1 Year Total Returns (Daily) Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical 1 Year Total Returns (Daily) Data

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Date Value
August 24, 2026 11.08%
August 21, 2026 12.41%
August 20, 2026 11.89%
August 19, 2026 12.42%
August 18, 2026 11.79%
August 17, 2026 12.14%
August 14, 2026 12.62%
August 13, 2026 13.39%
August 12, 2026 13.16%
August 11, 2026 13.98%
August 10, 2026 14.15%
August 07, 2026 14.69%
August 06, 2026 13.93%
August 05, 2026 14.92%
August 04, 2026 14.34%
August 03, 2026 14.27%
July 31, 2026 11.57%
July 30, 2026 10.22%
July 29, 2026 9.00%
July 28, 2026 10.25%
July 27, 2026 9.93%
July 24, 2026 10.22%
July 23, 2026 10.37%
July 22, 2026 12.25%
July 21, 2026 12.18%
Date Value
July 20, 2026 12.21%
July 17, 2026 12.32%
July 16, 2026 13.82%
July 15, 2026 14.77%
July 14, 2026 13.75%
July 13, 2026 13.00%
July 10, 2026 13.45%
July 09, 2026 13.01%
July 08, 2026 13.09%
July 07, 2026 13.05%
July 06, 2026 12.66%
July 02, 2026 12.57%
July 01, 2026 12.72%
June 30, 2026 11.94%
June 29, 2026 11.82%
June 26, 2026 11.21%
June 25, 2026 11.98%
June 24, 2026 12.93%
June 23, 2026 14.01%
June 22, 2026 15.59%
June 18, 2026 16.33%
June 17, 2026 15.21%
June 16, 2026 15.69%
June 15, 2026 16.73%
June 12, 2026 13.97%

Total Return Definition

The Total return is the change in price over a specific period of time that includes dividends and distributions paid.

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1 Year Total Returns (Daily) Range, Past 5 Years

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Maximum
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Median

1 Year Total Returns (Daily) Benchmarks

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Fidelity Balanced Fund 17.65%
Columbia Balanced Fund S 12.17%
Fidelity Puritan Fund 15.53%
State Farm Balanced Fund 18.40%
Touchstone Balanced Fund Y 10.73%

1 Year Total Returns (Daily) Excel Add-In Codes

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