BlackRock Capital Allocation Term Trust (BCAT) Total Return Calculator
$10,000 since Sep 2020, with and without reinvesting · data through Oct 2026
Since Sep 2020, $10,000 became $15,055 reinvested (7.0% a year), or $12,935 taking the dividends as cash, $6,195 of it paid out along the way.
BCAT became
$15,055
S&P 500: $24,467
Return a year
7.0%
S&P 500: 15.8%
Payouts reinvested
$9,322
bought more shares
Worst drop
-33.0%
S&P 500: -23.9%
$10,000, Sep 2020 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | BCAT total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +15.5% | $2,562 | +11.7% |
| 2025 | +16.8% | $2,722 | +17.7% |
| 2024 | +19.4% | $1,792 | +24.9% |
| 2023 | +19.2% | $892 | +26.2% |
| 2022 | −22.6% | $674 | −18.2% |
| 2021 | −5.2% | $626 | +28.7% |
| 2020 (part) | +6.9% | $54 | +12.1% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: BCAT total return
Data as of · Source: SmarterDividends data
- $10,000 invested in BlackRock Capital Allocation Term Trust (BCAT) at the end of Sep 2020, with dividends reinvested, was worth $15,055 at the end of Oct 2026: 7.0% a year, against $24,467 (15.8% a year) in the S&P 500.
- Over the 5 years to Oct 2026, BCAT returned 7.7% a year with dividends reinvested (S&P 500: 12.0%).
- Taking BCAT's dividends as cash instead of reinvesting them, the same $10,000 ended at $12,935, including $6,195 of cash received; reinvesting added $2,120.
- BCAT's best calendar year in that time was 2024 (19.4%) and its worst 2022 (-22.6%), with dividends reinvested.
Cite this page
SmarterDividends, "BlackRock Capital Allocation Term Trust (BCAT) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/BCAT/total-return
BCAT total return questions
What is BCAT's total return since Sep 2020?
51% in total, or 7.0% a year, through Oct 2026 with dividends reinvested. The share price alone fell 33%.
How much of BCAT's return came from dividends?
About 100% of its yearly return since Sep 2020. Reinvesting them, rather than taking cash, left you $2,120 better off on a $10,000 start.
What was BCAT's worst year?
2022, at -22.6% with dividends reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -33.0%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend 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.