Mutual Fund Returns

Overview of Mutual Fund Returns APIs

The Mutual Fund Returns APIs provide a comprehensive suite of tools designed to evaluate the performance of mutual funds over various timeframes and conditions. These APIs are essential for investors, financial analysts, and portfolio managers who need to assess fund performance comprehensively to make informed investment decisions. Here’s a breakdown of what each API in this group offers:

1. Annual Returns API

• Purpose: Provides the returns of a mutual fund for each year, detailing performance over individual quarters and halves within the year.
• Benefit: Helps investors track how the fund has performed annually, facilitating year-over-year performance comparison and trend analysis.

2. Discrete Returns API

• Purpose: Delivers the returns of a mutual fund for specific non-overlapping periods, providing a segmented look at performance across chosen discrete intervals.
• Benefit: Offers insights into how specific periods or events have impacted fund performance, essential for performance analysis under varied market conditions.

3. Trailing Returns API

• Purpose: Calculates the returns of a mutual fund from a specified past date to the present, reflecting the fund's ongoing performance.
• Benefit: Crucial for evaluating how a fund has performed up to the current date, helping investors understand recent trends and ongoing fund efficacy.

4. Point-to-Point Returns API

• Purpose: Measures the returns of a mutual fund between two specific dates chosen by the user, providing precise data on fund performance over custom time frames.
• Benefit: Enables detailed and personalized performance analysis, allowing investors to see exact returns over self-selected periods, which is useful for assessing investment timing and strategies.