To download dividend payments change the Show setting to Dividends Only, click Apply and export and save this info to a spreadsheet. You will need to do this for any of your stocks that have paid dividends over the time period below. Alternatively, you can just enter the dividends for each stock into your spreadsheet from the Yahoo Finance price table itself. The S&P 500 Index already includes dividends. Note: the dividend only csv/excel file often is out of chronological order, you may want to sort by date before entering dividends in the appropriate month rows as your stock's price data. First download into Excel the Citigroup (C), Electronic Arts (EA), and S&P 500 Index ("GSPC) monthly price data for the 5-year period from the Mar. 1, 2014 to Feb. 28 1. 19 using the instructions outlined above. Using the Open and Close price data for each month (the date given is the first trading day for that month: i.e. the open and close for the month) to calculate the monthly percentage holding period returns for each stock and index where each month's Open price is the beginning of the month price and each month's Close price is the end of the month price. You can get rid of the other data provided for each month. In addition, you will need to include dividend payments for each stock to calculate monthly returns for the months that they made a dividend payment (the index doesn't have dividend payments). For example September's monthly return is (Sept Close-Sept. Open + any Sept Div)/Sept Open. You should have 60 monthly returns for each stock and index from Mar. 2014 to Feb 2019. Helpful Hint: I strongly urge creating a table of the appropriate opening & closing prices and dividends for each stock along with opening and closing prices for the S&P 500 Index on a separate worksheet and then do your calculations on this "fresh" worksheet 3 Possible Data Loss Some features might be lost If you save this workbook I E6 1 Date 2 3/1/14 47.799999 47.599998 3 4/1/14 47.720001 3 4/1/14 47.91 47.57 /1/14 47.810001 5 6/1/14 47.599998 47.099998 48.91 7 8/1/14 48.59 51.650002 8 9/1/14 51.779999 51.82 9 10/1/14 51.68 53.529999 1011/1/14 53.419998 53.970001 11 12/1/14 53.799999 54.110001 12 1/1/15 54.360001 46.950001 132/1/15 47.200001 52.419998 51.52 154/1/15 51.369999 3.32 165/1/15 53.639999 54.080002 54.68 55.240002 18 7/1/15 56.009998 58.459999 53.48 9/1/15 52.400002 49.610001 21 10/1/15 49.419998 53.169998 54.09 51.75 50.75 42.580002 252/1/16 42.360001 38.849998 41.75 41.52 46.279999 46.57 29 6/1/16 46.040001 42.389999 30 7/1/16 42.299999 43.810001 8/1/16 43.919998 47.740002 47.23 33 10/1/16 47.02 49.150002 34 11/1/16 49.400002 56.389999 59 43 6 7/1/14 47.419998 14 3/1/15 52.419998 176/1/15 19 20 8/1/15 58.619999 2211/1/15 53.450001 2312/1/15 54.400002 241/1/16 26 27 28 3/1/16 39.150002 5/1/16 46.540001 31 32 47.82 35 12/1/16 56 77 1Citibank Citibank Dividends GSPC From From New Database Refresh HTML Text Query All Edit LinksA 0 Possible Data Loss Some features might be lost f you save this workbook in t E6 35 12/1/16 56.7759.43 36 1/1/17 60.68 55.830002 37 2/1/17 56.720001 59.810001 38 3/1/17 61.200001 59.82 59.93 59.119999 40 5/1/17 59.389999 60.540001 41 6/1/17 60.889999 66879997 42 7/1/17 67.239998 68.449997 43 8/1/17 69.089996 68.029999 44 9/1/17 68.110001 72.739998 73.5 75.5 47 12/1/17 75.709999 74.410004 48 1/1/18 75.089996 78.480003 49 2/1/18 78.269997 75.489998 67.5 51 4/1/18 68.330002 68.269997 52 5/1/18 68.239998 66.690002 53 6/1/18 67.489998 66.919998 54 7/1/18 66.209999 71.889999 72.5 71.239998 56 9/1/18 70.989998 71.739998 57 10/1/18 72.239998 65.459999 58 11/1/18 66.089996 64.790001 59 12/1/18 66.040001 52.060001 50.68 