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 +27.45% over the past year and +23.35% YTD, with dividends reinvested. Since Sep. 25, 2020, BCAT is up +32.15% in real purchasing-power return, or +4.87%/yr, and is currently at its real total-return high.

Data ending Fri Aug. 7, 2026

Growth of $10,000

Fri 2020-09-25💬 to Fri 2026-08-07 Overall
Return 		Exponential
Trendline
BCAT × 		+32.15%
+4.87%/yr 		+2.78%/yr
R2=0.080
BlackRock Capital Allocation Trust NYSE Common Stock

Growth of $10,000 Summary

Fri 2020-09-25💬 to Fri 2026-08-07 Start
Value 		End
Value
BCAT × 		$10,000.00
2020-09-25 		$13,215.27
2026-08-07

This Year’s Performance

through 2026-08-07

  YTD YoY
BCAT × 		+23.35% +27.45%

Drawdowns

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

Rolling Returns

Period ending Fri 2026-08-07 1 yr 2 yr 3 yr 5 yr 10 yr
BCAT × 		+27.45% +45.69%
+20.70%/yr 		+64.36%
+18.01%/yr 		+22.33%
+4.11%/yr 		—

Annual Returns

Year BCAT
2026 (YTD) +23.35%
2025 +13.73%
2024 +16.07%
2023 +15.47%
2022 −27.34%
2021 −11.45%
2020 +9.24%