Performance analysis of BlackRock Capital Allocation Term Trust (BCAT)
Annual Return
Over the past 3 years, BCAT has had an average annual return of +21.12%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, BCAT has had an average annual return of +7.63%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Sep 25, 2020, BCAT has had an average annual return of +8.76%, underperforming the benchmark SPY, which returned +17.27% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +20.94% | +16.78% | +19.38% | +19.26% | -22.64% | -5.19% | +9.35% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.70% | +5.07% | -5.26% | +8.73% | +7.20% | -1.38% | +20.94% | ||||||
| 2025 | +3.87% | +1.20% | -4.37% | +2.40% | +4.99% | +3.60% | +0.22% | +2.72% | +0.17% | +1.28% | -0.49% | +0.35% | +16.78% |
| 2024 | +3.28% | +2.41% | +8.02% | -6.74% | +8.01% | +1.14% | +1.64% | +2.98% | +0.88% | -1.57% | +4.36% | -5.43% | +19.38% |
| 2023 | +9.70% | -0.95% | +2.91% | +0.72% | -1.47% | +4.12% | +1.63% | -2.18% | -1.96% | -2.65% | +6.71% | +1.94% | +19.26% |
| 2022 | -5.25% | -5.77% | -2.92% | -5.43% | +2.45% | -6.80% | +5.14% | -3.28% | -6.69% | +6.22% | +2.97% | -4.76% | -22.64% |
| 2021 | +1.44% | -0.92% | -4.84% | +6.65% | -1.75% | +3.21% | +0.74% | +0.81% | -7.77% | +0.23% | -5.81% | +3.65% | -5.19% |
| 2020 | +2.30% | -3.32% | +7.43% | +2.92% | +9.35% |
Drawdown analysis of BlackRock Capital Allocation Term Trust (BCAT)
The maximum drawdown for the BCAT was -36.11%, occurring on Oct 7, 2022. Recovery took 536 trading sessions.
The current BCAT drawdown is -1.51%.
Since Sep 25, 2020 BCAT has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.11% | Feb 10, 2021 | 418 | Oct 7, 2022 | 536 | Nov 25, 2024 | 954 |
| -13.69% | Feb 13, 2025 | 36 | Apr 7, 2025 | 24 | May 12, 2025 | 60 |
| -8.89% | Dec 22, 2020 | 22 | Jan 26, 2021 | 10 | Feb 9, 2021 | 32 |
| -7.97% | Mar 4, 2026 | 18 | Mar 30, 2026 | 15 | Apr 21, 2026 | 33 |
| -6.09% | Dec 11, 2024 | 12 | Dec 30, 2024 | 30 | Feb 13, 2025 | 42 |
| -4.61% | Sep 15, 2025 | 48 | Nov 20, 2025 | 8 | Dec 3, 2025 | 56 |
| -3.79% | Oct 20, 2020 | 8 | Oct 30, 2020 | 6 | Nov 9, 2020 | 14 |
| -2.85% | May 13, 2025 | 6 | May 21, 2025 | 7 | Jun 2, 2025 | 13 |
| -2.84% | Aug 13, 2025 | 6 | Aug 21, 2025 | 6 | Aug 29, 2025 | 12 |
| -2.41% | Dec 5, 2025 | 8 | Dec 17, 2025 | 10 | Jan 2, 2026 | 18 |
| -2.01% | May 13, 2026 | 4 | May 19, 2026 | 2 | May 21, 2026 | 6 |
| -1.78% | Nov 18, 2020 | 5 | Nov 25, 2020 | 2 | Nov 30, 2020 | 7 |
| -1.53% | Jul 18, 2025 | 10 | Aug 1, 2025 | 5 | Aug 8, 2025 | 15 |
| -1.51% | Jun 1, 2026 | 2 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -1.32% | Jun 10, 2025 | 3 | Jun 13, 2025 | 6 | Jun 24, 2025 | 9 |
| -1.15% | Jan 16, 2026 | 1 | Jan 20, 2026 | 2 | Jan 22, 2026 | 3 |
| -1.13% | Jul 15, 2025 | 2 | Jul 17, 2025 | 1 | Jul 18, 2025 | 3 |
| -1.08% | Jan 29, 2026 | 3 | Feb 3, 2026 | 3 | Feb 6, 2026 | 6 |
| -1.00% | Feb 11, 2026 | 3 | Feb 17, 2026 | 5 | Feb 24, 2026 | 8 |
| -0.98% | Sep 30, 2020 | 4 | Oct 6, 2020 | 3 | Oct 9, 2020 | 7 |
| -0.86% | Nov 29, 2024 | 2 | Dec 3, 2024 | 4 | Dec 9, 2024 | 6 |
| -0.81% | Dec 11, 2020 | 1 | Dec 14, 2020 | 1 | Dec 15, 2020 | 2 |
| -0.80% | Nov 30, 2020 | 1 | Dec 1, 2020 | 1 | Dec 2, 2020 | 2 |
| -0.66% | Jul 1, 2025 | 1 | Jul 2, 2025 | 4 | Jul 9, 2025 | 5 |
| -0.65% | Dec 17, 2020 | 1 | Dec 18, 2020 | 2 | Dec 22, 2020 | 3 |