Change Quarter To Date In Percent

Returns the percentage change from the first trading day of the current calendar quarter.

Syntax

=ChangePercentQTD(Symbol)
Excel Desktop (Windows)

Examples

=ChangePercentQTD("AAPL")
Percentage change this quarter

When to Use

Quarterly performance comparison, QTD return analysis

When NOT to Use

| Need dollar change | ChangeQTD() |

Common Issues & FAQ

Why am I getting "NA"?

Check that the symbol is valid and has sufficient trading history for the requested period.

Are returns price-only or total return?

These are typically price returns. Dividend-adjusted returns may differ.

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