latestOpenAPI 3.0.02026-08-2010141507.9 KB
3d5897270d8a
ETF/MF
Performance chart
Chart-ready fund performance data over time from SEC N-CSR filings. Use series for absolute values (Net Assets, Holdings Count) and rates for percentage metrics (1-Year Return, Expense Ratio, Turnover Rate). Periods are sorted ascending for direct charting. Historical depth depends on subscription tier.
get/api/fund/chart/performance
Query parameters
symbolstring
Fund ticker symbol (ETF or mutual fund). Identify the entity by exactly one of: symbol, cik, cusip, composite_figi, or share_class_figi. At least one is required.
cikinteger
SEC Central Index Key (CIK).
cusipstring
CUSIP identifier (9 characters).
composite_figistring
Composite OpenFIGI identifier.
share_class_figistring
Share-class OpenFIGI identifier.
Response
Series-oriented chart data with periods sorted ascending
Example response
{
"periods": [
"2023-09-30",
"2024-03-31",
"2024-09-30",
"2025-03-31"
],
"series": [
{
"name": "Net Assets",
"data": [
600000000000,
650000000000,
680000000000,
712072540255
]
}
],
"rates": [
{
"name": "1-Year Return",
"data": [
20.15,
28.34,
32.1,
35.72
]
}
]
}