Total Return Level Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Total Return Level Data

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Date Value
September 04, 2026 1055.36
September 03, 2026 1057.17
September 02, 2026 1053.81
September 01, 2026 1050.20
August 31, 2026 1053.81
August 28, 2026 1057.94
August 27, 2026 1060.26
August 26, 2026 1058.97
August 25, 2026 1060.26
August 24, 2026 1057.68
August 21, 2026 1058.46
August 20, 2026 1054.58
August 19, 2026 1057.17
August 18, 2026 1053.29
August 17, 2026 1057.94
August 14, 2026 1061.30
August 13, 2026 1065.69
August 12, 2026 1060.26
August 11, 2026 1059.23
August 10, 2026 1060.01
August 07, 2026 1060.52
August 06, 2026 1056.91
August 05, 2026 1060.78
August 04, 2026 1060.78
August 03, 2026 1048.39
Date Value
July 31, 2026 1042.19
July 30, 2026 1040.39
July 29, 2026 1029.29
July 28, 2026 1039.35
July 27, 2026 1037.55
July 24, 2026 1036.51
July 23, 2026 1038.58
July 22, 2026 1044.00
July 21, 2026 1044.26
July 20, 2026 1037.03
July 17, 2026 1038.32
July 16, 2026 1043.48
July 15, 2026 1047.36
July 14, 2026 1045.03
July 13, 2026 1043.74
July 10, 2026 1052.00
July 09, 2026 1052.78
July 08, 2026 1047.87
July 07, 2026 1050.20
July 06, 2026 1055.88
July 02, 2026 1050.71
July 01, 2026 1050.97
June 30, 2026 1058.46
June 29, 2026 1055.36
June 26, 2026 1046.84

Total Return Level Definition

The total return level allows investors to view the performance of a security inclusive of both price appreciation and dividends/distributions. Total return level is seen as the most accurate calculation that produces returns consistent with most other sources.

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Total Return Level Range, Past 5 Years

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Minimum
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Maximum
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Average
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Median

Total Return Level Excel Add-In Codes

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Metric Code: total_return_forward_adjusted_price
Latest Data Point: =YCP("M:BALFX", "total_return_forward_adjusted_price")
Last 5 Data Points: =YCS("M:BALFX", "total_return_forward_adjusted_price", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.