+9.50%/yr 		+53.54%
+15.36%/yr 		+16.67%
+3.13%/yr 		—

Annual Returns

Year BCAT
2026 (YTD) +8.70%
2025 +13.73%
2024 +16.07%
2023 +15.47%
2022 −27.34%
2021 −11.45%
2020 +9.24%