Total Return Level Chart

Sep '18
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Historical Total Return Level Data

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Date Value
September 04, 2026 17036.11
September 03, 2026 17053.97
September 02, 2026 16899.16
September 01, 2026 16833.65
August 31, 2026 16934.88
August 28, 2026 16988.47
August 27, 2026 17071.84
August 26, 2026 16952.75
August 25, 2026 16958.70
August 24, 2026 16881.29
August 21, 2026 16928.93
August 20, 2026 16857.47
August 19, 2026 17006.34
August 18, 2026 16928.93
August 17, 2026 17053.97
August 14, 2026 17053.97
August 13, 2026 17089.70
August 12, 2026 17042.07
August 11, 2026 16970.61
August 10, 2026 17018.25
August 07, 2026 17024.20
August 06, 2026 16905.11
August 05, 2026 16934.88
August 04, 2026 16988.47
August 03, 2026 16726.47
Date Value
July 31, 2026 16559.74
July 30, 2026 16482.33
July 29, 2026 16262.01
July 28, 2026 16500.20
July 27, 2026 16518.06
July 24, 2026 16571.65
July 23, 2026 16607.38
July 22, 2026 16720.52
July 21, 2026 16738.38
July 20, 2026 16577.61
July 17, 2026 16637.15
July 16, 2026 16756.24
July 15, 2026 16899.16
July 14, 2026 16851.52
July 13, 2026 16726.47
July 10, 2026 16893.20
July 09, 2026 16894.98
July 08, 2026 16776.42
July 07, 2026 16794.20
July 06, 2026 16960.19
July 02, 2026 16859.41
July 01, 2026 16918.69
June 30, 2026 17120.25
June 29, 2026 16977.97
June 26, 2026 16746.78

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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Median

Total Return Level Benchmarks

Total Return Level Excel Add-In Codes

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