64.459999 64.2563.98 45 10/1/17 73.07 46 11/1/17 73.989998 75.5 Citibank Citibank Dividends GSPC Ready Excel File Edit View Insert Format Tools Data Window Hel Home Insert Page Layout Formulas Review Vie e Connections Properties From From New Database Refresh HTML Text Query All Edit Links Sort Filter Possible Data Loss Some features might be lost If you save this workbook in the E8 Date Dividends 25/1/14 37/31/14 4 10/30/14 5 1/29/15 65/7/15 77/30/15 8 10/29/15 9 1/28/16 10 4/28/16 117/28/16 1211/3/16 0.01 0.01 0.01 0.01 0.05 0.05 0.05 0.05 0.05 0.16 0.16 0.16 0.16 0.32 0.32 0.32 0.32 0.45 0.45 0.45 14 4/27/17 17 2/2/18 18 /4/18 19 8/3/18 20 11/2/18 212/1/19 23 24 25 26 27 28 29 30 31 32 34 35 HTML Text Query Allp Edit AlEit LI Lnks Possible Data Loss Some features might be lost If you save this w 1 Date Open Close 23/1/14 28.469999 29.01 3 4/1/14 29.129999 28.299999 28.48 35.130001 5 6/1/14 34.98 35.869999 6 7/1/14 36.029999 33.599998 78/1/14 33.54999937.84 37.82 35.610001 9 10/1/14 35.540001 40.970001 10 11/1/1441.16 43.93 11 12/1/14 43.75999847.02 12 1/1/15 47.189999 54.860001 13 2/1/15 55.029999 57.18 58.82 58.09 58.25 62.759998 66.5 18 7/1/15 67.370003 71.550003 19 8/1/15 71.279999 67.160004 67.75 72.07 2211/1/15 72.599998 67.790001 23 12/1/15 68.040001 68.720001 67.18 64.550003 25 2/1/16 64.169998 64.239998 26 3/1/16 64.449997 66.110001 27 4/1/16 65.360001 61.849998 76.75 89/1/14 57.18 15 4/1/15 58.939999 165/1/15 17 6/1/15 63.060001 20 9/1/15 64.389999 2110/1/15 68.040001 62 29 6/1/16 76.809998 75.760002 75.75 76.32 31 8/1/16 76.230003 81.230003 32 33 10/1/16 85.220001 78.519997 35 12/1/1679 209999 78 760002 9/1/16 81.519997 85.400002 34 11/1/16 78.639999 79.239998 4 Citibank Citibank Dividends GSPC Ready 2 Connections Properties From From New Database Refresh HTML Text Query p Edit Links 8 Possible Data Loss Some features might be lost if you save this work 35 12/1/16 79.209999 78.760002 36 1/1/17 79.51999783.43 1 37 2/1/17 83.43 86.5 38 3/1/17 86.93 89.519997 39 4/1/17 89.90000294.82 405/1/17 95.209999 113.330002 416/1/17 113.959999 105.720001 427/1/17 106.510002 116.739998 43 8/1/17 117.57121.5 9/1/17 121.269997 118.059998 45 10/1/17 118.889999 119.599998 116 106.349998 47 12/1/17 105.860001 105.059998 48 1/1/18 106.150002 126.959999 49 2/1/18 126.75 123.699997 50 3/1/18 124.540001 121.239998 51 4/1/18 120.480003 117.980003 52 5/1/18 118.059998 130.910004 53 6/1/18 132.080002 141.020004 54 7/1/18 140.490005128.75 55 8/1/18 130.25 113.410004 56 9/1/18 113.720001 120.489998 57 10/1/18 121.150002 90.980003 84.07 59 12/1/18 85.809998 78.910004 60 1/1/19 77.220001 92.239998 61 2/1/19 92.199997 95.779999 91 Citibank Citibank Dividends EA GSPC Ready X Possible Data Loss Some features might be lost if you save this workt 35 12/1/16 2200.16992 2238.83008 361/1/17 2251.57007 2278.87012 37 2/1/17 2285.59009 2363.63989 383/1/17 2380.12988 2362.71997 39 4/1/17 2362.34009 2384.19995 40 5/1/17 2388.5 2411.80005 41 6/1/17 2415.6499 2423.40991 42 7/1/17 243138989 2470.30005 43 8/1/17 2477.1001 2471.6499 44 9/1/17 2474.41992 2519.36011 45 10/1/17 2521.19995 2575.26001 4611/1/17 2583.20996 2584.84009 4712/1/17 2645.1001 2673.61011 481/1/18 2683.72998 2823.81006 492/1/18 2816.44995 2713.83008 503/1/18 2715.21997 2640.87012 514/1/18 2633.44995 2648.05005 52 5/1/18 2642.95996 2705.27002 53 6/1/18 271869995 2718.37012 54 7/1/18 2704.94995 2816.29004 55 8/1/18 2821.16992 2901.52002 56 9/1/18 2896.95996 2913.97998 57 10/1/18 2926.29004 2711.73999 58 11/1/18 2717.58008 2760.16992 59 12/1/18 2790.5 2506.8501 60 1/1/19 2476.95996 2704.1001 61 2/1/19 2702.32007 2784.48999 62 63 64 65 67 68 69 Citibank Citibank Dividends EA AGSPC Ready