Performance analysis of BALI (BlackRock Advantage Large Cap Income ETF)
Annual Return
Since Sep 28, 2023, BALI has had an average annual return of +21.30%, underperforming the benchmark SPY, which returned +23.38% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.15% | +14.52% | +22.42% | +9.51% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.27% | +0.06% | -3.85% | +8.39% | +4.45% | -0.63% | +1.33% | +12.15% | |||||
| 2025 | +1.75% | -0.41% | -4.90% | -1.35% | +5.22% | +3.88% | +2.01% | +2.36% | +2.94% | +1.32% | +0.71% | +0.47% | +14.52% |
| 2024 | +2.26% | +3.74% | +3.66% | -3.58% | +4% | +3.81% | +0.61% | +2.31% | +1.77% | -0.59% | +5.44% | -2.59% | +22.42% |
| 2023 | -0.33% | -1.23% | +7.68% | +3.31% | +9.51% |
Drawdown analysis of BALI (BlackRock Advantage Large Cap Income ETF)
The maximum drawdown for the BALI was -16.62%, occurring on Apr 8, 2025. Recovery took 56 trading sessions.
The current BALI drawdown is -0.03%.
Since Sep 28, 2023 BALI has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.62% | Dec 5, 2024 | 83 | Apr 8, 2025 | 56 | Jun 30, 2025 | 139 |
| -7.74% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -6.71% | Feb 25, 2026 | 23 | Mar 30, 2026 | 10 | Apr 14, 2026 | 33 |
| -5.25% | Oct 16, 2023 | 9 | Oct 27, 2023 | 7 | Nov 7, 2023 | 16 |
| -4.78% | Mar 28, 2024 | 15 | Apr 19, 2024 | 17 | May 14, 2024 | 32 |
| -3.64% | Nov 11, 2025 | 7 | Nov 20, 2025 | 5 | Nov 28, 2025 | 12 |
| -3.49% | Jun 2, 2026 | 6 | Jun 10, 2026 | 20 | Jul 10, 2026 | 26 |
| -2.77% | Oct 8, 2025 | 2 | Oct 10, 2025 | 11 | Oct 27, 2025 | 13 |
| -2.25% | Jul 25, 2025 | 5 | Aug 1, 2025 | 5 | Aug 8, 2025 | 10 |
| -2.16% | Feb 2, 2026 | 3 | Feb 5, 2026 | 13 | Feb 25, 2026 | 16 |
| -2.13% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -2.06% | Dec 11, 2025 | 4 | Dec 17, 2025 | 4 | Dec 23, 2025 | 8 |
| -2.02% | Nov 11, 2024 | 4 | Nov 15, 2024 | 7 | Nov 26, 2024 | 11 |
| -1.96% | Jan 12, 2026 | 5 | Jan 20, 2026 | 4 | Jan 26, 2026 | 9 |
| -1.68% | May 21, 2024 | 6 | May 30, 2024 | 4 | Jun 5, 2024 | 10 |
| -1.55% | Apr 17, 2026 | 2 | Apr 21, 2026 | 7 | Apr 30, 2026 | 9 |
| -1.55% | Oct 29, 2025 | 6 | Nov 6, 2025 | 3 | Nov 11, 2025 | 9 |
| -1.40% | Sep 28, 2023 | 3 | Oct 3, 2023 | 3 | Oct 6, 2023 | 6 |
| -1.26% | Sep 30, 2024 | 5 | Oct 7, 2024 | 2 | Oct 9, 2024 | 7 |
| -1.18% | Feb 9, 2024 | 2 | Feb 13, 2024 | 6 | Feb 22, 2024 | 8 |
| -1.15% | Dec 28, 2023 | 4 | Jan 4, 2024 | 2 | Jan 8, 2024 | 6 |
| -1.15% | Jan 30, 2024 | 1 | Jan 31, 2024 | 2 | Feb 2, 2024 | 3 |
| -1.13% | Aug 14, 2025 | 5 | Aug 21, 2025 | 4 | Aug 27, 2025 | 9 |
| -1.05% | Dec 19, 2023 | 1 | Dec 20, 2023 | 3 | Dec 26, 2023 | 4 |
| -1.04% | Mar 1, 2024 | 2 | Mar 5, 2024 | 2 | Mar 7, 2024 | 4 |