Stock Return Three Months

Returns the stock's past 3 months return. By default, this function returns total return using adjusted prices where available. You can optionally pass a second argument to request price return instead.

What is Calculated

The calculation measures return over the past 3 months using the nearest available trading dates for the start and end observations.

Parameters

Parameter Required Description
Symbol Yes Stock ticker symbol
TypeOfReturn No Optional. Use total (default) for dividend-adjusted total return, or price for price return. Also accepts return, change, and changepercent.

Notes

  • Returns are expressed as decimals (0.20 = 20% gain)
  • Default behavior is total return
  • Use price when you want return based only on unadjusted closing prices
  • Trading-day availability may shift the exact start/end observation dates slightly

Examples

=StockReturnThreeMonths("AAPL")
3-month total return (default)
=StockReturnThreeMonths("AAPL","total")
3-month total return
=StockReturnThreeMonths("AAPL","price")
3-month price return
=StockReturnThreeMonths("AAPL") * 100
Convert to percentage

When to Use

  • Quarterly performance comparisons
  • Medium-term trend analysis
  • Relative strength checks

When NOT to Use

Scenario Use Instead
Need a different preset horizon Use the corresponding StockReturn...() function for that horizon
Need custom dates StockReturnCustomDates()
Need dollar change instead of return Use the corresponding Change...() function where available

Common Issues & FAQ

Q: What is the difference between total and price? A: total uses adjusted prices and includes dividends where available. price uses unadjusted close prices and excludes dividend adjustments.

Q: Why might the exact dates differ from the dates I expect? A: If the requested anchor date is a weekend or market holiday, the calculation uses the nearest available trading date.

Q: Why am I getting NA? A: Check that the symbol is valid and that sufficient historical pricing data is available for the requested period.

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MarketXLS Excel Add-in Tutorial - How to Use Stock Return Three Months and Other Financial Formulas
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