Time Series

Time Series API

Get Price Weighted Dri

The DRI (Daily Return Index) reflects the daily return experienced by 1 share of a hypothetical portfolio constructed from the current constituent funds of the Peer Group Index (PGI).

get

Query Parameters

idTypesstring

Comma-separated list specifying the type of each value passed in the ids parameter.

Rules:

  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value
  • Empty values default to performanceId

Example:

  • ids=id1,id2,id3
  • id1 and id3 are performance IDs
  • id2 is a security ID
  • idTypes=securityId,isin,cusip

Accepted values:

  • performanceId (default)
  • isin
  • securityId
  • cusip
  • tradingSymbol
  • msid

Example:securityId,isin,cusip

baseCurrencystring

Comma-separated list of 3-character ISO 4217 currency codes (for example, CAD, EUR, JPY).

  • Filters results based on currency
  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value

Example:

  • ids=id1,id2,id3,id4,id5
  • Base currency passed for id2 and id4
  • baseCurrency=USD,USD,USD

Example:USD,USD,USD

domicilestring

Comma-separated list of 3-character ISO 3166‑1 country codes (for example, CAN, IRL, IND).
Rules:

  • Filters results based on domicile
  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value

Example:

  • ids=id1,id2,id3,id4,id5
  • Domicile passed for id2 and id4
  • domicile=,USA,,USA

Example:USA,USA,USA

exchangeCountrystring

Comma-separated list of 3-character ISO 3166‑1 country codes (for example, CAN, IRL, IND).

  • Filters results based on domicile
  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value

Example:

  • ids=id1,id2,id3,id4,id5
  • Exchange country passed for id2 and id4
  • exchangeCountry=,USA,,USA

Example:USA,USA,USA

exchangeIdstring

Comma-separated list of exchange IDs (for example, EX$$$$XMEX, EX$$$$XNAS).

  • Filters results based on exchange ID
  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value

Example:

  • ids=id1,id2,id3,id4,id5
  • Exchange ID passed for id2 and id4
  • exchangeId=,EX$$$$XMEX,,EX$$$$XNAS

Example:EX$$$$XMEX

frequencystring

Specifies the time interval between data points.

Allowed values:daily

Default:daily

startDatestring(date)

Specifies the start date for the time series. Accepted format is yyyy-MM-dd.

Example:2026-01-01

endDatestring(date)

Specifies the end date for the time series. Accepted format is yyyy-MM-dd.

Example:2026-05-01

timePeriodnumber

Specifies the size of the time window for the data range.

  • Used in combination with timePeriodUnit to specify relative time ranges.

  • When startDate, endDate, timePeriod and timePeriodUnit are provided, timePeriod and timePeriodUnit take precedence.

Example:12

timePeriodUnitstring

Specifies the time period unit.

  • Used in combination with timePeriod to specify relative time ranges.

  • When startDate, endDate, timePeriod and timePeriodUnit are provided, timePeriod and timePeriodUnit take precedence.

Allowed values:monthsdaysyears

applyEarliestCommonDateboolean

Specifies whether to apply the earliest common start date across all investments.

When set to true, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.

Default:false

applyTrackRecordExtensionboolean

Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.

Default:false

applyRestructureDateboolean

Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.

This option is applicable only when applyEarliestCommonDate is set to true.

Default:false

sinceInceptionboolean

Sets the time range from inception (or the maximum supported lookback) to the end date.

Takes precendence over any timePeriod / timePeriodUnit and startDate / endDate settings.

Default:false

currencyIdstring

Specifies the currency in which to return data.

Allowed values:BASAUDBNDBRLCADCHFCLPCNHCNYCZKDKKEURGBPHKDHUFIDRILSINRJPYKRWMOPMXNMYRNOKNZDPLNRMBRUBSEKSGDTHBTWDUSDZAR

Default:BAS

Path Parameters

idsstringrequired

Comma-separated list of up to 25 investment identifiers to query.

