Monthly Return

DESCRIPTION

A monthly return measures the percentage change in the price of a stock over a single month, indicating its performance during that specific period. Traders commonly use monthly returns to track and assess the performance of an asset.

MONTH-TO-DATE FORMULA

Month-to-date (MTD) refers to the continuous period from the beginning of the current month up to the present day. It provides traders with a real-time measure of the price performance within the current month, allowing them to analyze the stock’s progress over this period.

=(GOOGLEFINANCE(B1,"PRICE")/QUERY(GOOGLEFINANCE(B1,"CLOSE",EOMONTH(today(),-1)-5,EOMONTH(today(),-1)+1),"SELECT Col2 ORDER BY Col1 DESC LIMIT 1LABEL Col2 ''"))-1
MONTH-TO-MONTH FORMULA

Month-to-month (MTM) involves comparing the price performance of a stock between two consecutive months. It calculates the percentage change in price from the end of one month to the end of the following month.

=(QUERY(GOOGLEFINANCE(B1,"CLOSE",EOMONTH(today(),-1)-5,EOMONTH(today(),-1)+1),"SELECT Col2 ORDER BY Col1 DESC LIMIT 1 LABEL Col2 ''")/QUERY(GOOGLEFINANCE(B1,"CLOSE",EOMONTH(today(),-2)-5,EOMONTH(today(),-2)+1),"SELECT Col2  ORDER BY Col1 DESC LIMIT 1 LABEL Col2 ''"))-1

SPREADSHEET

The spreadsheet for monthly returns tracks the stock price performance for six months.
Column C records the current month’s performance using the MTD (Month-to-Date) formula.
Columns D to H capture the performance of the five months preceding the current month using the MTM formula. You can modify the formula accordingly if you wish to expand the tracking period.

Stock price monthly return spreadsheet
Monthly Return Spreadsheet

RELATED CONTENT

Month-to-Date Formula Tutorial
Month-to-Month Formula Tutorial