Stock Return One Year Formula in Excel

Welcome to this comprehensive guide on using the Stock Return One Year formula in Excel with MarketXLS. This powerful function lets you easily compute the one-year return (either total or price return) for a given ticker symbol. You can focus on understanding long-term performance for a stock, index, ETF, or other instruments.

Understanding Stock Return One Year

The Stock Return One Year formula in Excel calculates the return of a particular security over the past year. It automatically references data from MarketXLS servers to fetch historical prices starting from 366 days ago until the previous day's close.

• Purpose: Quickly assess the annual performance of a security.

• Key Benefits:

  • Evaluate stock or asset performance over the past year.
  • Compare year-over-year returns across different assets.
  • Create custom dashboards analyzing annual return data.

• When to Use:

  • Portfolio review and performance tracking.
  • Researching potential investments or comparing returns.
  • Gauging the effectiveness of trading and investment strategies.

Syntax and Parameters

Use the following syntax in Excel:

=StockReturnOneYear(Symbol, [TypeOfReturn])

?? Note: If the MarketXLS license is not valid, the formula returns "NA".

Return Value

• Typically returns a numeric value representing the one-year return based on closing prices.
• Returns "NA" if the symbol is invalid or if an error occurs in data retrieval.

Error Handling and Special Cases

• Invalid Symbol: The function returns "NA".
• License Not Valid: The function returns "NA".
• Data Limitations: Only up to 11 years of history are stored. However, since this formula focuses on one year, it naturally avoids surpassing this limit.
• Performance: Prices update daily around 5 PM EST, so the formula reflects data through the prior day's close.

Examples and Usage

Below are practical examples of how to use StockReturnOneYear in different scenarios:

=StockReturnOneYear("MSFT")

Retrieves the default return (commonly total or price) for Microsoft over the past year.

=StockReturnOneYear("MSFT", "total")

Returns the total one-year return for MSFT, including dividend adjustments.

=StockReturnOneYear("^SPX", "price")

Extracts the price-only one-year change for the S&P 500 Index.

? Pro Tip: You can refer to different symbols in cells. For instance, if A1 contains "MSFT", you can use:

=StockReturnOneYear(A1, "total")

Passing Symbols in Various Formats

• Regular Stock:

  =StockReturnOneYear("MSFT")

• Index:

  =StockReturnOneYear("^SPX")

• Option:

  =StockReturnOneYear("@MSFT 110122C00020000")

• Crypto:

  =StockReturnOneYear("BTCUSD:DEFAULT")

Date Inputs

This function automatically calculates the one-year return from today minus 366 days through yesterday. It does not accept a user-defined date range directly. If you store a symbol in a cell (e.g., A1), you can reference it:

=StockReturnOneYear(A1)

It will process the ticker in A1 but still use the automated start/end dates for the past rolling year.

Common Questions

1. What if I need different time intervals?
   There are similar MarketXLS functions like StockReturnSevenDays, StockReturnFifteenDays, and StockReturnThirtyDays for shorter periods. For custom date ranges, other MarketXLS analytics functions are available.

2. Why do I get "NA"?

   • Verify your MarketXLS license status.
   • Ensure the symbol is correct and supported (e.g., "MSFT").

3. How often does the data update?
   Data is refreshed daily around 5 PM EST, so ensure you refresh the spreadsheet after that time to get the latest values.

4. Can I get returns with dividends re-invested?
   Yes. By specifying "total", the function calculates total returns, factoring in dividends.

5. Does it work for non-US stocks or foreign exchanges?
   MarketXLS supports many markets. As long as the symbol is recognized, it should work. For instance, some Indian equity symbols are supported.

?? Note: If you attempt to fetch data beyond the 11-year history limit, you might encounter errors or the function may return "NA". For one-year returns, this usually isn’t a concern.

Feel free to explore more MarketXLS analytics functions for multi-period returns, dividend analysis, and other advanced financial calculations!