Accepts:

  • Morningstar Performance ID (default)
  • Morningstar Security ID
  • Morningstar IDs (MSID)
  • ISIN
  • CUSIP
  • Trading symbol
  • Category ID
    Important: When a category ID is passed, the corresponding identifierType can be performanceId or securityId. The value must be URL-encoded. For example, if the category ID is LC00002226;CA]FO, the URL-encoded value is LC00002226;CA%5DFO.

Example:0P000000GY,US0378331005,037833100

Response

application/json

OK

ResponseTimeSeriesSingleObservation

List of investments for which time series data was returned.

* Additional properties are NOT allowed.
investmentsarray[object]

>= 1 items

* Additional properties are NOT allowed.
Show Child Parameters
metadataobject

Metadata returned in response. Includes information about identifiers for which no results were found.

* Additional properties are NOT allowed.
Show Child Parameters
get/direct-web-services/time-series/v1/performance/price-weighted-dri/{ids}
 
application/json

Get Quarterly Gross Return

The return an investor would have received had they not paid any expenses. The calculation of gross return adjusts the monthly total return for the share class by the share class level fees prevailing at that time.

get

Query Parameters

idTypesstring

Comma-separated list specifying the type of each value passed in the ids parameter.

Rules:

  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value
  • Empty values default to performanceId

Example:

  • ids=id1,id2,id3
  • id1 and id3 are performance IDs
  • id2 is a security ID
  • idTypes=securityId,isin,cusip

Accepted values:

  • performanceId (default)
  • isin
  • securityId
  • cusip
  • tradingSymbol
  • msid

Example:securityId,isin,cusip

baseCurrencystring

Comma-separated list of 3-character ISO 4217 currency codes (for example, CAD, EUR, JPY).

  • Filters results based on currency
  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value

Example:

  • ids=id1,id2,id3,id4,id5
  • Base currency passed for id2 and id4
  • baseCurrency=USD,USD,USD

Example:USD,USD,USD

domicilestring

Comma-separated list of 3-character ISO 3166‑1 country codes (for example, CAN, IRL, IND).
Rules:

  • Filters results based on domicile
  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value

Example:

  • ids=id1,id2,id3,id4,id5
  • Domicile passed for id2 and id4
  • domicile=,USA,,USA

Example:USA,USA,USA

exchangeCountrystring

Comma-separated list of 3-character ISO 3166‑1 country codes (for example, CAN, IRL, IND).

  • Filters results based on domicile
  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value

Example:

  • ids=id1,id2,id3,id4,id5
  • Exchange country passed for id2 and id4
  • exchangeCountry=,USA,,USA

Example:USA,USA,USA

exchangeIdstring

Comma-separated list of exchange IDs (for example, EX$$$$XMEX, EX$$$$XNAS).

  • Filters results based on exchange ID
  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value

Example:

  • ids=id1,id2,id3,id4,id5
  • Exchange ID passed for id2 and id4
  • exchangeId=,EX$$$$XMEX,,EX$$$$XNAS

Example:EX$$$$XMEX

frequencystring

Specifies the time interval between data points.

Allowed values:quarterly

Default:quarterly

startDatestring(date)

Specifies the start date for the time series. Accepted format is yyyy-MM-dd.

Example:2026-01-01

endDatestring(date)

Specifies the end date for the time series. Accepted format is yyyy-MM-dd.

Example:2026-05-01

timePeriodnumber

Specifies the size of the time window for the data range.

  • Used in combination with timePeriodUnit to specify relative time ranges.

  • When startDate, endDate, timePeriod and timePeriodUnit are provided, timePeriod and timePeriodUnit take precedence.

Example:12

timePeriodUnitstring

Specifies the time period unit.

  • Used in combination with timePeriod to specify relative time ranges.

  • When startDate, endDate, timePeriod and timePeriodUnit are provided, timePeriod and timePeriodUnit take precedence.

Allowed values:monthsdaysyears

applyEarliestCommonDateboolean

Specifies whether to apply the earliest common start date across all investments.

When set to true, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.

Default:false

applyTrackRecordExtensionboolean

Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.

Default:false

applyRestructureDateboolean

Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.

This option is applicable only when applyEarliestCommonDate is set to true.

