FactSet Research Systems Inc. (FDS) Total Return CAGR:-47.08%(TTM)
Over the latest trailing 12-month period, FactSet Research Systems Inc. (FDS)'s total return cagr is -47.08%. The comparable SPY value is +26.75%. Year-to-date total return is -22.99%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, FactSet Research Systems Inc.'s Total Return CAGR averages -18.31% over 3 years and -6.45% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of FactSet Research Systems Inc.'s investment performance.
FDS Total Return CAGR Chart
FactSet Research Systems Inc. (FDS)
FDS Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
FDS Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 8420.54 | 6484.33 | -1936.22 | -22.99% | -22.99% |
| 2025 | 13776.43 | 8420.54 | -5355.88 | -38.88% | -38.88% |
| 2024 | 13557.87 | 13776.43 | +218.56 | +1.61% | +1.61% |
| 2023 | 11299.94 | 13557.87 | +2257.92 | +19.98% | +19.98% |
| 2022 | 13574.94 | 11299.94 | -2275.00 | -16.76% | -16.76% |
| 2021 | 9204.19 | 13574.94 | +4370.76 | +47.49% | +47.49% |
| 2020 | 7355.45 | 9204.19 | +1848.73 | +25.13% | +25.13% |
| 2019 | 5428.12 | 7355.45 | +1927.34 | +35.51% | +35.51% |
| 2018 | 5168.60 | 5428.12 | +259.52 | +5.02% | +5.02% |
| 2017 | 4327.27 | 5168.60 | +841.34 | +19.44% | +19.44% |
| 2016 | 4253.19 | 4327.27 | +74.08 | +1.74% | +1.74% |
| 2015 | 3644.00 | 4253.19 | +609.19 | +16.72% | +16.72% |
| 2014 | 2775.14 | 3644.00 | +868.86 | +31.31% | +31.31% |
| 2013 | 2221.22 | 2775.14 | +553.92 | +24.94% | +24.94% |
| 2012 | 2173.98 | 2221.22 | +47.24 | +2.17% | +2.17% |
| 2011 | 2310.20 | 2173.98 | -136.22 | -5.90% | -5.90% |
| 2010 | 1603.52 | 2310.20 | +706.68 | +44.07% | +44.07% |
| 2009 | 1061.44 | 1603.52 | +542.08 | +51.07% | +51.07% |
| 2008 | 1319.53 | 1061.44 | -258.09 | -19.56% | -19.56% |
| 2007 | 1328.86 | 1319.53 | -9.33 | -0.70% | -0.70% |
| 2006 | 963.55 | 1328.86 | +365.32 | +37.91% | +37.91% |
| 2005 | 906.69 | 963.55 | +56.86 | +6.27% | +6.27% |
| 2004 | 588.34 | 906.69 | +318.35 | +54.11% | +54.11% |
| 2003 | 432.69 | 588.34 | +155.65 | +35.97% | +35.97% |
| 2002 | 531.39 | 432.69 | -98.70 | -18.57% | -18.57% |
| 2001 | 560.85 | 531.39 | -29.46 | -5.25% | -5.25% |
| 2000 | 600.25 | 560.85 | -39.40 | -6.56% | -6.56% |
| 1999 | 309.01 | 600.25 | +291.24 | +94.25% | +94.25% |
| 1998 | 153.83 | 309.01 | +155.18 | +100.88% | +100.88% |
| 1997 | 105.18 | 153.83 | +48.65 | +46.25% | +46.25% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 6,484 | +12.6% | -49.7% |
| Q1 2026 | 5,757 | -31.6% | -55.4% |
| Q4 2025 | 8,421 | +1.7% | -39.3% |
| Q3 2025 | 8,280 | -35.8% | -37.9% |
| Q2 2025 | 12,890 | -0.2% | +10.5% |
| Q1 2025 | 12,915 | -6.9% | -5.9% |
| Q4 2024 | 13,869 | +4.0% | +2.9% |
| Q3 2024 | 13,336 | +14.4% | +8.8% |
| Q2 2024 | 11,660 | -15.0% | +4.1% |
| Q1 2024 | 13,724 | +1.8% | +23.9% |
| Q4 2023 | 13,477 | +10.0% | +19.3% |
| Q3 2023 | 12,254 | +9.5% | +9.8% |
| Q2 2023 | 11,195 | +1.0% | +4.2% |
| Q1 2023 | 11,081 | -1.9% | -8.2% |
| Q4 2022 | 11,300 | +1.3% | -15.6% |
| Q3 2022 | 11,155 | +3.8% | +7.1% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
About FactSet Research Systems Inc.
FactSet Research Systems Inc. is a financial intelligence firm providing a comprehensive suite of integrated data and analytical software. The company serves the global investment community, with its operations spanning the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. FactSet delivers critical insights and information through specialized workflow solutions covering research, analytics, and trading, complemented by its content, technology platforms, and wealth management resources. Its diverse clientele includes portfolio managers, investment banks, asset managers, wealth advisors, corporate entities, and various other financial sector organizations. FactSet was established in 1978 and is headquartered in Norwalk, Connecticut.
- Sector
- Financial Services
- Industry
- Financial - Data & Stock Exchanges
- CEO
- Sanoke Viswanathan