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How Do I Get Return Values Within a Specific Period?

This will give you a returns array.

Formula

=ALLOCATOR_RETURNS_ARRAY( [Text] ID, [Date] Start Date, [Date] End Date, [Text] Time Unit, [Text] Show Estimate, [Text] Show Derived From)

Arguments                                                                                           

ID - Required - Text - Eg: fdedb7                                          The Fund, Company, Series, Portfolio ID.

Start Date - Optional - Date - Eg: 2021-01-01                     The start date in YYYY-MM-DD format.

End Date - Optional - Date - Eg: 2021-12-31                       The end date in YYYY-MM-DD format.

Time Unit - Optional - Text - Default: Monthly                      The periodicity of the returns.

Show Estimate - Optional - Text - Default: No                    Whether to show the return if it is an Estimate.

Show Derived From - Optional - Text - Default: Yes          Whether to show the Derived From column.

Example

Returns of Fund "fdedb7" within 2021.

=ALLOCATOR_RETURNS_ARRAY( "fdedb7","2021-01-01","2021-12-31","Monthly",FALSE,FALSE)

Remarks

If the dates are ignored, Returns Array will return everything without any date restriction.

The date field is not format sensitive if you input a cell reference.

[ID] If a Fund ID is given, the Default series will be used.

[Start Date] If you don't specify the start date, Returns Array will return everything before the end date.

[End Date] If you don't specify the end date, Returns Array will return everything after the start date.