Change Year To Date In Percent Formula in Excel

The Change Year To Date In Percent formula in Excel (with MarketXLS) helps you quickly assess how much a stock or other tradable asset has changed in value since the beginning of the current year. This function is particularly useful for investors who want to measure real-time performance of their portfolios, spot market trends early, and make data-driven decisions.

Understanding Change Year To Date In Percent

• Purpose: Calculates the percentage change in a security’s price from the start of the year to the current date.
• Key Benefits:
  • Evaluates investment performance year-to-date
  • Compares multiple securities’ annual growth at a glance
  • Monitors market conditions without manual calculations
• When to Use:
  • During quarterly and annual portfolio reviews
  • For real-time performance tracking in Excel
  • When analyzing market swings and volatility

Syntax and Parameters

Use the following syntax in Excel:

=ChangePercentYTD("SYMBOL")

Return Value

• Returns a numeric percentage indicating the year-to-date percentage change for the specified symbol.
• If the symbol is invalid or data is not found, the function returns "NA".

Error Handling

• "NA" is returned if:
  • The symbol doesn’t exist or is typed incorrectly.
  • The MarketXLS license is invalid or expired.

Special Cases and Limitations

• Works only if MarketXLS is installed and a valid license is active.
• Historical data constraints may cause the function to return partial results or "NA" if the data is unavailable from the start of the year.

? Pro Tip: Use this function alongside other MarketXLS analytics functions to build robust stock performance dashboards.

Examples and Usage

Below are some ways to use the Change Year To Date In Percent function for different symbol types:

1. Regular Symbol:

   =ChangePercentYTD("MSFT")

2. Index Symbol:

   =ChangePercentYTD("^SPX")

3. Option Symbol:

   =ChangePercentYTD("@MSFT 110122C00020000")

4. Cryptocurrency Symbol:

   =ChangePercentYTD("BTCUSD:DEFAULT")

?? Note: Ensure your ticker symbols match MarketXLS format to avoid invalid symbol errors.

Common Questions

1. Why am I getting “NA” as the result?

   • This may occur if the symbol is invalid, data is unavailable, or your MarketXLS license is not active. Verify the symbol and ensure your license is valid.

2. Can I calculate YTD change for multiple securities at once?

   • Yes. You can drag the formula down or across other cells, referencing different tickers to compare multiple securities side by side.

3. How often is the data updated?

   • Typically, data updates daily around market close. Check MarketXLS documentation or your plan details for specific refresh frequencies.

4. Is there a limit to how far back the function checks data?

   • MarketXLS maintains historical data for most major exchanges, but certain restrictions apply beyond several years or for niche markets. Refer to MarketXLS documentation for more details.

5. Does this function account for dividends or splits?

   • It focuses on price change. For total return analysis (price change plus dividends), use other MarketXLS functions that account for reinvested dividends.

Use Change Year To Date In Percent to streamline your portfolio reviews and quickly determine how each asset is performing year-to-date. Combine this function with other MarketXLS analytics formulas to gain an edge in your investment decisions.