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 +7.98% over the past year and +6.73% YTD, with dividends reinvested. Since Sep. 25, 2020, BCAT is up +14.32% in real purchasing-power return, or +2.22%/yr, and is currently −14.96% below its real total-return high on Sep. 8, 2026.

Data ending Mon Oct. 26, 2026

Growth of $10,000

Fri 2020-09-25💬 to Mon 2026-10-26 Overall
Return 		Exponential
Trendline
BCAT × 		+14.32%
+2.22%/yr 		+3.48%/yr
R2=0.125
BlackRock Capital Allocation Trust NYSE Common Stock

Growth of $10,000 Summary

Fri 2020-09-25💬 to Mon 2026-10-26 Start
Value 		End
Value
BCAT × 		$10,000.00
2020-09-25 		$11,431.95
2026-10-26

This Year’s Performance

through 2026-10-26

  YTD YoY
BCAT × 		+6.73% +7.98%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BCAT × 		−14.96%
on 2026-10-26
from 2026-09-08 peak 		−43.66%
on 2022-10-07
from 2021-02-10 peak

Rolling Returns

Period ending Mon 2026-10-26 1 yr 2 yr 3 yr 5 yr 10 yr
BCAT × 		+7.98% +18.35%
+8.79%/yr 		+55.85%
+15.94%/yr 		+17.03%
+3.20%/yr 		—

Annual Returns

Year BCAT
2026 (YTD) +6.73%
2025 +13.73%
2024 +16.05%
2023 +15.47%
2022 −27.35%
2021 −11.45%
2020 +9.24%