This data represents the total return of the ICE BofA Indices, When the last calendar day of the month takes place on the weekend, weekend observations will occur as a result of month ending accrued interest adjustments.

The total return is the actual rate of return of an investment or a pool of investments over a given evaluation period. Total return includes interest, capital gains, dividends and distributions realized over a given period of time.

See definitions:

No programming experience? With the Finance Toolkit MCP server, AI assistants such as Claude and ChatGPT can calculate the Total Return for you. Just ask in plain English.

Calculate the Total Return in Python

The Total Return is available in the Fixed Income module of the open-source Finance Toolkit. Install it with:

pip install financetoolkit -U

Then call get_ice_bofa_total_return as shown below.

from financetoolkit import FixedIncome

fixedincome = FixedIncome(
    start_date='2024-01-01',
    end_date='2024-01-15',
)

fixedincome.get_ice_bofa_total_return(maturity=True)

Which returns:

Date 1-3 Years 3-5 Years 5-7 Years 7-10 Years 10-15 Years 15+ Years
2024-01-01 1913.78 2487.68 809.13 585.705 4206.25 4358.69
2024-01-02 1912.73 2484.25 807.62 584.32 4193.7 4343.71
2024-01-03 1912.18 2483.95 807.54 583.84 4194.39 4339.07
2024-01-04 1910.86 2477.9 804.35 580.42 4163.24 4289.24
2024-01-05 1910.86 2475.75 802.82 578.73 4148.31 4262.52
2024-01-08 1912.48 2480.39 804.97 580.71 4167.04 4302.16
2024-01-09 1913.5 2482.27 805.72 581.26 4173.04 4303.34
2024-01-10 1914.12 2483.6 806.21 581.29 4175.16 4304.82
2024-01-11 1918.28 2492.25 809.94 583.92 4200.49 4330.72
2024-01-12 1922.1 2498.89 812.41 585.2 4213.47 4338.43
2024-01-15 1922.67 2499.76 812.67 585.41 4215.34 4340.24

Parameters

get_ice_bofa_total_return accepts the following parameters:

  • maturity (bool, optional): Whether to return the maturity total return or the rating total return.
  • rounding (int | None, optional): The number of decimals to round the results to. Defaults to None.
  • standardize (bool, optional): Whether to standardize (Z-Score) the result. Defaults to False.

The Fixed Income module page introduces the module, and the sidebar lists all of its functions.

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