Stock Return Five Years
Returns the stock's past 5 years 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 5 years 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
pricewhen you want return based only on unadjusted closing prices - Trading-day availability may shift the exact start/end observation dates slightly
Examples
=StockReturnFiveYears("AAPL")=StockReturnFiveYears("AAPL","total")=StockReturnFiveYears("AAPL","price")=StockReturnFiveYears("AAPL") * 100When to Use
- Long-term performance analysis
- Strategic multi-year comparisons
- Evaluating compounded stock performance
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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