A couple weeks ago I shared a spreadsheet that tracked index returns via index funds. The Google Finance spreadsheet functions for mutual funds are really easy to use to figure out returns over different periods of time.
For stocks and ETFs, it’s more complicated.
That said, making it work with ETFs is the better way to go since ETFs exist for every imaginable index, but there were a few issues to work through.
Well, I got ambitious.
The first problem was finding a simple solution that pulls start and end date prices, then calculate the return over the period. The second problem was figuring how to automagically update the start date for year-to-date returns when January 1st rolls around because I’m lazy and don’t want the hassle of remembering to do it manually each year.
I found a solution to both issues. It may not be the cleanest but it works. Here’s the spreadsheet with a link and a few caveats underneath. Continue Reading…