Returns
Trailing total returns (1d through 20y, plus YTD and since-inception) and calendar-year returns — for a single fund or batched across many in one call.
Get trailing returns (one fund)
Trailing total returns for one fund: 1d, 1w, 1m, 3m, 6m, YTD, 1y-20y, and since inception. Latest by default, or pass as_of (snaps to the prior trading day). Values are decimal fractions of total return, distributions reinvested (0.1234 = +12.34%); 2y and longer are annualized (CAGR). Use batchTrailingReturns for many funds.
path Parameters
codeThe fund's bare ticker, case-sensitive — e.g. SPY, QQQ, VTSAX. If you only have a name, resolve it with searchFunds first.
query Parameters
marketMarket/exchange code for the fund. Defaults to US — all funds are currently US-listed and code is a bare ticker (e.g. SPY), so this is informational and does not affect lookups. Reserved for future multi-market support.
as_ofReturn the figures as of this date (YYYY-MM-DD). On a weekend or market holiday it snaps back to the nearest prior trading day — the response's as_of_date shows the day actually used. Omit for the latest available data.
Headers
AuthorizationThe Authorization header is used to authenticate with the API using your API key. Value is of the format Bearer YOUR_KEY_HERE.
Get trailing returns (one fund) › Responses
Successful Response
codeBare ticker, e.g. SPY.
as_of_datemarketMarket/exchange code. Always US for now.
Get trailing returns (many funds)
Trailing total returns for up to 100 funds in one call - same data as getTrailingReturns. Pass codes and optional as_of. One row per fund; funds with no data are omitted and order is not guaranteed, so match on code. Values are decimal fractions, total return, distributions reinvested. Use this to compare or screen funds.
Headers
AuthorizationThe Authorization header is used to authenticate with the API using your API key. Value is of the format Bearer YOUR_KEY_HERE.
Get trailing returns (many funds) › Request Body
codes1–100 bare tickers, case-sensitive, e.g. ["SPY", "QQQ", "VTSAX"].
marketMarket/exchange code for the funds. Defaults to US; informational and does not affect lookups (codes are bare tickers). Reserved for future multi-market support.
As-of date for every fund. Non-trading days snap back to each fund's nearest prior trading day. Omit for each fund's latest.
Get trailing returns (many funds) › Responses
Successful Response
codeBare ticker, e.g. SPY.
as_of_datemarketMarket/exchange code. Always US for now.
Get calendar-year return (one fund)
Full calendar-year (Jan-Dec) total return for one fund. Pass year, or omit for the latest completed year. calendar_year_return is a decimal fraction, distributions reinvested (0.263 = +26.3%); base_date/end_date give the actual span (partial in launch/delist years). Use getTrailingReturns for rolling windows.
path Parameters
codeThe fund's bare ticker, case-sensitive — e.g. SPY, QQQ, VTSAX. If you only have a name, resolve it with searchFunds first.
query Parameters
marketMarket/exchange code for the fund. Defaults to US — all funds are currently US-listed and code is a bare ticker (e.g. SPY), so this is informational and does not affect lookups. Reserved for future multi-market support.
yearA four-digit calendar year, e.g. 2022. Omit for the fund's most recent completed year.
Headers
AuthorizationThe Authorization header is used to authenticate with the API using your API key. Value is of the format Bearer YOUR_KEY_HERE.
Get calendar-year return (one fund) › Responses
Successful Response
codeBare ticker, e.g. SPY.
calendar_yearmarketMarket/exchange code. Always US for now.
Get calendar-year returns (many funds)
Calendar-year total returns for up to 100 funds in one call - same data as getCalendarReturns. Pass codes and optional year. One row per fund; funds with no data are omitted and order is not guaranteed, so match on code. Values are decimal fractions, total return, distributions reinvested. Use this to compare funds across a year.
Headers
AuthorizationThe Authorization header is used to authenticate with the API using your API key. Value is of the format Bearer YOUR_KEY_HERE.
Get calendar-year returns (many funds) › Request Body
codes1–100 bare tickers, case-sensitive, e.g. ["SPY", "QQQ", "VTSAX"].
marketMarket/exchange code for the funds. Defaults to US; informational and does not affect lookups (codes are bare tickers). Reserved for future multi-market support.
Return each fund's row for this year. Omit for each fund's latest.
Get calendar-year returns (many funds) › Responses
Successful Response
codeBare ticker, e.g. SPY.
calendar_yearmarketMarket/exchange code. Always US for now.