Monthly Returns
Returns the monthly returns for portfolio analysis.
Syntax
=MonthlyReturns()Examples
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.
Related Formulas
More MarketXLS Portfolio Analytics formulas you can use in the same worksheet:
- Portfolio Beta
- Portfolio Efficient Frontier Chart
- Portfolio Efficient Frontier Data
- Portfolio Efficient Frontier Report
- Positive Period
- Sharpe Ratio
- Sortino Ratio
- Treynor Ratio
See MonthlyReturns used in a complete workbook: Charles Schwab Portfolio Management: Exporting Data to Excel for Advanced Analysis
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