Performance data

GET/api/fund/performance

Returns paginated fund performance data from SEC N-CSR (annual/semi-annual shareholder report) filings. Includes annualized returns (1yr, 5yr, 10yr, since inception), expense ratio, net assets, portfolio turnover, and holdings count per share class. Most recent periods first.

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Query parameters

symbol string optional min length 1 · max length 10

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.

Example: SPY
cik integer optional

SEC Central Index Key (CIK).

Example: 884394
cusip string optional min length 9 · max length 9

CUSIP identifier (9 characters).
composite_figi string optional

Composite OpenFIGI identifier.

Example: BBG000BDTBL9
share_class_figi string optional

Share-class OpenFIGI identifier.
page integer optional min 1 · max 1000 · default 1

Page number (1-indexed)
pageSize integer optional min 1 · max 100 · default 10

Results per page

Example request

curl 'https://api.stockfit.io/v1/api/fund/performance?symbol=SPY&cik=884394&composite_figi=BBG000BDTBL9' \
  -H 'Authorization: Bearer YOUR_API_TOKEN'

Responses

200 OK

Paginated fund performance data

Response schema

page integer
Current page number (1-indexed)
pageSize integer
Results per page
totalPages integer
Total number of pages
totalResults integer
Total number of performance records
data array of object
array of:
- periodEndDate string
  Reporting period end date (YYYY-MM-DD)
- formType string
  SEC form type (N-CSR or N-CSRS)
- filedDate string
  SEC filing date (YYYY-MM-DD)
- symbol string | null
  Share class ticker symbol
- shareClassName string | null
  Share class name
- expenseRatio number | null
  Expense ratio (%)
- expensesPaid number | null
  Expenses paid per $1,000 invested (USD)
- advisoryFeesPaid number | null
  Advisory fees paid (USD)
- netAssets number | null
  Net assets / AUM at period end (USD)
- return1yr number | null
  1-year annualized return (%)
- return5yr number | null
  5-year annualized return (%)
- return10yr number | null
  10-year annualized return (%)
- returnSinceInception number | null
  Annualized return since fund inception (%)
- inceptionDate string | null
  Fund inception date (YYYY-MM-DD)
- portfolioTurnoverRate number | null
  Portfolio turnover rate (%)
- holdingsCount integer | null
  Number of holdings in the portfolio

Example response

{
  "page": 1,
  "pageSize": 10,
  "totalPages": 5,
  "totalResults": 48,
  "data": [
    {
      "periodEndDate": "2025-09-30",
      "formType": "N-CSR",
      "filedDate": "2025-12-01",
      "symbol": "VTI",
      "shareClassName": "Investor Shares",
      "expenseRatio": 0.03,
      "expensesPaid": 0.15,
      "advisoryFeesPaid": 1250000000,
      "netAssets": 712072540255,
      "return1yr": 35.72,
      "return5yr": 15.48,
      "return10yr": 12.91,
      "returnSinceInception": 14.23,
      "inceptionDate": "2010-09-07",
      "portfolioTurnoverRate": 4,
      "holdingsCount": 503
    }
  ]
}

400 Bad Request

Symbol not found or not a fund (ETF or mutual fund)

Response schema

error string
Human-readable error message

Example response

{}

403 Forbidden

Feature not available on current plan

Response schema

error string
Human-readable error message

Example response

{}