BlackRock Capital Allocation Trust

BlackRock Capital Allocation Trustverified

BCAT

Price:

$14.52

Market Cap:

$1.52B

BlackRock Capital Allocation Term Trust is a newly organized, non-diversified, closed-end management investment company with no operating history. Its investment objectives are to provide total return and income through a combination of current income, current gains and long-term capital appreciation. The Trust is headquartered in Wilmington, DE.

Industry

Asset Management

IPO Date

2020-09-25

Stock Exchange

NYSE

Ticker

BCAT

The ROE as of December 2025 (TTM) for BlackRock Capital Allocation Trust (BCAT) is 10.88%

According to BlackRock Capital Allocation Trust’s latest financial reports and current stock price. The company's current ROE is 10.88%. This represents a change of Infinity% compared to the average of 0% of the last 4 quarters.

BlackRock Capital Allocation Trust (BCAT) Historical ROE (quarterly & annually)

How has BCAT ROE performed in the past?

The mean historical ROE of BlackRock Capital Allocation Trust over the last ten years is 2.02%. The current 10.88% ROE has changed 438.86% with respect to the historical average. Over the past ten years (40 quarters), BCAT's ROE was at its highest in in the July 2020 quarter at 0%. The ROE was at its lowest in in the July 2020 quarter at 0%.

Quarterly (TTM)
Annual

Average

2.02%

Median

5.46%

Minimum

-17.71%

Maximum

11.30%

BlackRock Capital Allocation Trust (BCAT) ROE by Quarter and Year

Discovering the peaks and valleys of BlackRock Capital Allocation Trust ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 2.27%

Maximum Annual ROE = 11.30%

Minimum Annual Increase = -Infinity%

Minimum Annual ROE = -17.71%

Quarterly (TTM)
Annual
YearROEChange
202411.30%2.27%
202311.04%-162.37%
2022-17.71%-Infinity%
20210%-100.00%

BlackRock Capital Allocation Trust (BCAT) Average ROE

How has BCAT ROE performed in the past?

The current ROE of BlackRock Capital Allocation Trust (BCAT) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

1.54%

5-year avg

2.02%

10-year avg

2.02%

BlackRock Capital Allocation Trust (BCAT) ROE vs. Peers

How is BCAT’s ROE compared to its peers?

BlackRock Capital Allocation Trust’s ROE is less than BlackRock ESG Capital Allocation Trust (13.43%), less than BlackRock Science and Technology Trust (11.89%), less than BlackRock Health Sciences Trust II (3.39%), less than BlackRock Enhanced Equity Dividend Trust (10.66%), greater than Fidelity Advisor Dividend Growth Z (0%), greater than SEI Institutional International Trust Emerging Markets Equity Fund Class Y (0%), less than Blackrock Municipal 2030 Target Term Trust (2.19%), less than Champlain Small Company Fund Institutional Class (0%), greater than Schwab Target 2030 Index Fund Institutional Shares (0%),

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Frequently asked questions❓

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