---
title: "Retrieve Account Performance"
method: GET
path: "/accounts/{accountID}/performance-returns"
tags: ["Performance"]
---

# Retrieve Account Performance

`GET /accounts/{accountID}/performance-returns`

Retrieves end of day account performance including balances, cash flows, rate of return and a variety of attributes by accountNo.

## Path parameters

- `accountID` string, required — The user's unique account identifier.

## Query parameters

- `frequency` 'D' | 'W' | 'M' | 'Y', required
- `from` string, date, required — A filter, the start date.
- `to` string, date, required — A filter, the end date.

## Response `200`

Retrieving Account Performance details by accountID was Successful.

- PerformanceResponse
  - `accountID` string — The user's unique account identifier.
  - `accountNo` string — The user's unique account number, that is human readable.
  - `startDate` string, date — Requested start date of the accounts performance period.
  - `endDate` string, date — Requested end date of the accounts performance period.
  - `lastUpdated` string, date — The date and time the this request.
  - `timeSeries` TimeSeriesElement[]
    - `date` string — the date of the performance arrays values.
    - `gainLoss` number — The change in market value of the account during this time series (adjusted to remove impact of cashflows).
    - `positionBalance` number — The sum of the value of the positions held in the account (excluding money market funds which are captured in cashBalance) at the beginning date of the time series.
    - `cashBalance` Cash — unresolved $ref
    - `marketValue` number — The market value of the account at the beginning date of the time series. Market value defined as the sum of the position balance and the cash balance.
    - `cashFlows` number — The sum of the inflows and outflows during this time series.
    - `deposits` Deposits — unresolved $ref
    - `withdrawals` Withdrawals — unresolved $ref
    - `fees` number — The total amount of fees calculated from 4pm of previous day until current time.
    - `income` number — Income in the account for the time series. (Income defined as dividends, interest and capital gains distributions.
    - `rateOfReturn` number — The rate of return for the time series calculated utilizing the Modified Dietz methodology.
  - `summary` Summary
    - `beginningMarketValue` number — The market value of the account at the beginning date of the query. Market value defined as the sum of the position balance and the cash balance.
    - `beginningPositionBalance` number — The sum of the value of the positions held in the account (excluding money market funds which are captured in cashBalance) at the beginning date or the query.
    - `beginningCashBalance` number — The cash balance of the account at the beginning date of the query.
    - `endingMarketValue` number — The market value of the account at the ending date of the query. Market value defined as the sum of the position balance and the cash balance.
    - `endingPositionBalance` number — The sum of the value of the positions held in the account (excluding money market funds which are captured in cashBalance) at the ending date of the query
    - `endingCashBalance` number — The cash balance of the account at the ending date of the query.
    - `periodGainLoss` number — The gain / loss for the period defined as the delta of the beginningMarketValue vs endingMarketValue adjusted for cashflows.
    - `periodCashFlows` number — The sum of the inflows and outflows during this period.
    - `periodDeposits` number — The sum of deposits for this period.
    - `periodWithdrawals` number — The sum of withdrawals for this period.
    - `periodFees` number — The sum of trading related fees accumulated during this period.
    - `periodIncome` number — Income in the account for the period. (Income defined as dividends, interest and capital gains distributions.
    - `periodReturn` number — The return for the period calculated by utilizing Modified Dietz methodology.
    - `mtdReturn` number — The month-to-date return for the account calculated utilizing Modified Dietz methodology.
    - `ytdReturn` number — The historic year-to-date year return of the account calculated by joining monthly return statistics. Query will return NULL values if the account has not been open for the duration.
    - `1yearReturn` number — The historic 1 year return of the account calculated by joining monthly return statistics. Query will return NULL values if the account has not been open for the duration.
    - `3yearReturn` number — The historic 3 year return of the account calculated by joining monthly return statistics. Query will return NULL values if the account has not been open for the duration.
    - `5yearReturn` number — The historic 5 year return of the account calculated by joining monthly return statistics. Query will return NULL values if the account has not been open for the duration.
    - `inceptionReturn` number — The historic return of the account calculated by joining monthly return statistics from inception of account to current date.

---

[API](https://skmtc.dev/drivewealth/apis/authentication-apis.md) · [All operations](https://skmtc.dev/drivewealth/apis/authentication-apis/llms.txt) · [OpenAPI document](https://skmtc-service-production.skmtc.workers.dev/v1/apis/drivewealth/authentication-apis/revisions/9fced6d0ac41/schema)