Fidus Investment (FDUS) ROE: History & Chart

Fidus Investment Corporation(FDUS)

Asset Management · Evanston, IL

$18.88-0.25 (-1.31%)

Delayed quote: Oct 6, 2026, 4:00 PM EDT

About Fidus Investment Corporation

Fidus Investment Corporation functions as a Business Development Company (BDC), offering capital solutions for diverse corporate endeavors. These encompass management buyouts, debt restructuring, ownership transitions, capital reorganizations, strategic acquisitions, and initiatives for growth and business expansion, frequently employing mezzanine financing. The firm's financial instruments span a variety of debt options, including senior secured, unitranche, subordinated, junior secured, and second lien loans, in addition to senior subordinated notes, preferred equity, and warrants. Notably, Fidus explicitly refrains from investing in distressed companies or those undergoing turnarounds. The company prioritizes investments in sectors such as aerospace and defense, a broad spectrum of business services, consumer products and services (including retail, food, and beverage), healthcare products and services, industrial goods and services, information technology services, specialized manufacturing, transportation and logistics, and value-added distribution. Its geographic focus is exclusively on enterprises located within the United States. Fidus typically commits between $5 million and $15 million per transaction, targeting companies with annual revenues ranging from $10 million to $150 million and annual EBITDA between $3 million and $20 million; however, it retains the flexibility to pursue opportunities beyond these standard financial parameters. Furthermore, the firm aims to secure minority equity positions and board observation rights in conjunction with its capital deployments.

Evanston, IL

www.fdus.com

Financial Services / Asset Management

Sector: Financial Services
Industry: Asset Management
CEO: Edward H. Ross

View full financials

FDUS Return on Equity (ROE) Metrics

RETURN ON EQUITY (ROE)

10.47%

RETURN ON EQUITY (ROE) AVG TTM

11.12%

RETURN ON EQUITY (ROE) AVG 3Y

11.72%

RETURN ON EQUITY (ROE) AVG 5Y

14.04%

RETURN ON EQUITY (ROE) AVG 10Y

11.42%

RETURN ON EQUITY (ROE) AVG 15Y

11.05%

RETURN ON EQUITY (ROE) AVG 20Y

N/A

CURRENT VS TTM AVG

-5.88%

CURRENT VS 3Y AVG

-10.69%

CURRENT VS 5Y AVG

-25.45%

CURRENT VS 10Y AVG

-8.36%

CURRENT VS 15Y AVG

-5.30%

CURRENT VS 20Y AVG

N/A

SECTOR MEDIAN · FINANCIAL SERVICES

8.76%

median of 677 covered companies

CURRENT VS SECTOR MEDIAN

+19.50%

vs the sector median at left

NAME	MARKET CAP	RETURN ON EQUITY (ROE)	TTM	3Y	5Y
Fidus Investment Corporation (FDUS)	$716.58M	10.47%	11.12%	11.72%	14.04%
VersaBank (VBNK)vs ›	$717.32M	6.09%	7.65%	8.23%	7.88%
WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs ›	$722.78M	N/A	N/A	N/A	N/A
New Mountain Finance Corporation 8.250% Notes due 2028 (NMFCZ)vs ›	$727.94M	-4.70%	4.89%	6.43%	7.62%
Washington Trust Bancorp, Inc. (WASH)vs ›	$728.69M	10.01%	2.00%	7.50%	9.45%
Carlyle Secured Lending, Inc. (CGBD)vs ›	$729.72M	3.43%	7.91%	8.81%	8.82%
OFS Credit Company, Inc. (OCCIM)vs ›	$732.40M	N/A	N/A	N/A	N/A
Midland States Bancorp, Inc. (MSBIP)vs ›	$700.18M	7.55%	-8.32%	1.08%	3.36%
MidCap Financial Investment Corporation (MFIC)vs ›	$700.17M	-2.69%	5.94%	6.70%	7.63%
California BanCorp (BCAL)vs ›	$696.69M	10.26%	6.00%	6.79%	5.72%

NAME

MARKET CAP

RETURN ON EQUITY (ROE)

TTM

Fidus Investment Corporation (FDUS)

$716.58M

10.47%

11.12%

11.72%

14.04%

VersaBank (VBNK)vs ›

$717.32M

6.09%

7.65%

8.23%

7.88%

WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs ›

$722.78M

N/A

New Mountain Finance Corporation 8.250% Notes due 2028 (NMFCZ)vs ›

$727.94M

-4.70%

4.89%

6.43%

7.62%

Washington Trust Bancorp, Inc. (WASH)vs ›

$728.69M

10.01%

2.00%

7.50%

9.45%

Carlyle Secured Lending, Inc. (CGBD)vs ›

$729.72M

3.43%

7.91%

8.81%

8.82%

OFS Credit Company, Inc. (OCCIM)vs ›

$732.40M

N/A

Midland States Bancorp, Inc. (MSBIP)vs ›

$700.18M

7.55%

-8.32%

1.08%

3.36%

MidCap Financial Investment Corporation (MFIC)vs ›

$700.17M

-2.69%

5.94%

6.70%

7.63%

California BanCorp (BCAL)vs ›

$696.69M

10.26%

6.00%

6.79%

5.72%

Return on Equity (ROE) FAQ

What is the return on equity (ROE) for Fidus Investment Corporation (FDUS)?

The return on equity (ROE) for FDUS stock is 10.47%.

