Change Percent YTD
Returns the percentage change from the last trading day of the previous year to the current price.
Return Format
The function returns a decimal value:
- 0.15 = 15% gain year-to-date
- -0.10 = 10% loss year-to-date
- 0 = no change
To display as a percentage, format the cell as percentage or multiply by 100.
Supported Symbol Formats
| Type | Format | Example |
|---|---|---|
| US Stocks | SYMBOL | AAPL, MSFT |
| ETFs | SYMBOL | SPY, QQQ |
| Indices | ^SYMBOL | ^SPX, ^VIX |
Notes
- YTD is calculated from the last trading day of the previous year
- Data is typically delayed 15 minutes
- Returns "NA" if data is unavailable
Examples
=ChangePercentYTD("AAPL")=ChangePercentYTD("SPY")*100=ChangePercentYTD("^SPX")=ChangePercentYTD(A1)=TEXT(ChangePercentYTD("AAPL"),"0.00%")When to Use
- Tracking annual performance
- Building performance comparison tables
- Year-over-year analysis
- Portfolio performance reports
When NOT to Use
| Scenario | Use Instead |
|---|---|
| Daily change | Change_PercentChange() |
| Specific date range | StockReturn() |
| Month-to-date | ChangePercentMTD() |
| Week-to-date | ChangePercentWTD() |
Common Issues & FAQ
Q: Why is the result a small decimal? A: The result is in decimal form. 0.15 = 15%. Multiply by 100 or format as percentage.
Q: When does YTD reset? A: YTD resets on January 1st, using the previous year's last trading day close as the base.
Q: How do I compare YTD returns of multiple stocks?
A: List symbols in a column and use ChangePercentYTD() for each to compare.
Get Access to 1 Billion Usable Market data points IN YOUR EXCEL SHEETS WITH EASY TO USE EXCEL FUNCTIONS
Get started today
▶
How does MarketXLS work?