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Drawdown Five Years Formula in Excel

The Drawdown Five Years formula in Excel (powered by MarketXLS) helps you quickly measure the peak-to-trough decline over a five-year period for a given stock or security. This function is especially useful for risk analysis, enabling investors and analysts to see how much a stock price has declined from its highest point within the specified timeframe.

Understanding Drawdown Five Years

  • Purpose: Returns the largest (peak-to-trough) percentage drop in a security’s price over the last five years.
  • Key Benefits:
    • Simplifies risk assessment by identifying significant drawdowns.
    • Automates the data retrieval from the MarketXLS database.
    • Ideal for comparing volatility across multiple securities.
  • When to Use: Use this formula when evaluating historical drawdowns to gauge financial risks, compare performance across assets, or when seeking a quick snapshot of the worst-case decline in the past five years.

Syntax and Parameters

=DrawdownFiveYears(Symbol)
Parameter Description Required Example
Symbol The ticker symbol (stock, index, option, or crypto). Yes "MSFT", "^SPX", etc.
  • Return Value:
    • Returns the peak-to-trough drawdown percentage (for example, -28.50 indicates a 28.50% drawdown).
    • If the symbol is invalid or an error occurs, returns "NA".

?? Note: The five-year timeframe is automatically determined from today’s date (today minus 1,826 days). No additional date parameters are necessary.

Examples and Usage

Below are a few examples illustrating how to use the DrawdownFiveYears formula in Excel:

  1. Using a regular stock symbol:
    =DrawdownFiveYears("MSFT")
  2. Using an index symbol:
    =DrawdownFiveYears("^SPX")
  3. Using an option symbol:
    =DrawdownFiveYears("@MSFT 110122C00020000")
  4. Using a cryptocurrency symbol:
    =DrawdownFiveYears("BTCUSD:DEFAULT")

? Pro Tip: If you need to review drawdowns for multiple symbols simultaneously, place this formula in cells corresponding to different tickers to compare their five-year declines at a glance.

Common Questions

  1. What if I get "NA" as a result?

    • This means the symbol may be invalid, there is no available data, or your MarketXLS license is not valid. Double-check the ticker symbol and ensure your subscription is active.
  2. Does the formula accept specific date inputs for five-year calculations?

    • This function automatically looks back five years from today. No manual date entry is needed.
  3. How is the value calculated?

    • It calculates the stock’s drawdown by first determining sequential peaks (cumulative maximum) and then finding the largest drop (drawdown) from the peak within the past five years.
  4. Are there any performance considerations?

    • MarketXLS queries real-time or historical data. Under heavy Excel usage, retrieval times may vary. For faster performance, avoid repeatedly recalculating volatile functions across many cells.
  5. Where can I learn more about MarketXLS analytics?

    • Explore related MarketXLS functions, such as:
      • Total Dividends Paid Between Two Days In The Past
      • Stock Return Seven Days
      • Stock Return Fifteen Days
      • Stock Return Thirty Days

?? Note: Always ensure you have a stable internet connection and a valid license to get accurate data from MarketXLS.

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MarketXLS Excel Add-in Tutorial - How to Use Drawdown Five Years and Other Financial Formulas
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