To download dividend payments change the Show setting to Dividends Only, click Apply and export and save this info to a spreadsheet. You will need to do this for any of your stocks that have paid dividends over the time period below. Alternatively, you can just enter the dividends for each stock into your spreadsheet from the Yahoo Finance price table itself. The S&P 500 Index already includes dividends. Note: the dividend only csv/excel file often is out of chronological order, you may want to sort by date before entering dividends in the appropriate month rows as your stock's price data. First download into Excel the Citigroup (C), Electronic Arts (EA), and S&P 500 Index ("GSPC) monthly price data for the 5-year period from the Mar. 1, 2014 to Feb. 28 1. 19 using the instructions outlined above. Using the Open and Close price data for each month (the date given is the first trading day for that month: i.e. the open and close for the month) to calculate the monthly percentage holding period returns for each stock and index where each month's Open price is the beginning of the month price and each month's Close price is the end of the month price. You can get rid of the other data provided for each month. In addition, you will need to include dividend payments for each stock to calculate monthly returns for the months that they made a dividend payment (the index doesn't have dividend payments). For example September's monthly return is (Sept Close-Sept. Open + any Sept Div)/Sept Open. You should have 60 monthly returns for each stock and index from Mar. 2014 to Feb 2019. Helpful Hint: I strongly urge creating a table of the appropriate opening & closing prices and dividends for each stock along with opening and closing prices for the S&P 500 Index on a separate worksheet and then do your calculations on this "fresh" worksheet 3 Possible Data Loss Some features might be lost If you save this workbook I E6 1 Date 2 3/1/14 47.799999 47.599998 3 4/1/14 47.720001 3 4/1/14 47.91 47.57 /1/14 47.810001 5 6/1/14 47.599998 47.099998 48.91 7 8/1/14 48.59 51.650002 8 9/1/14 51.779999 51.82 9 10/1/14 51.68 53.529999 1011/1/14 53.419998 53.970001 11 12/1/14 53.799999 54.110001 12 1/1/15 54.360001 46.950001 132/1/15 47.200001 52.419998 51.52 154/1/15 51.369999 3.32 165/1/15 53.639999 54.080002 54.68 55.240002 18 7/1/15 56.009998 58.459999 53.48 9/1/15 52.400002 49.610001 21 10/1/15 49.419998 53.169998 54.09 51.75 50.75 42.580002 252/1/16 42.360001 38.849998 41.75 41.52 46.279999 46.57 29 6/1/16 46.040001 42.389999 30 7/1/16 42.299999 43.810001 8/1/16 43.919998 47.740002 47.23 33 10/1/16 47.02 49.150002 34 11/1/16 49.400002 56.389999 59 43 6 7/1/14 47.419998 14 3/1/15 52.419998 176/1/15 19 20 8/1/15 58.619999 2211/1/15 53.450001 2312/1/15 54.400002 241/1/16 26 27 28 3/1/16 39.150002 5/1/16 46.540001 31 32 47.82 35 12/1/16 56 77 1Citibank Citibank Dividends GSPC From From New Database Refresh HTML Text Query All Edit LinksA 0 Possible Data Loss Some features might be lost f you save this workbook in t E6 35 12/1/16 56.7759.43 36 1/1/17 60.68 55.830002 37 2/1/17 56.720001 59.810001 38 3/1/17 61.200001 59.82 59.93 59.119999 40 5/1/17 59.389999 60.540001 41 6/1/17 60.889999 66879997 42 7/1/17 67.239998 68.449997 43 8/1/17 69.089996 68.029999 44 9/1/17 68.110001 72.739998 73.5 75.5 47 12/1/17 75.709999 74.410004 48 1/1/18 75.089996 78.480003 49 2/1/18 78.269997 75.489998 67.5 51 4/1/18 68.330002 68.269997 52 5/1/18 68.239998 66.690002 53 6/1/18 67.489998 66.919998 54 7/1/18 66.209999 71.889999 72.5 71.239998 56 9/1/18 70.989998 71.739998 57 10/1/18 72.239998 65.459999 58 11/1/18 66.089996 64.790001 59 12/1/18 66.040001 52.060001 50.68 