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
Syntax
=ChangePercentYTD(Symbol)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
Why is the result a small decimal?
The result is in decimal form. 0.15 = 15%. Multiply by 100 or format as percentage.
When does YTD reset?
YTD resets on January 1st, using the previous year's last trading day close as the base.
How do I compare YTD returns of multiple stocks?
List symbols in a column and use ChangePercentYTD() for each to compare.
Related Formulas
More MarketXLS Price Quotes formulas you can use in the same worksheet:
- Change Value From Previous Close
- Company Name
- Contract High (On Demand)
- Contract Low (On Demand)
- Current Day's High
- Current Day's Low
- Expiry Date (On Demand)
- Get a Value from QuoteMedia
See ChangePercentYTD used in a complete workbook: Stagflation Portfolio Dashboard Excel: Defensive Tilt and Real Asset Sleeve for May 2026
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