Change Month To Date In Percent

Returns the percentage change in stock price from the first trading day of the current month.

Formula

% Change = (Current Price - Start of Month Price) / Start of Month Price × 100

Return Value

Percentage value (e.g., 5.2 means up 5.2%).

Examples

=ChangePercentMTD("AAPL")
Percentage change this month
=ChangePercentMTD("MSFT")
Microsoft's MTD %

When to Use

MTD performance comparison, percentage returns analysis

When NOT to Use

| Need dollar change | ChangeMTD() | | Need YTD percent | ChangePercentYTD() |

Common Issues & FAQ

Q: Why am I getting "NA"? A: Check that the symbol is valid and has sufficient trading history for the requested period.

Q: Are returns price-only or total return? A: These are typically price returns. Dividend-adjusted returns may differ.

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MarketXLS Excel Add-in Tutorial - How to Use Change Month To Date In Percent and Other Financial Formulas
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