MarketXLS

Stock Return Month To Date

Returns the stock's month to date return. By default, this function returns total return using adjusted prices where available. You can optionally pass a second argument to request price return instead.

What is Calculated

The MTD calculation starts from the last trading day of the previous month and runs through the most recent available close.

Parameters

Parameter Required Description
Symbol Yes Stock ticker symbol
TypeOfReturn No Optional. Use total (default) for dividend-adjusted total return, or price for price return. Also accepts return, change, and changepercent.

Notes

  • Returns are expressed as decimals (0.20 = 20% gain)
  • Default behavior is total return
  • Use price when you want return based only on unadjusted closing prices
  • Trading-day availability may shift the exact start/end observation dates slightly

Syntax

=StockReturnMTD(Symbol, [TypeOfReturn])
Excel Desktop (Windows)

Parameters

symbolstringRequired

Stock ticker symbol

typeOfReturnstring

Return type. total/return uses adjusted prices and includes dividends where available; price uses unadjusted close prices.

Returns

number

MTD stock return as a decimal. Default behavior is total return; use typeOfReturn="price" for price return.

Examples

=StockReturnMTD("AAPL")
MTD total return (default)
=StockReturnMTD("AAPL","total")
MTD total return
=StockReturnMTD("AAPL","price")
MTD price return
=StockReturnMTD("AAPL") * 100
Convert to percentage

When to Use

  • Monthly performance tracking
  • Comparing MTD return across stocks
  • Monitoring current-month performance

When NOT to Use

Scenario Use Instead
Need a different preset horizon Use the corresponding StockReturn...() function for that horizon
Need custom dates StockReturnCustomDates()
Need dollar change instead of return Use the corresponding Change...() function where available

Common Issues & FAQ

What is the difference between total and price?

total uses adjusted prices and includes dividends where available. price uses unadjusted close prices and excludes dividend adjustments.

Why might the exact dates differ from the dates I expect?

If the requested anchor date is a weekend or market holiday, the calculation uses the nearest available trading date.

Why am I getting NA?

Check that the symbol is valid and that sufficient historical pricing data is available for the requested period.

Excel Templates Using Stock Return Month To Date

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

Related Formulas

More MarketXLS MarketXLS Analytics formulas you can use in the same worksheet:

See StockReturnMTD used in a complete workbook: Sector Rotation Model Excel: Build a Q2 2026 Sector Momentum Strategy in Your Spreadsheet

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MarketXLS Excel Add-in Tutorial - How to Use Stock Return Month To Date and Other Financial Formulas
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