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 1794.77
September 03, 2026 1796.25
September 02, 2026 1781.45
September 01, 2026 1777.75
August 31, 2026 1787.37
August 28, 2026 1791.07
August 27, 2026 1797.73
August 26, 2026 1792.55
August 25, 2026 1794.03
August 24, 2026 1785.15
August 21, 2026 1790.33
August 20, 2026 1780.71
August 19, 2026 1788.11
August 18, 2026 1785.15
August 17, 2026 1794.03
August 14, 2026 1798.47
August 13, 2026 1799.95
August 12, 2026 1790.33
August 11, 2026 1784.41
August 10, 2026 1786.63
August 07, 2026 1789.59
August 06, 2026 1779.23
August 05, 2026 1787.37
August 04, 2026 1786.63
August 03, 2026 1768.87
Date Value
July 31, 2026 1756.29
July 30, 2026 1750.37
July 29, 2026 1728.90
July 28, 2026 1745.93
July 27, 2026 1746.67
July 24, 2026 1740.74
July 23, 2026 1742.22
July 22, 2026 1756.29
July 21, 2026 1759.99
July 20, 2026 1745.93
July 17, 2026 1750.37
July 16, 2026 1757.77
July 15, 2026 1766.65
July 14, 2026 1758.51
July 13, 2026 1748.15
July 10, 2026 1761.47
July 09, 2026 1757.03
July 08, 2026 1745.19
July 07, 2026 1751.11
July 06, 2026 1762.95
July 02, 2026 1749.63
July 01, 2026 1752.59
June 30, 2026 1759.25
June 29, 2026 1752.59
June 26, 2026 1740.74

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