Change Year To Date Formula in Excel

Understanding Change Year To Date

The Change Year To Date formula in Excel, powered by MarketXLS, calculates the price change for a given symbol from the start of the current year to the present date. This function is especially useful for investors and analysts who need to:

• Quickly gauge a stock’s performance since the beginning of the year.
• Compare multiple symbols' year-to-date results.
• Make informed decisions based on real-time market data.

? Pro Tip: Use this function to monitor daily fluctuations and track portfolio performance against benchmarks such as the S&P 500 (e.g., ^SPX).

Syntax and Parameters

Use the =ChangeYTD function in your Excel worksheet to retrieve the year-to-date price change. The syntax is straightforward:

=ChangeYTD(Symbol)

Return Value

• Returns a numeric value representing the price change from the start of the year to the current date.
• If the symbol is invalid or if there is any issue retrieving data, the function returns "NA".

?? Note: Ensure you have a valid MarketXLS license. Invalid licenses will also result in an "NA".

Examples and Usage

Below are practical ways to use the Change Year To Date formula in Excel with MarketXLS:

1. Track a single stock’s YTD change:

   =ChangeYTD("MSFT")

   This returns the year-to-date price change for Microsoft.

2. Monitor an index’s performance:

   =ChangeYTD("^SPX")

   Observe the YTD change of the S&P 500 index.

3. Compare cryptocurrency performance:

   =ChangeYTD("BTCUSD:DEFAULT")

   Keep an eye on Bitcoin’s year-to-date price change.

• Consider pairing these formulas within your portfolio dashboard for quick, real-time insights.
• Use conditional formatting to highlight where the YTD gains or losses exceed your chosen thresholds.

Common Questions

1. What happens if I enter an incorrect or unsupported symbol?

If the symbol is incorrect or not recognized by MarketXLS, the formula will return "NA".

2. Is there a limit on how old the data can be?

The backend limits certain calculations up to 11 years. However, since this is a YTD function, it only focuses on data from the beginning of the current year.

3. How does performance vary for slower or lesser-known symbols?

Data retrieval times can be slightly longer for less-frequently traded symbols, but MarketXLS caches recent queries to improve performance.

4. Does this function handle adjusted or unadjusted prices?

By default, year-to-date changes typically use the adjusted closing price unless otherwise specified in the MarketXLS configuration.

? Pro Tip: For thorough analyses, combine ChangeYTD with other MarketXLS formulas (e.g., total returns or dividends) to capture a complete performance picture.