Stock Return One Year
Returns the percentage price return for a stock over the past year (366 days). This is calculated from 366 days ago to yesterday's close.
What is Calculated
The function calculates:
- Start: Close price from 366 days ago
- End: Close price from yesterday
- Return: (End - Start) / Start
Parameters
| Parameter | Required | Description |
|---|---|---|
| Symbol | Yes | Stock ticker symbol |
Notes
- Returns are expressed as decimals (0.20 = 20% gain)
- Negative values indicate a decline
- Standard metric for annual performance comparison
Examples
=StockReturnOneYear("AAPL")=StockReturnOneYear("MSFT")=StockReturnOneYear("SPY")=StockReturnOneYear(A1)=StockReturnOneYear("AAPL") * 100When to Use
- Annual performance analysis
- Long-term trend assessment
- Year-over-year comparisons
- Portfolio annual reviews
- Benchmark comparisons
When NOT to Use
| Scenario | Use Instead |
|---|---|
| Need 9-month return | StockReturnNineMonths() |
| Need 6-month return | StockReturnSixMonths() |
| Need 3-month return | StockReturnThreeMonths() |
| Need YTD return | YTDReturn() |
| Need custom dates | StockReturn() |
Common Issues & FAQ
Q: Why am I getting "NA"? A: Check that:
- The symbol is valid
- The stock has been trading for at least 366 days
- Market data is available for the period
Q: How do I convert to percentage?
A: Multiply by 100:
=StockReturnOneYear("AAPL") * 100
Q: What's the difference between 1-year return and YTD return? A: 1-year return is always a rolling 366-day period from today. YTD return is from January 1st of the current year.
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