Adjusted Close (Year End)

Returns the adjusted closing price for a stock or ETF on the last trading day of the specified year (Dec 31, adjusted for weekends/holidays). Accounts for stock splits and dividend distributions.

Notes

  • Uses Dec 31 as target, auto-adjusts to last actual trading day
  • Only requires Symbol and Year parameters

Syntax

=Adjusted_Close_YearEnd(Symbol, Year)
Excel Desktop (Windows)

Examples

=Adjusted_Close_YearEnd("AAPL", 2024)
Adj close end of 2024
=Adjusted_Close_YearEnd("MSFT", 2023)
Adj close end of 2023
Annual total return:
=(Adjusted_Close_YearEnd("AAPL",2024)-Adjusted_Close_YearEnd("AAPL",2023))/Adjusted_Close_YearEnd("AAPL",2023)

When to Use

  • Annual total return calculations
  • Multi-year performance analysis
  • Tax year-end valuations accounting for splits
  • CAGR calculations

When NOT to Use

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Common Issues & FAQ

The adjusted close for 2020 keeps changing.?

Yes — each new dividend or split recalculates all historical adjusted prices. Query the value when you need it and store the result.

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MarketXLS Excel Add-in Tutorial - How to Use Adjusted Close (Year End) and Other Financial Formulas
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