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 +7.59% over the past year and +6.61% YTD, with dividends reinvested. Since Sep. 25, 2020, BCAT is up +14.23% in real purchasing-power return, or +2.22%/yr, and is currently −15.05% below its real total-return high on Sep. 8, 2026.

Data ending Wed Oct. 14, 2026

Growth of $10,000

Fri 2020-09-25💬 to Wed 2026-10-14 Overall
Return 		Exponential
Trendline
BCAT × 		+14.23%
+2.22%/yr 		+3.44%/yr
R2=0.120
BlackRock Capital Allocation Trust NYSE Common Stock

Growth of $10,000 Summary

Fri 2020-09-25💬 to Wed 2026-10-14 Start
Value 		End
Value
BCAT × 		$10,000.00
2020-09-25 		$11,422.52
2026-10-14

This Year’s Performance

through 2026-10-14

  YTD YoY
BCAT × 		+6.61% +7.59%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
BCAT × 		−15.05%
on 2026-10-14
from 2026-09-08 peak 		−43.66%
on 2022-10-07
from 2021-02-10 peak

Rolling Returns

Period ending Wed 2026-10-14 1 yr 2 yr 3 yr 5 yr 10 yr
BCAT × 		+7.59% +16.30%
+7.84%/yr 		+50.71%
+14.65%/yr 		+16.74%
+3.14%/yr 		—

Annual Returns

Year BCAT
2026 (YTD) +6.61%
2025 +13.73%
2024 +16.07%
2023 +15.47%
2022 −27.34%
2021 −11.45%
2020 +9.24%