Is Fidus Investment Corporation's return on equity (ROE) high or low?

The return on equity (ROE) of 10.47% is 25% below its 5-year average of 14.04%, near the low end of its 5-year range (7.46%–23.90%).

What is the TTM average return on equity (ROE) for Fidus Investment Corporation (FDUS)?

The TTM average return on equity (ROE) for FDUS stock is 11.12%.

What is the 3Y average return on equity (ROE) for Fidus Investment Corporation (FDUS)?

The 3Y average return on equity (ROE) for FDUS stock is 11.72%.

What is the 5Y average return on equity (ROE) for Fidus Investment Corporation (FDUS)?

The 5Y average return on equity (ROE) for FDUS stock is 14.04%.

What is the 10Y average return on equity (ROE) for Fidus Investment Corporation (FDUS)?

The 10Y average return on equity (ROE) for FDUS stock is 11.42%.

What is the 15Y average return on equity (ROE) for Fidus Investment Corporation (FDUS)?

The 15Y average return on equity (ROE) for FDUS stock is 11.05%.

DATE	RETURN ON EQUITY (ROE)
2026-06-30	10.47%
2026-03-31	11.14%
2025-12-31	11.11%
2025-09-30	11.49%
2025-06-30	11.41%
2025-03-31	11.48%
2024-12-31	11.94%
2024-09-30	13.23%
2024-06-30	14.68%
2024-03-31	13.44%
2023-12-31	13.09%
2023-09-30	10.10%
2023-06-30	8.80%
2023-03-31	8.18%
2022-12-31	7.46%
2022-09-30	17.15%
2022-06-30	20.32%
2022-03-31	23.90%
2021-12-31	23.80%
2021-09-30	21.31%
2021-06-30	20.41%
2021-03-31	16.88%
2020-12-31	7.60%
2020-09-30	5.57%
2020-06-30	3.96%
2020-03-31	2.70%
2019-12-31	11.75%
2019-09-30	10.04%
2019-06-30	10.38%
2019-03-31	11.31%
2018-12-31	12.27%
2018-09-30	12.42%
2018-06-30	11.89%
2018-03-31	12.42%
2017-12-31	11.18%
2017-09-30	11.30%
2017-06-30	10.48%
2017-03-31	12.28%
2016-12-31	11.75%
2016-09-30	12.28%
2016-06-30	11.29%
2016-03-31	10.90%
2015-12-31	10.50%
2015-09-30	10.36%
2015-06-30	10.26%
2015-03-31	9.20%
2014-12-31	8.01%
2014-09-30	6.91%
2014-06-30	7.67%
2014-03-31	12.39%
2013-12-31	12.88%
2013-09-30	12.63%
2013-06-30	13.51%
2013-03-31	9.69%
2012-12-31	10.60%
2012-09-30	10.21%
2012-06-30	10.71%
2012-03-31	11.05%
2011-12-31	10.95%
2011-09-30	12.64%
2011-06-30	14.01%
2011-03-31	18.91%
2010-12-31	9.66%

DATE

RETURN ON EQUITY (ROE)

2026-06-30

10.47%

2026-03-31

11.14%

2025-12-31

11.11%

2025-09-30

11.49%

2025-06-30

11.41%

2025-03-31

11.48%

2024-12-31

11.94%

2024-09-30

13.23%

2024-06-30

14.68%

2024-03-31

13.44%

2023-12-31

13.09%

2023-09-30

10.10%

2023-06-30

8.80%

2023-03-31

8.18%

2022-12-31

7.46%

2022-09-30

17.15%

2022-06-30

20.32%

2022-03-31

23.90%

2021-12-31

23.80%

2021-09-30

21.31%

2021-06-30

20.41%

2021-03-31

16.88%

2020-12-31

7.60%

2020-09-30

5.57%

2020-06-30

3.96%

2020-03-31

2.70%

2019-12-31

11.75%

2019-09-30

10.04%

2019-06-30

10.38%

2019-03-31

11.31%

2018-12-31

12.27%

2018-09-30

12.42%

2018-06-30

11.89%

2018-03-31

12.42%

2017-12-31

11.18%

2017-09-30

11.30%

2017-06-30

10.48%

2017-03-31

12.28%

2016-12-31

11.75%

2016-09-30

12.28%

2016-06-30

11.29%

2016-03-31

10.90%

2015-12-31

10.50%

2015-09-30

10.36%

2015-06-30

10.26%

2015-03-31

9.20%

2014-12-31

8.01%

2014-09-30

6.91%

2014-06-30

7.67%

2014-03-31

12.39%

2013-12-31

12.88%

2013-09-30

12.63%

2013-06-30

13.51%

2013-03-31

9.69%

2012-12-31

10.60%

2012-09-30

10.21%

2012-06-30

10.71%

2012-03-31

11.05%

2011-12-31

10.95%

2011-09-30

12.64%

2011-06-30

14.01%

2011-03-31

18.91%

2010-12-31

9.66%

Return on Equity (ROE): 10.47%

FDUS Return on Equity (ROE)

FDUS Average Return on Equity (ROE) Chart

FDUS Current vs Average Return on Equity (ROE) Chart

FDUS Return on Equity (ROE) Metrics

FDUS Competitors' Return on Equity (ROE)

Return Analysis

Return on Equity (ROE) Formula & Definition

Return on Equity (ROE) FAQ

FDUS Return on Equity (ROE) History

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