Default:false

sinceInceptionboolean

Sets the time range from inception (or the maximum supported lookback) to the end date.

Takes precendence over any timePeriod / timePeriodUnit and startDate / endDate settings.

Default:false

currencyIdstring

Specifies the currency in which to return data.

Allowed values:BASAUDBNDBRLCADCHFCLPCNHCNYCZKDKKEURGBPHKDHUFIDRILSINRJPYKRWMOPMXNMYRNOKNZDPLNRMBRUBSEKSGDTHBTWDUSDZAR

Default:BAS

Path Parameters

idsstringrequired

Comma-separated list of up to 25 investment identifiers to query.

Accepts:

  • Morningstar Performance ID (default)
  • Morningstar Security ID
  • Morningstar IDs (MSID)
  • ISIN
  • CUSIP
  • Trading symbol
  • Category ID
    Important: When a category ID is passed, the corresponding identifierType can be performanceId or securityId. The value must be URL-encoded. For example, if the category ID is LC00002226;CA]FO, the URL-encoded value is LC00002226;CA%5DFO.

Example:0P000000GY,US0378331005,037833100

Response

application/json

OK

ResponseTimeSeriesSingleObservation

List of investments for which time series data was returned.

* Additional properties are NOT allowed.
investmentsarray[object]

>= 1 items

* Additional properties are NOT allowed.
Show Child Parameters
metadataobject

Metadata returned in response. Includes information about identifiers for which no results were found.

* Additional properties are NOT allowed.
Show Child Parameters
get/direct-web-services/time-series/v1/performance/quarterly-gross-return/{ids}
 
application/json

Get Quarterly Inflation Adjusted Return

A Inflation Adjusted return calculation that is adjusted to account for inflation during the period, thus providing a real return.

get

Query Parameters

idTypesstring

Comma-separated list specifying the type of each value passed in the ids parameter.

Rules:

  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value
  • Empty values default to performanceId

Example:

  • ids=id1,id2,id3
  • id1 and id3 are performance IDs
  • id2 is a security ID
  • idTypes=securityId,isin,cusip

Accepted values:

  • performanceId (default)
  • isin
  • securityId
  • cusip
  • tradingSymbol
  • msid

Example:securityId,isin,cusip

baseCurrencystring

Comma-separated list of 3-character ISO 4217 currency codes (for example, CAD, EUR, JPY).

  • Filters results based on currency
  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value

Example:

  • ids=id1,id2,id3,id4,id5
  • Base currency passed for id2 and id4
  • baseCurrency=USD,USD,USD

Example:USD,USD,USD

domicilestring

Comma-separated list of 3-character ISO 3166‑1 country codes (for example, CAN, IRL, IND).
Rules:

  • Filters results based on domicile
  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value

Example:

  • ids=id1,id2,id3,id4,id5
  • Domicile passed for id2 and id4
  • domicile=,USA,,USA

Example:USA,USA,USA

exchangeCountrystring

Comma-separated list of 3-character ISO 3166‑1 country codes (for example, CAN, IRL, IND).

  • Filters results based on domicile
  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value

Example:

  • ids=id1,id2,id3,id4,id5
  • Exchange country passed for id2 and id4
  • exchangeCountry=,USA,,USA

Example:USA,USA,USA

exchangeIdstring

Comma-separated list of exchange IDs (for example, EX$$$$XMEX, EX$$$$XNAS).

  • Filters results based on exchange ID
  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value

Example:

  • ids=id1,id2,id3,id4,id5
  • Exchange ID passed for id2 and id4
  • exchangeId=,EX$$$$XMEX,,EX$$$$XNAS

Example:EX$$$$XMEX

frequencystring

Specifies the time interval between data points.

Allowed values:quarterly

Default:quarterly

startDatestring(date)

Specifies the start date for the time series. Accepted format is yyyy-MM-dd.

Example:2026-01-01

endDatestring(date)

Specifies the end date for the time series. Accepted format is yyyy-MM-dd.

Example:2026-05-01

timePeriodnumber

Specifies the size of the time window for the data range.

