The total return over the past 12 months is -29.56% vs. +23.58% for the S&P 500. So far it's up -4.48% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (30.73%) | (13.36%) | (5.22%) | +4.73% | +8.01% | +9.58% |
| Total Return CAGR | (29.56%) | (12.34%) | (4.23%) | +5.86% | +9.23% | +10.81% |
| Revenue CAGR | +6.62% | +5.97% | +9.30% | +8.27% | +8.65% | +9.96% |
| Net Income CAGR | +6.20% | +3.70% | +7.87% | +8.23% | +8.37% | +10.41% |
| EPS CAGR | +8.84% | +14.52% | +9.87% | +10.50% | +11.16% | +12.47% |
| Free Cash Flow CAGR | +22.86% | +7.85% | +8.66% | +8.98% | +9.67% | +10.62% |
| Operating Cash Flow CAGR | +22.48% | +8.96% | +9.39% | +9.18% | +9.69% | +10.17% |
| Dividends CAGR | +5.86% | +7.53% | +7.45% | +9.76% | +11.14% | +16.63% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
FactSet Research Systems Inc. (FDS)
| Year | Start price | End price | FDS Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $290.19 | $274.49 | (4.48%) | +13.71% | (18.19%) |
| 2025 | $480.28 | $290.19 | (38.88%) | +17.72% | (56.60%) |
| 2024 | $477.05 | $480.28 | +1.61% | +24.89% | (23.28%) |
| 2023 | $401.21 | $477.05 | +19.98% | +26.19% | (6.21%) |
| 2022 | $486.01 | $401.21 | (16.76%) | (18.17%) | +1.41% |
| 2021 | $332.50 | $486.01 | +47.49% | +28.74% | +18.75% |
| 2020 | $268.30 | $332.50 | +25.13% | +18.37% | +6.76% |
| 2019 | $200.13 | $268.30 | +35.51% | +31.22% | +4.29% |
| 2018 | $192.76 | $200.13 | +5.02% | (4.56%) | +9.58% |
| 2017 | $163.43 | $192.76 | +19.44% | +21.70% | (2.26%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
