1919 Socially Responsive Balanced Fund A (SSIAX)

34.19 -0.06 (-0.18%) USD  |  Jan 16 2026
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SSIAX 1 Year Total Returns (Daily): 9.54% for Jan. 16, 2026

1 Year Total Returns (Daily) Chart

Sep '18
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Historical Data

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Total Return Definition

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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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1 Year Total Returns (Daily) Benchmarks

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Eaton Vance Balanced Fund A 11.42%
Federated Hermes MDT Balance A 13.18%
Calvert Balanced Fund A 12.01%
PGIM Balanced Fund A 16.48%
Virtus Tactical Allocation Fund A 7.13%

1 Year Total Returns (Daily) Related Metrics

1 Month Total Returns (Daily) 0.68%
3 Month Total Returns (Daily) 2.16%
6 Month Total Returns (Daily) 5.84%
Annualized 3 Year Total Returns (Daily) 13.61%
Annualized 5 Year Total Returns (Daily) 7.53%
Annualized 10 Year Total Returns (Daily) 10.70%
Annualized 15 Year Total Returns (Daily) 8.72%
Annualized Total Returns Since Inception (Daily) 7.91%

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

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