  • Used in combination with timePeriodUnit to specify relative time ranges.

  • When startDate, endDate, timePeriod and timePeriodUnit are provided, timePeriod and timePeriodUnit take precedence.

Example:12

timePeriodUnitstring

Specifies the time period unit.

  • Used in combination with timePeriod to specify relative time ranges.

  • When startDate, endDate, timePeriod and timePeriodUnit are provided, timePeriod and timePeriodUnit take precedence.

Allowed values:monthsdaysyears

applyEarliestCommonDateboolean

Specifies whether to apply the earliest common start date across all investments.

When set to true, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.

Default:false

applyTrackRecordExtensionboolean

Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.

Default:false

applyRestructureDateboolean

Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.

This option is applicable only when applyEarliestCommonDate is set to true.

Default:false

sinceInceptionboolean

Sets the time range from inception (or the maximum supported lookback) to the end date.

Takes precendence over any timePeriod / timePeriodUnit and startDate / endDate settings.

Default:false

currencyIdstring

Specifies the currency in which to return data.

Allowed values:BASAUDBNDBRLCADCHFCLPCNHCNYCZKDKKEURGBPHKDHUFIDRILSINRJPYKRWMOPMXNMYRNOKNZDPLNRMBRUBSEKSGDTHBTWDUSDZAR

Default:BAS

Path Parameters

idsstringrequired

Comma-separated list of up to 25 investment identifiers to query.

Accepts:

  • Morningstar Performance ID (default)
  • Morningstar Security ID
  • Morningstar IDs (MSID)
  • ISIN
  • CUSIP
  • Trading symbol
  • Category ID
    Important: When a category ID is passed, the corresponding identifierType can be performanceId or securityId. The value must be URL-encoded. For example, if the category ID is LC00002226;CA]FO, the URL-encoded value is LC00002226;CA%5DFO.

Example:0P000000GY,US0378331005,037833100

Response

application/json

OK

ResponseTimeSeriesSingleObservation

List of investments for which time series data was returned.

* Additional properties are NOT allowed.
investmentsarray[object]

>= 1 items

* Additional properties are NOT allowed.
Show Child Parameters
metadataobject

Metadata returned in response. Includes information about identifiers for which no results were found.

* Additional properties are NOT allowed.
Show Child Parameters
get/direct-web-services/time-series/v1/performance/quarterly-inflation-adjusted-return/{ids}
 
application/json

Get Quarterly Load Adjusted Return Restated

Return calculated by load-adjustment methodology (refer to methodology paper for details)

get

Query Parameters

idTypesstring

Comma-separated list specifying the type of each value passed in the ids parameter.

Rules:

  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value
  • Empty values default to performanceId

Example:

  • ids=id1,id2,id3
  • id1 and id3 are performance IDs
  • id2 is a security ID
  • idTypes=securityId,isin,cusip

Accepted values:

  • performanceId (default)
  • isin
  • securityId
  • cusip
  • tradingSymbol
  • msid

Example:securityId,isin,cusip

baseCurrencystring

Comma-separated list of 3-character ISO 4217 currency codes (for example, CAD, EUR, JPY).

  • Filters results based on currency
  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value

Example:

  • ids=id1,id2,id3,id4,id5
  • Base currency passed for id2 and id4
  • baseCurrency=USD,USD,USD

Example:USD,USD,USD

domicilestring

Comma-separated list of 3-character ISO 3166‑1 country codes (for example, CAN, IRL, IND).
Rules:

  • Filters results based on domicile
  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value

Example:

  • ids=id1,id2,id3,id4,id5
  • Domicile passed for id2 and id4
  • domicile=,USA,,USA

Example:USA,USA,USA

exchangeCountrystring

Comma-separated list of 3-character ISO 3166‑1 country codes (for example, CAN, IRL, IND).

  • Filters results based on domicile
  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value

Example:

  • ids=id1,id2,id3,id4,id5
  • Exchange country passed for id2 and id4
  • exchangeCountry=,USA,,USA

Example:USA,USA,USA

exchangeIdstring

Comma-separated list of exchange IDs (for example, EX$$$$XMEX, EX$$$$XNAS).

