52 lines
1.5 KiB
Markdown
52 lines
1.5 KiB
Markdown
# `zfin perf`
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Show Morningstar-style trailing returns for a symbol.
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```
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Usage: zfin perf <SYMBOL>
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```
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`perf` prints 1Y/3Y/5Y/10Y **price-only** and **total-return** CAGR
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plus risk metrics (Sharpe, max drawdown, volatility), in two tables:
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an **as-of** table (through the latest cached close) and a
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**month-end** table (through the most recent calendar month-end, the
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way funds quote their stats). Total returns require `POLYGON_API_KEY`
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for dividend history; price-only returns work without it.
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## Example
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```bash
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ZFIN_HOME=examples/pre-retirement-both zfin perf VTI
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```
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```
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Trailing Returns for VTI
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========================================
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Data points: 6290 (2001-05-31 to 2026-06-04)
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Latest close: $373.38
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As-of 2026-06-04:
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Price Only Total Return
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---------------------- -------------- --------------
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1-Year Return: 27.29% 28.79%
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3-Year Return: 20.75% 22.22% ann.
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5-Year Return: 11.22% 12.80% ann.
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10-Year Return: 13.19% 15.10% ann.
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Month-end (2026-05-31):
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... (same shape, through last month-end)
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Risk Metrics (monthly returns):
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Volatility Sharpe Max DD
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1-Year: 12.7% 1.65 5.5%
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```
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## See also
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- [Returns and performance](../../explanation/returns-and-performance.md) -- what the columns mean.
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- [`review`](review.md) -- the same metrics for every holding at once.
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- [`quote`](quote.md) -- the latest price with a short chart.
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---
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[CLI command reference](index.md)
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