Stock Return Nine Months Formula in Excel

Boost your investment analysis by leveraging the Stock Return Nine Months formula in Excel with MarketXLS. This Excel function calculates both total return and price return for a specified stock over a nine-month period, giving you a quick snapshot of the stock’s performance. Ideal for active traders, portfolio managers, and DIY investors who need fast and reliable data.

Understanding Stock Return Nine Months

• Purpose: Provides a nine-month return (total or price) for a chosen symbol.
• Use Cases:
  • Quickly assess mid-term performance trends.
  • Compare multiple stocks or indices over a uniform time frame.
  • Enhance your investment decision-making with clear historical data.
• Key Benefits:
  • Updated daily around 5 PM EST.
  • Handles various return types (total, price, change, etc.).
  • Integrates seamlessly with MarketXLS for reliable data.

Syntax and Parameters

=StockReturnNineMonths(Symbol, [TypeOfReturn])

Return Value

• Returns a numeric value representing the nine-month return for the selected symbol.
• If the symbol is invalid or an error occurs, "NA" is returned.

Error Handling and Limitations

• The function returns "NA" if:
  1. The symbol fails validation.
  2. There is an issue communicating with the data source.
  3. The MarketXLS license is invalid or expired.
• The built-in date range is fixed to the last nine months (about 271 days prior to today), so manual date input is not supported for this function.

?? Note: Because dates are automatically determined (nine months in the past), you do not need to provide date inputs.

Examples and Usage

Below are several practical examples illustrating different return types. Simply enter these formulas into Excel cells where MarketXLS is installed:

1. Basic Nine-Month Return

   =StockReturnNineMonths("MSFT")

   • Returns the default (total) nine-month return for Microsoft.

2. Total Return

   =StockReturnNineMonths("MSFT","total")

   • Retrieves the nine-month total return, factoring in dividends if applicable.

3. Price Return

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

   • Checks nine-month performance for the S&P 500 Index, ignoring dividends.

4. Using an Option Symbol

   =StockReturnNineMonths("@MSFT 110122C00020000")

   • Evaluates the nine-month return associated with a specific MSFT option contract.

5. Crypto Example

   =StockReturnNineMonths("BTCUSD:DEFAULT","changepercent")

   • Returns the percentage change for Bitcoin (BTC) over nine months.

? Pro Tip: Combine this formula with other MarketXLS functions to compare multiple symbols or to perform more detailed portfolio analytics.

Common Questions

1. Why am I getting “NA” for certain symbols?

If a given symbol is invalid or if there is any licensing or data retrieval issue, the function returns "NA". Verify that your MarketXLS license is active and ensure the symbol is spelled correctly.

2. Can I specify a custom date for the nine-month window?

Currently, this function automatically calculates the time frame as nine months back from today. Custom date ranges are not supported for this specific formula.

3. Does this formula include dividends in its calculations?

Yes. When TypeOfReturn is set to "total," dividends and other corporate actions are accounted for in the calculation, providing a comprehensive total return figure.

4. How do I improve performance if I use this formula repeatedly in my worksheet?

• Use cell references for symbols and handle them in a single column.
• Leverage Excel’s calculation options (e.g., manual or automatic) appropriately.
• Refresh only as needed to reduce repeated querying.

?? Note: Overusing real-time queries may slow down workbook performance. Consider caching results or performing bulk data imports when analyzing multiple symbols.