BALI Total Return Calculator
$10,000 since Sep 2023, with and without reinvesting · data through Oct 2026
Since Sep 2023, $10,000 became $17,610 reinvested (20.1% a year), or $16,822 taking the distributions as cash, $3,052 of it paid out along the way.
BALI became
$17,610
S&P 500: $18,331
Return a year
20.1%
S&P 500: 21.7%
Payouts reinvested
$3,463
bought more shares
Worst drop
-7.4%
S&P 500: -7.6%
$10,000, Sep 2023 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | BALI total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +14.3% | $1,025 | +11.7% |
| 2025 | +14.5% | $1,266 | +17.7% |
| 2024 | +22.4% | $928 | +24.9% |
| 2023 (part) | +9.9% | $243 | +11.6% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: BALI total return
Data as of · Source: SmarterDividends data
- $10,000 invested in BALI at the end of Sep 2023, with distributions reinvested, was worth $17,610 at the end of Oct 2026: 20.1% a year, against $18,331 (21.7% a year) in the S&P 500.
- Taking BALI's distributions as cash instead of reinvesting them, the same $10,000 ended at $16,822, including $3,052 of cash received; reinvesting added $788.
- BALI's best calendar year in that time was 2024 (22.4%) and its worst 2025 (14.5%), with distributions reinvested.
Cite this page
SmarterDividends, "BALI Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/BALI/total-return
BALI total return questions
What is BALI's total return since Sep 2023?
76% in total, or 20.1% a year, through Oct 2026 with distributions reinvested. The share price alone rose 38%.
How much of BALI's return came from distributions?
About 46% of its yearly return since Sep 2023. Reinvesting them, rather than taking cash, left you $788 better off on a $10,000 start.
What was BALI's worst year?
2025, at 14.5% with distributions reinvested (S&P 500: 17.7%). Its deepest fall from a peak, on month-end values, was -7.4%.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.