Fund Trailing & Calendar Year Returns

Trailing and calendar-year total returns for 32,000+ US mutual funds and ETFs — compare fund performance by ticker.

CommunityDegradedNo sign-inGlobalFreeRead-only

What it can do

  • SearchFunds: Search the ~32,000 US mutual funds and ETFs by name or ticker to get the `code` the other tools need. Returns fund metadata only — name, type (ETF or FUND), exchange, currency, ISIN, and
  • GetFund: Fetch one fund's metadata by ticker (`code`): name, type (ETF or FUND), exchange, currency, ISIN, active/inactive status, and the date range for which return data exists. Returns 404 if the t
  • GetTrailingReturns: 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 f

What data it sees

Do you need an account

No: the server works without sign-in

Trailing and calendar-year total returns for 32,000+ US mutual funds and ETFs — compare fund performance by ticker. Six read-only tools: search the fund universe, fetch metadata, and pull single or batched (up to 100) trailing/calendar returns, latest or as-of a date. Free tier; same data and API key as the Fruit Stand REST API.

How to connect

How to connect Fund Trailing & Calendar Year Returns to Claude

The server address to paste into Claude settings:

https://fund-returns--fruitstand.run.tools

  1. Open Claude (claude.ai or the desktop app).
  2. Go to Settings → Connectors.
  3. Click Add custom connector.
  4. Paste the server address copied below into Remote MCP server URL and click Add.
  5. In a chat, click + → Connectors and switch the new connector on.

Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

Authorization

After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

How to connect Fund Trailing & Calendar Year Returns to ChatGPT

The server address to paste into ChatGPT settings:

https://fund-returns--fruitstand.run.tools

  1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
  2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
  3. Open Settings → Connectors and click Create.
  4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
  5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
  6. In a new chat open + → Apps/Connectors and enable the connector.

OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

Authorization

On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

How to connect Fund Trailing & Calendar Year Returns to Cursor

The server address to paste into Cursor settings:

https://fund-returns--fruitstand.run.tools

Fastest: click Open in Cursor below and confirm the prompt.

Manually:

  1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
  2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
  3. Save the file. The server appears in the MCP list; authorize it there if asked.

Authorization

If the service needs sign-in, an authorize button appears next to the server in the MCP list.

Server tool list (6)

Raw names from tools/list. Only developers need these.

searchFundsSearch the ~32,000 US mutual funds and ETFs by name or ticker to get the `code` the other tools need. Returns fund metadata only — name, type (ETF or FUND), exchange, currency, ISIN, and the date range with return data — plus `next_cursor` for keyset paging. No performance figures here; use getTrailingReturns / getCalendarReturns for those.
getFundFetch one fund's metadata by ticker (`code`): name, type (ETF or FUND), exchange, currency, ISIN, active/inactive status, and the date range for which return data exists. Returns 404 if the ticker is unknown. Use searchFunds to resolve a name to a code; use the returns tools for performance.
getTrailingReturnsTrailing 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.
batchTrailingReturnsTrailing 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.
getCalendarReturnsFull 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.
batchCalendarReturnsCalendar-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.