Stock Return Year To Date

Returns the percentage total return from the first trading day of the current year. Similar to ChangePercentYTD but may include dividends.

Notes

  • Percentage return since January 1
  • Key performance metric for annual reviews

Examples

=StockReturnYTD("AAPL")
YTD return percentage

When to Use

Annual performance tracking, YTD return comparison

When NOT to Use

| Need dollar change | ChangeYTD() |

Common Issues & FAQ

Q: Why am I getting "NA"? A: Check that the symbol is valid and has sufficient trading history for the requested period.

Q: Are returns price-only or total return? A: These are typically price returns. Dividend-adjusted returns may differ.

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