Change Quarter To Date

Returns the absolute dollar change in stock price from the first trading day of the current calendar quarter.

Return Value

Dollar amount (positive or negative).

Examples

=ChangeQTD("AAPL")
Dollar change this quarter
=ChangeQTD("MSFT")
Microsoft's QTD change

When to Use

Quarterly performance tracking, absolute QTD returns

When NOT to Use

| Need percentage | ChangePercentQTD() | | Need YTD | ChangeYTD() |

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 Quarter To Date and Other Financial Formulas
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