Stock Return Quarter To Date Formula in Excel

Understanding Stock Return Quarter To Date

The Stock Return Quarter To Date formula in Excel (provided by MarketXLS) helps you quickly calculate the quarterly return of a given stock or other tradable symbols up to the current date. This QTD calculation is useful for:

  • Analyzing investment performance within the current quarter.
  • Comparing quarter-to-date returns across different stocks or asset classes.
  • Making timely investment decisions based on partial-quarter performance.

? Pro Tip: Use this function to complement your monthly or yearly analyses, providing a more granular understanding of quarterly return trends.

Syntax and Parameters

The formula follows this syntax:

=StockReturnQTD(Symbol, [TypeOfReturn])
Parameter Description Required Example
Symbol The ticker symbol or identifier. Can include stocks, indices, options, or cryptocurrencies. Yes "MSFT", "^SPX", "BTCUSD:DEFAULT", "@MSFT 110122C00020000"
TypeOfReturn The return type to calculate. Accepts: "return", "change", "changepercent", "total", "price". If left empty, the default is total return. No "price"

Return Value

• Returns a numeric value representing the quarter-to-date return of the specified symbol.
• Error handling: If an invalid symbol is entered or data is unavailable, "NA" is returned.

?? Note: This function requires a valid MarketXLS license. If the license is expired or invalid, the function will return "NA".

Examples and Usage

Below are some common ways to use the Stock Return Quarter To Date formula:

  1. Return for a regular stock symbol:

    =StockReturnQTD("MSFT")

    Retrieves the default return (usually total return) for Microsoft quarter-to-date.

  2. Price return for a major index:

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

    Calculates the price-based QTD return for the S&P 500 index.

  3. Total return for a cryptocurrency symbol:

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

    Fetches the total quarter-to-date return for Bitcoin in USD.

  4. Option symbol QTD return:

    =StockReturnQTD("@MSFT 110122C00020000","return")

    Measures the quarter-to-date return for a Microsoft call option.

? Pro Tip: Use Excel cell references to feed the Symbol or TypeOfReturn dynamically. For instance:

=StockReturnQTD(A2, A3)

Common Questions

  1. Are date inputs supported?
    • This function specifically calculates returns quarter-to-date, so no date parameter is required. The calculation is done automatically based on today’s date.

  2. What if I need a custom date range?
    • For custom date ranges, use other dedicated MarketXLS functions like StockReturn with specified start and end dates.

  3. How can I confirm the accuracy of results?
    • Compare the result with publicly available financial data or other MarketXLS return functions to verify consistency.

  4. How does this formula affect workbook performance?
    • The formula fetches data from MarketXLS servers. Large batch requests may slightly slow recalculations. Consider manual calculation mode if using numerous formulas.

?? Note: If there is a problem with data retrieval or your MarketXLS license, the function will return "NA".

Use the Stock Return Quarter To Date formula to stay updated on your investments’ quarterly performance without manually tracking multiple data points. Leverage it alongside other MarketXLS functions for a comprehensive financial overview.

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