BlackRock Capital Allocation Trust (BCAT)

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The chart shows the growth of an initial investment of $10,000 in BlackRock Capital Allocation Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

BlackRock Capital Allocation Trust (BCAT) has returned 5.19% so far this year and 22.17% over the past 12 months.

Based on dividend-adjusted daily data since Sep 25, 2020, BCAT's average daily return is +0.03%, while the average monthly return is +0.59%. At this rate, your investment would double in approximately 9.8 years.

Historically, 63% of months were positive and 37% were negative. The best month was Jan 2023 with a return of +9.7%, while the worst month was Sep 2021 at -7.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, BCAT closed higher 51% of trading days. The best single day was Apr 9, 2025 with a return of +5.6%, while the worst single day was Apr 4, 2025 at -4.7%.

BlackRock Capital Allocation Trust has an annualized alpha of -0.89%, beta of 0.60, and R² of 0.40 versus S&P 500 Index. Calculated based on daily prices since September 28, 2020.

• This stock participated in 89.18% of S&P 500 Index downside but only 66.02% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.60 may look defensive, but with R² of 0.40 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.40 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.

BCAT ranks 84 for risk / return — in the top 84% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for BlackRock Capital Allocation Trust (BCAT) and compare them to a chosen benchmark (S&P 500 Index).

BlackRock Capital Allocation Trust provided a 22.92% dividend yield over the last twelve months, with an annual payout of $3.24 per share. The company has been increasing its dividends for 5 consecutive years.

The table displays the monthly dividend distributions for BlackRock Capital Allocation Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the BlackRock Capital Allocation Trust. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the BlackRock Capital Allocation Trust was 36.13%, occurring on Oct 7, 2022. Recovery took 536 trading sessions.

The current BlackRock Capital Allocation Trust drawdown is 6.25%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of BlackRock Capital Allocation Trust over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how BlackRock Capital Allocation Trust is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.