Monthly Return

View Financial Glossary Index


Monthly Return is the period returns re-scaled to a period of 1 month. This allows investors to compare returns of different assets that they have owned for different lengths of time.


How YCharts Calculates Monthly Returns:

Monthly Return = Closing Price on Last Day of Month / Closing Price on Last Day of Previous Month

People frequently convert annual returns to average monthly returns using this formula:
Monthly Return = (Period Ending Price/Period Beginning Price)^(1/12) – 1

Are you an investing professional?

Click here to request a live demo of YCharts Professional, our premium suite of tools and data.
Learn more about our professional products. Call (866) 965-7552 or email




Please note that this feature is only available as an add-on to YCharts subscriptions.

Please note that this feature requires full activation of your account and is not permitted during the free trial period.

Start My Free Trial {{}} No credit card required.

Already a subscriber? Sign in.