The total return over the past 12 months is +5.34% vs. +16.94% for the S&P 500. So far it's up +8.33% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (6.06%) | +1.71% | +1.77% | +1.91% | +2.48% | N/A |
| Total Return CAGR | +5.34% | +14.58% | +14.50% | +14.10% | +14.23% | N/A |
| Revenue CAGR | +25.73% | +21.74% | +5.25% | +14.48% | +15.52% | N/A |
| Net Income CAGR | (2.16%) | +22.01% | +21.42% | +8.67% | +10.15% | N/A |
| EPS CAGR | (7.52%) | (11.01%) | +12.63% | +3.79% | +10.34% | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | (759.76%) | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | (11.16%) | (13.59%) | +10.08% | +3.13% | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Fidus Investment Corporation (FDUS)
| Year | Start price | End price | FDUS Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $19.30 | $19.13 | +8.33% | +14.51% | (6.18%) |
| 2025 | $21.02 | $19.30 | +2.15% | +17.72% | (15.57%) |
| 2024 | $19.69 | $21.02 | +20.60% | +24.89% | (4.29%) |
| 2023 | $19.03 | $19.69 | +19.87% | +26.19% | (6.32%) |
| 2022 | $17.98 | $19.03 | +17.16% | (18.17%) | +35.33% |
| 2021 | $13.10 | $17.98 | +50.74% | +28.74% | +22.00% |
| 2020 | $14.84 | $13.10 | +0.47% | +18.37% | (17.90%) |
| 2019 | $11.69 | $14.84 | +40.70% | +31.22% | +9.48% |
| 2018 | $15.18 | $11.69 | (13.72%) | (4.56%) | (9.16%) |
| 2017 | $15.73 | $15.18 | +6.42% | +21.70% | (15.28%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
