Change Month To Date

Returns the absolute dollar change in stock price from the first trading day of the current month to now.

Formula

ChangeMTD = Current Price - Price at Start of Month

Return Value

Dollar amount (positive or negative).

Examples

=ChangeMTD("AAPL")
Dollar change since start of month
=ChangeMTD("MSFT")
Microsoft's MTD change
=ChangeMTD(A1)
Symbol from cell

When to Use

MTD performance tracking, absolute dollar change analysis

When NOT to Use

| Need percentage change | ChangePercentMTD() | | Need YTD 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.

Get Access to 1 Billion Usable Market data points IN YOUR EXCEL SHEETS WITH EASY TO USE EXCEL FUNCTIONS

Get started today
MarketXLS Excel Add-in Tutorial - How to Use Change Month To Date and Other Financial Formulas
▶
How does MarketXLS work?

Related Functions