Stock Return Month To Date Formula in Excel

Use the Stock Return Month To Date formula in Excel with MarketXLS to conveniently track your month-to-date (MTD) performance for any ticker symbol. This function is particularly helpful for monitoring short-term returns and performing quick comparisons among multiple investments.

Understanding Stock Return Month To Date

  • Purpose and Use Cases
    The StockReturnMTD function computes the price or total return for a given symbol from the start of the current month up to the latest available market data.
  • Key Benefits
    • Quickly identifies short-term trends.
    • Aids in tracking month-to-date performance for portfolio analysis.
    • Supports multiple security types (stocks, indices, options, crypto).
  • When to Use
    Use this function to obtain an immediate overview of how a security has performed since the beginning of the month, helping in both day-to-day monitoring and short-term investment decisions.

Syntax and Parameters

=StockReturnMTD(Symbol, [TypeOfReturn])
Parameter Description Required Example
Symbol The ticker symbol or identifier. Supports stocks (e.g., "MSFT"), indices (e.g., "^SPX"), options (e.g., "@MSFT 110122C00020000"), or crypto (e.g., "BTCUSD:DEFAULT"). Yes "MSFT"
TypeOfReturn Specifies the type of return to calculate: "return", "price", "change", "changepercent", or "total". If omitted, total return is calculated by default. No "price"

Return Value:

  • Returns a numeric value representing the month-to-date return based on the specified TypeOfReturn.
  • If the symbol is invalid or data is not available, returns "NA".

?? Note: This function depends on data availability. For older historical data (beyond certain limits), the function may return "NA".

Examples and Usage

Below are some examples demonstrating how to use StockReturnMTD in real-world scenarios:

  1. Basic Default Return:

    =StockReturnMTD("MSFT")

    Returns the default (total) return for Microsoft (MSFT) from the start of the current month until today.

  2. Price Return for an Index:

    =StockReturnMTD("^SPX","price")

    Calculates the month-to-date price return for the S&P 500 index.

  3. Usage for an Option Symbol:

    =StockReturnMTD("@MSFT 110122C00020000","change")

    Checks the month-to-date absolute price change for the specified Microsoft call option.

  4. Crypto Return Example:

    =StockReturnMTD("BTCUSD:DEFAULT","total")

    Returns the month-to-date total return for Bitcoin.

? Pro Tip: Combine StockReturnMTD with other MarketXLS formulas to build a comprehensive dashboard for daily or weekly review.

Common Questions

  1. How is MTD determined?
    The function automatically picks the start date as the last day of the previous month, calculating returns up to the most recent available data.

  2. Why am I getting "NA"?

    • The ticker symbol could be invalid.
    • You may have exceeded data limits (older than 11 years).
    • There could be an issue with your MarketXLS license or data source availability.

  3. Which return type should I use?

    • Use "total" or no parameter to capture dividend-adjusted returns.
    • Use "price" for price-only returns.
    • Try "change" or "changepercent" for absolute or percentage price changes.

  4. Is the calculation real-time or delayed?
    MarketXLS updates data on a schedule. Intraday figures may be delayed based on exchange reporting intervals.

  5. How can I improve performance?

    • Limit usage to only necessary cells.
    • Use Excel features like calculation options or data refresh schedules to manage multiple formulas efficiently.

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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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