Change Month To Date In Percent Formula in Excel

Analyze your stock or other financial instruments’ performance from the start of the current month to the current date with the Change Month To Date In Percent formula in Excel. This MarketXLS function helps you track real-time shifts in price, compare performance over a monthly timeframe, and make data-driven investment decisions.

Understanding Change Month To Date In Percent

• Purpose: The Change Month To Date In Percent function calculates the percentage change in an asset’s price from the beginning of the current month until today.
• Key Benefits:
  • Quickly gauge short-term performance within the current month.
  • Compare how multiple securities are performing month-to-date (MTD).
  • Streamline your reporting process using a single formula.
• When to Use:
  • Monthly portfolio reviews
  • Performance comparison across multiple symbols or asset classes
  • Identifying short-term trends or anomalies early

Syntax and Parameters

=ChangePercentMTD(Symbol)

Return Value:

• A numeric value representing the percentage change from the start of the current month to the current date.
• Returns "NA" if the symbol is invalid, license is not active, or data cannot be retrieved.

?? Note: This function connects to the MarketXLS data source. If your MarketXLS license is invalid or there is an issue accessing the online data, the function will return "NA."

Examples and Usage

Below are practical ways to use the ChangePercentMTD function in Excel:

1. Basic Example: Checking a Stock

   =ChangePercentMTD("MSFT")

   Retrieves the month-to-date percentage change for Microsoft Corporation.

2. Analyzing an Index

   =ChangePercentMTD("^SPX")

   Returns the month-to-date percentage change for the S&P 500 index.

3. Options Symbol

   =ChangePercentMTD("@MSFT 110122C00020000")

   Tracks the performance of a specific Microsoft call option from the start of the month.

4. Crypto Symbol

   =ChangePercentMTD("BTCUSD:DEFAULT")

   Shows the month-to-date percentage change for Bitcoin in USD.

? Pro Tip: Use Excel references to make your workbook dynamic. For example, store the symbol in cell A1, and use:

=ChangePercentMTD(A1)

Performance Considerations

• Calling this function repeatedly for many symbols might slow down your workbook due to multiple web data requests.
• If experiencing delays, consider limiting the number of concurrent calls or using a helper column for offline calculations.

Error Handling

• If MarketXLS cannot find or parse your symbol, you will receive "NA".
• Ensure your ticker symbols are correct and that you have a valid MarketXLS license.

Common Questions

1. Why does the function return "NA"?

   • An invalid symbol was entered.
   • A data retrieval issue occurred.
   • Your MarketXLS license is invalid or expired.

2. Is the value updated automatically each day?

   • Yes. The function references MarketXLS’s data feed, so the percentage change updates as new data becomes available.

3. Can I use cell references for the symbol?

   • Absolutely. Place your symbol in a cell, for example A1, and reference it with =ChangePercentMTD(A1) for a dynamic setup.

4. Does this function work for historical dates?

   • The calculation always uses the start of the current month to the current date per MarketXLS’s data. If you need a different date range, use a different MarketXLS function designed for custom periods.

?? Note: Always confirm you have the latest MarketXLS version to ensure accurate and timely data retrieval. Check for updates if the returned results seem delayed or incorrect.