  • Filters results based on exchange ID
  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value

Example:

  • ids=id1,id2,id3,id4,id5
  • Exchange ID passed for id2 and id4
  • exchangeId=,EX$$$$XMEX,,EX$$$$XNAS

Example:EX$$$$XMEX

frequencystring

Specifies the time interval between data points.

Allowed values:quarterly

Default:quarterly

startDatestring(date)

Specifies the start date for the time series. Accepted format is yyyy-MM-dd.

Example:2026-01-01

endDatestring(date)

Specifies the end date for the time series. Accepted format is yyyy-MM-dd.

Example:2026-05-01

timePeriodnumber

Specifies the size of the time window for the data range.

  • Used in combination with timePeriodUnit to specify relative time ranges.

  • When startDate, endDate, timePeriod and timePeriodUnit are provided, timePeriod and timePeriodUnit take precedence.

Example:12

timePeriodUnitstring

Specifies the time period unit.

  • Used in combination with timePeriod to specify relative time ranges.

  • When startDate, endDate, timePeriod and timePeriodUnit are provided, timePeriod and timePeriodUnit take precedence.

Allowed values:monthsdaysyears

applyEarliestCommonDateboolean

Specifies whether to apply the earliest common start date across all investments.

When set to true, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.

Default:false

applyTrackRecordExtensionboolean

Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.

Default:false

applyRestructureDateboolean

Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.

This option is applicable only when applyEarliestCommonDate is set to true.

Default:false

sinceInceptionboolean

Sets the time range from inception (or the maximum supported lookback) to the end date.

Takes precendence over any timePeriod / timePeriodUnit and startDate / endDate settings.

Default:false

currencyIdstring

Specifies the currency in which to return data.

Allowed values:BASAUDBNDBRLCADCHFCLPCNHCNYCZKDKKEURGBPHKDHUFIDRILSINRJPYKRWMOPMXNMYRNOKNZDPLNRMBRUBSEKSGDTHBTWDUSDZAR

Default:BAS

Path Parameters

idsstringrequired

Comma-separated list of up to 25 investment identifiers to query.

Accepts:

  • Morningstar Performance ID (default)
  • Morningstar Security ID
  • Morningstar IDs (MSID)
  • ISIN
  • CUSIP
  • Trading symbol
  • Category ID
    Important: When a category ID is passed, the corresponding identifierType can be performanceId or securityId. The value must be URL-encoded. For example, if the category ID is LC00002226;CA]FO, the URL-encoded value is LC00002226;CA%5DFO.

Example:0P000000GY,US0378331005,037833100

Response

application/json

OK

ResponseTimeSeriesSingleObservation

List of investments for which time series data was returned.

* Additional properties are NOT allowed.
investmentsarray[object]

>= 1 items

* Additional properties are NOT allowed.
Show Child Parameters
metadataobject

Metadata returned in response. Includes information about identifiers for which no results were found.

* Additional properties are NOT allowed.
Show Child Parameters
get/direct-web-services/time-series/v1/performance/quarterly-load-adj-return-restated/{ids}
 
application/json

Get Quarterly Market Return

A exchange-traded or closed-end fund’s total return based on market prices, as opposed to NAV. Morningstar calculates the market-price return by taking the change in the fund’s market price, reinvesting all income and capital-gains distributions during the period, and dividing by the starting market price.

get

Query Parameters

idTypesstring

Comma-separated list specifying the type of each value passed in the ids parameter.

Rules:

  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value
  • Empty values default to performanceId

Example:

  • ids=id1,id2,id3
  • id1 and id3 are performance IDs
  • id2 is a security ID
  • idTypes=securityId,isin,cusip

Accepted values:

  • performanceId (default)
  • isin
  • securityId
  • cusip
  • tradingSymbol
  • msid

Example:securityId,isin,cusip

baseCurrencystring

Comma-separated list of 3-character ISO 4217 currency codes (for example, CAD, EUR, JPY).

