Total Return Level Chart

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

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Date Value
September 04, 2026 4627.16
September 03, 2026 4648.92
September 02, 2026 4605.89
September 01, 2026 4577.54
August 31, 2026 4623.11
August 28, 2026 4640.82
August 27, 2026 4651.46
August 26, 2026 4647.41
August 25, 2026 4666.64
August 24, 2026 4658.04
August 21, 2026 4656.01
August 20, 2026 4591.21
August 19, 2026 4589.69
August 18, 2026 4521.85
August 17, 2026 4555.27
August 14, 2026 4590.71
August 13, 2026 4590.20
August 12, 2026 4579.06
August 11, 2026 4582.60
August 10, 2026 4593.74
August 07, 2026 4590.20
August 06, 2026 4546.66
August 05, 2026 4547.17
August 04, 2026 4523.88
August 03, 2026 4478.82
Date Value
July 31, 2026 4441.36
July 30, 2026 4442.88
July 29, 2026 4411.49
July 28, 2026 4406.43
July 27, 2026 4369.47
July 24, 2026 4327.96
July 23, 2026 4301.63
July 22, 2026 4358.84
July 21, 2026 4357.32
July 20, 2026 4335.55
July 17, 2026 4348.72
July 16, 2026 4367.45
July 15, 2026 4365.42
July 14, 2026 4333.53
July 13, 2026 4333.02
July 10, 2026 4359.85
July 09, 2026 4339.60
July 08, 2026 4330.49
July 07, 2026 4376.05
July 06, 2026 4386.68
July 02, 2026 4353.78
July 01, 2026 4303.66
June 30, 2026 4296.57
June 29, 2026 4307.71
June 26, 2026 4301.63

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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Maximum
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Median

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