MarketXLS

Monthly Returns

Returns the monthly returns for portfolio analysis.

Syntax

=MonthlyReturns()
Excel Desktop (Windows)

Examples

=MonthlyReturns()

When to Use

  • Return series analysis
  • Performance tracking
  • Volatility calculation input

When NOT to Use

Scenario Use Instead
Cumulative wealth WealthIndex()
Annualized return CAGR()

Common Issues & FAQ

Are these returns compound or simple?

Simple monthly returns.

Excel Templates Using Monthly Returns

These ready-made MarketXLS templates call MonthlyReturns() in their worksheet formulas. Open one to see the function working inside a complete model.

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MarketXLS Excel Add-in Tutorial - How to Use Monthly Returns and Other Financial Formulas
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How does MarketXLS work?

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