  • Filters results based on currency
  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value

Example:

  • ids=id1,id2,id3,id4,id5
  • Base currency passed for id2 and id4
  • baseCurrency=USD,USD,USD

Example:USD,USD,USD

domicilestring

Comma-separated list of 3-character ISO 3166‑1 country codes (for example, CAN, IRL, IND).
Rules:

  • Filters results based on domicile
  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value

Example:

  • ids=id1,id2,id3,id4,id5
  • Domicile passed for id2 and id4
  • domicile=,USA,,USA

Example:USA,USA,USA

exchangeCountrystring

Comma-separated list of 3-character ISO 3166‑1 country codes (for example, CAN, IRL, IND).

  • Filters results based on domicile
  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value

Example:

  • ids=id1,id2,id3,id4,id5
  • Exchange country passed for id2 and id4
  • exchangeCountry=,USA,,USA

Example:USA,USA,USA

exchangeIdstring

Comma-separated list of exchange IDs (for example, EX$$$$XMEX, EX$$$$XNAS).

  • Filters results based on exchange ID
  • Values must align with the order of values in ids
  • Use empty entries to skip
  • Omit trailing commas after the last non-empty value

Example:

  • ids=id1,id2,id3,id4,id5
  • Exchange ID passed for id2 and id4
  • exchangeId=,EX$$$$XMEX,,EX$$$$XNAS

Example:EX$$$$XMEX

frequencystring

Specifies the time interval between data points.

Allowed values:quarterly

Default:quarterly

startDatestring(date)

Specifies the start date for the time series. Accepted format is yyyy-MM-dd.

Example:2026-01-01

endDatestring(date)

Specifies the end date for the time series. Accepted format is yyyy-MM-dd.

Example:2026-05-01

timePeriodnumber

Specifies the size of the time window for the data range.

  • Used in combination with timePeriodUnit to specify relative time ranges.

  • When startDate, endDate, timePeriod and timePeriodUnit are provided, timePeriod and timePeriodUnit take precedence.

Example:12

timePeriodUnitstring

Specifies the time period unit.

  • Used in combination with timePeriod to specify relative time ranges.

  • When startDate, endDate, timePeriod and timePeriodUnit are provided, timePeriod and timePeriodUnit take precedence.

Allowed values:monthsdaysyears

applyEarliestCommonDateboolean

Specifies whether to apply the earliest common start date across all investments.

When set to true, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.

Default:false

applyTrackRecordExtensionboolean

Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.

Default:false

applyRestructureDateboolean

Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.

This option is applicable only when applyEarliestCommonDate is set to true.

Default:false

sinceInceptionboolean

Sets the time range from inception (or the maximum supported lookback) to the end date.

Takes precendence over any timePeriod / timePeriodUnit and startDate / endDate settings.

Default:false

currencyIdstring

Specifies the currency in which to return data.

Allowed values:BASAUDBNDBRLCADCHFCLPCNHCNYCZKDKKEURGBPHKDHUFIDRILSINRJPYKRWMOPMXNMYRNOKNZDPLNRMBRUBSEKSGDTHBTWDUSDZAR

Default:BAS

Path Parameters

idsstringrequired

Comma-separated list of up to 25 investment identifiers to query.

Accepts:

  • Morningstar Performance ID (default)
  • Morningstar Security ID
  • Morningstar IDs (MSID)
  • ISIN
  • CUSIP
  • Trading symbol
  • Category ID
    Important: When a category ID is passed, the corresponding identifierType can be performanceId or securityId. The value must be URL-encoded. For example, if the category ID is LC00002226;CA]FO, the URL-encoded value is LC00002226;CA%5DFO.

Example:0P000000GY,US0378331005,037833100

Response

application/json

OK

ResponseTimeSeriesSingleObservation

List of investments for which time series data was returned.

* Additional properties are NOT allowed.
investmentsarray[object]

>= 1 items

* Additional properties are NOT allowed.
Show Child Parameters
metadataobject

Metadata returned in response. Includes information about identifiers for which no results were found.

* Additional properties are NOT allowed.
Show Child Parameters
get/direct-web-services/time-series/v1/performance/quarterly-market-return/{ids}
 
application/json