I would like to setup a table with a watchlist composed of S&P sector ETF and see performace by year. I know it is possible, I just don't know how to do it. Will areciate help.

Thank you

LK

You would probably start by creating a new Personal WatchList. You can select New | Personal WatchList from the menus and the copy and paste the following list of symbols into the new Personal WatchList.

XLB, XLE, XLF, XLI, XLK, XLP, XLU, XLV, XLY

Copying Symbols to Personal WatchLists

You would then need to create WatchList Columns for the price percent change of each year of interest. We are going to do this by creating Indicator Formulas before choosing the WatchList to which we wish to add the WatchList Column when prompted.

Select New | Indicator (PCF) Formula. Then change the TimeFrame to Yearly (this is very important). You will also give each Indicator Formula a descriptive name which will appear at the top of the WatchList Column. After you have performed all of these steps as well as actually entering the formula, you will press OK to be prompted for where you want to add the formula to the layout.

The Indicator Formula for YTD % change would be:

100 * (C / C1 - 1)

A 1-Year Ago % change Indicator Formula would just add 1 to all of the bars ago parameters:

100 * (C1 / C2 - 1)

And a 2-Year Ago % change Indicator Formula would increment the bars ago parameters again:

100 * (C2 / C3 - 1)

The pattern would continue until you have added all of the desired years.

Adding & Editing WatchList Columns
Saving and Re-Using Groups of Columns

Thank you Bruce. As always you come through with flying colors.

Sorry about reviving an old thread.  I am trying to do the above, but get a 3-month return calculation for each of the SPDR Sector (or any watchlist I set up for that matter).  You can see what I mean at this link:

http://stockcharts.com/freecharts/sectorsummary.html#&S=P1&O=4

For each stock, I am looking to calculate the 3-month % change.  Is that possible to do, so that I can include that as a column in a watchlist table?

Thanks in advance.

Add a Rate of Change Percent indicator to a Daily chart with the Period set to 63.

How to add an indicator to a chart template
How to edit an Indicator

Then click on the Rate of Change Percent indicator and select Copy to WatchList or Report and then choose Add Column in the WatchList to which you want to add the 3 month percent change WatchList Column.

How to add an indicator to a WatchList

Thanks so much - that worked perfect!

You're welcome.