64.459999 64.2563.98 45 10/1/17 73.07 46 11/1/17 73.989998 75.5 Citibank Citibank Dividends GSPC Ready Excel File Edit View Insert Format Tools Data Window Hel Home Insert Page Layout Formulas Review Vie e Connections Properties From From New Database Refresh HTML Text Query All Edit Links Sort Filter Possible Data Loss Some features might be lost If you save this workbook in the E8 Date Dividends 25/1/14 37/31/14 4 10/30/14 5 1/29/15 65/7/15 77/30/15 8 10/29/15 9 1/28/16 10 4/28/16 117/28/16 1211/3/16 0.01 0.01 0.01 0.01 0.05 0.05 0.05 0.05 0.05 0.16 0.16 0.16 0.16 0.32 0.32 0.32 0.32 0.45 0.45 0.45 14 4/27/17 17 2/2/18 18 /4/18 19 8/3/18 20 11/2/18 212/1/19 23 24 25 26 27 28 29 30 31 32 34 35 HTML Text Query Allp Edit AlEit LI Lnks Possible Data Loss Some features might be lost If you save this w 1 Date Open Close 23/1/14 28.469999 29.01 3 4/1/14 29.129999 28.299999 28.48 35.130001 5 6/1/14 34.98 35.869999 6 7/1/14 36.029999 33.599998 78/1/14 33.54999937.84 37.82 35.610001 9 10/1/14 35.540001 40.970001 10 11/1/1441.16 43.93 11 12/1/14 43.75999847.02 12 1/1/15 47.189999 54.860001 13 2/1/15 55.029999 57.18 58.82 58.09 58.25 62.759998 66.5 18 7/1/15 67.370003 71.550003 19 8/1/15 71.279999 67.160004 67.75 72.07 2211/1/15 72.599998 67.790001 23 12/1/15 68.040001 68.720001 67.18 64.550003 25 2/1/16 64.169998 64.239998 26 3/1/16 64.449997 66.110001 27 4/1/16 65.360001 61.849998 76.75 89/1/14 57.18 15 4/1/15 58.939999 165/1/15 17 6/1/15 63.060001 20 9/1/15 64.389999 2110/1/15 68.040001 62 29 6/1/16 76.809998 75.760002 75.75 76.32 31 8/1/16 76.230003 81.230003 32 33 10/1/16 85.220001 78.519997 35 12/1/1679 209999 78 760002 9/1/16 81.519997 85.400002 34 11/1/16 78.639999 79.239998 4 Citibank Citibank Dividends GSPC Ready 2 Connections Properties From From New Database Refresh HTML Text Query p Edit Links 8 Possible Data Loss Some features might be lost if you save this work 35 12/1/16 79.209999 78.760002 36 1/1/17 79.51999783.43 1 37 2/1/17 83.43 86.5 38 3/1/17 86.93 89.519997 39 4/1/17 89.90000294.82 405/1/17 95.209999 113.330002 416/1/17 113.959999 105.720001 427/1/17 106.510002 116.739998 43 8/1/17 117.57121.5 9/1/17 121.269997 118.059998 45 10/1/17 118.889999 119.599998 116 106.349998 47 12/1/17 105.860001 105.059998 48 1/1/18 106.150002 126.959999 49 2/1/18 126.75 123.699997 50 3/1/18 124.540001 121.239998 51 4/1/18 120.480003 117.980003 52 5/1/18 118.059998 130.910004 53 6/1/18 132.080002 141.020004 54 7/1/18 140.490005128.75 55 8/1/18 130.25 113.410004 56 9/1/18 113.720001 120.489998 57 10/1/18 121.150002 90.980003 84.07 59 12/1/18 85.809998 78.910004 60 1/1/19 77.220001 92.239998 61 2/1/19 92.199997 95.779999 91 Citibank Citibank Dividends EA GSPC Ready X Possible Data Loss Some features might be lost if you save this workt 35 12/1/16 2200.16992 2238.83008 361/1/17 2251.57007 2278.87012 37 2/1/17 2285.59009 2363.63989 383/1/17 2380.12988 2362.71997 39 4/1/17 2362.34009 2384.19995 40 5/1/17 2388.5 2411.80005 41 6/1/17 2415.6499 2423.40991 42 7/1/17 243138989 2470.30005 43 8/1/17 2477.1001 2471.6499 44 9/1/17 2474.41992 2519.36011 45 10/1/17 2521.19995 2575.26001 4611/1/17 2583.20996 2584.84009 4712/1/17 2645.1001 2673.61011 481/1/18 2683.72998 2823.81006 492/1/18 2816.44995 2713.83008 503/1/18 2715.21997 2640.87012 514/1/18 2633.44995 2648.05005 52 5/1/18 2642.95996 2705.27002 53 6/1/18 271869995 2718.37012 54 7/1/18 2704.94995 2816.29004 55 8/1/18 2821.16992 2901.52002 56 9/1/18 2896.95996 2913.97998 57 10/1/18 2926.29004 2711.73999 58 11/1/18 2717.58008 2760.16992 59 12/1/18 2790.5 2506.8501 60 1/1/19 2476.95996 2704.1001 61 2/1/19 2702.32007 2784.48999 62 63 64 65 67 68 69 Citibank Citibank Dividends EA AGSPC Ready