Total Return Level Chart

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Historical Total Return Level Data

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Date Value
September 02, 2026 8.664
September 01, 2026 8.682
August 31, 2026 8.664
August 28, 2026 8.664
August 27, 2026 8.664
August 26, 2026 8.753
August 25, 2026 8.788
August 24, 2026 8.753
August 21, 2026 8.742
August 20, 2026 8.724
August 19, 2026 8.706
August 18, 2026 8.653
August 17, 2026 8.600
August 14, 2026 8.653
August 13, 2026 8.618
August 12, 2026 8.600
August 11, 2026 8.636
August 10, 2026 8.653
August 07, 2026 8.706
August 06, 2026 8.671
August 05, 2026 8.636
August 04, 2026 8.671
August 03, 2026 8.689
July 31, 2026 8.706
July 30, 2026 8.777
Date Value
July 29, 2026 8.759
July 28, 2026 8.759
July 27, 2026 8.689
July 24, 2026 8.636
July 23, 2026 8.583
July 22, 2026 8.671
July 21, 2026 8.588
July 20, 2026 8.624
July 17, 2026 8.694
July 16, 2026 8.641
July 15, 2026 8.571
July 14, 2026 8.553
July 13, 2026 8.536
July 10, 2026 8.518
July 09, 2026 8.500
July 08, 2026 8.518
July 07, 2026 8.553
July 06, 2026 8.483
July 02, 2026 8.483
July 01, 2026 8.324
June 30, 2026 8.394
June 29, 2026 8.447
June 26, 2026 8.430
June 25, 2026 8.412
June 24, 2026 8.342

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 Excel Add-In Codes

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