Performance analysis of Fidus Investment (FDUS)
Annual Return
Over the past 3 years, FDUS has had an average annual return of +12.72%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, FDUS has had an average annual return of +13.66%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, FDUS has had an average annual return of +14.17%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jun 21, 2011, FDUS has had an average annual return of +12.96%, underperforming the benchmark SPY, which returned +14.55% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.68% | +2.15% | +20.60% | +19.87% | +17.16% | +50.74% | +0.47% | +40.70% | -13.72% | +6.42% | +27.33% | +2.35% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| -24.73% | +45.91% | +39.71% | -9.19% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.05% | -8.19% | +1.34% | +8.90% | -0.47% | -0.11% | +0.68% | ||||||
| 2025 | +7.56% | +3.01% | -10.14% | -7.31% | +8.41% | +1.31% | +2.38% | +4.11% | -3.30% | +1.38% | -4.04% | +0.52% | +2.15% |
| 2024 | -0.86% | +0.51% | +4.06% | +3.14% | -1.77% | +0.36% | +0.46% | +2.86% | +0.20% | -0.51% | +9.18% | +1.70% | +20.60% |
| 2023 | +6.67% | +2.66% | -5.34% | -1.68% | +0.32% | +8% | +7.04% | -9.39% | +4.84% | -5.83% | +7.91% | +5.05% | +19.87% |
| 2022 | -0.33% | +3.24% | +12.09% | -1.14% | -0.70% | -9.93% | +8.82% | +6.21% | -12.95% | +9.72% | +7.43% | -3.13% | +17.16% |
| 2021 | -2.29% | +17.34% | +6.15% | +6.62% | +4.70% | +0.11% | -1.18% | +5.12% | +1.13% | +1.26% | +3.17% | +0.96% | +50.74% |
| 2020 | -0.54% | -10.70% | -47.65% | +37.16% | +5.07% | -1.71% | -4.52% | +20.67% | -2.90% | +7.31% | +33.87% | -5.07% | +0.47% |
| 2019 | +19.59% | +7.37% | +4.73% | +2.41% | +0.77% | +3.28% | +1.63% | -6.60% | +0.54% | -0.54% | +8.34% | -4.54% | +40.70% |
| 2018 | -3.16% | -12.38% | +3.06% | +1.40% | +10.49% | +1.13% | +1.55% | +5.89% | -1.81% | -6.09% | +2.62% | -14.41% | -13.72% |
| 2017 | +1.02% | +5.66% | +7.10% | +2.05% | -8.20% | +4.55% | +0.24% | -4.45% | +2.27% | +3.86% | -4.61% | -2.05% | +6.42% |
Drawdown analysis of Fidus Investment (FDUS)
The maximum drawdown for the FDUS was -68.51%, occurring on Mar 18, 2020. Recovery took 177 trading sessions.
The current FDUS drawdown is -7.50%.
Since Jun 21, 2011 FDUS has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.51% | Dec 4, 2019 | 71 | Mar 18, 2020 | 177 | Nov 27, 2020 | 248 |
| -34.63% | Dec 27, 2013 | 518 | Jan 20, 2016 | 216 | Nov 25, 2016 | 734 |
| -23.93% | Feb 14, 2025 | 36 | Apr 8, 2025 | Ongoing | Ongoing | Ongoing |
| -23.45% | Apr 19, 2017 | 218 | Mar 1, 2018 | 244 | Feb 20, 2019 | 462 |
| -22.67% | Jun 21, 2011 | 65 | Sep 22, 2011 | 98 | Feb 13, 2012 | 163 |
| -18.89% | Apr 25, 2022 | 37 | Jun 16, 2022 | 40 | Aug 15, 2022 | 77 |
| -16.33% | Aug 16, 2022 | 39 | Oct 11, 2022 | 19 | Nov 7, 2022 | 58 |
| -14.36% | Oct 1, 2012 | 30 | Nov 14, 2012 | 11 | Nov 30, 2012 | 41 |
| -12.47% | Jul 31, 2023 | 63 | Oct 27, 2023 | 36 | Dec 19, 2023 | 99 |
| -11.28% | Nov 26, 2013 | 11 | Dec 12, 2013 | 8 | Dec 24, 2013 | 19 |
| -11.27% | Jul 12, 2019 | 24 | Aug 15, 2019 | 74 | Nov 29, 2019 | 98 |
| -10.42% | Feb 17, 2023 | 52 | May 4, 2023 | 36 | Jun 27, 2023 | 88 |
| -10.15% | Dec 1, 2020 | 15 | Dec 22, 2020 | 36 | Feb 16, 2021 | 51 |
| -9.77% | Mar 28, 2013 | 11 | Apr 15, 2013 | 34 | Jun 3, 2013 | 45 |
| -7.77% | May 7, 2021 | 3 | May 12, 2021 | 17 | Jun 7, 2021 | 20 |
| -7.43% | Feb 23, 2012 | 18 | Mar 20, 2012 | 54 | Jun 6, 2012 | 72 |
| -6.81% | Nov 22, 2021 | 15 | Dec 14, 2021 | 34 | Feb 2, 2022 | 49 |
| -6.78% | Nov 7, 2022 | 30 | Dec 20, 2022 | 20 | Jan 20, 2023 | 50 |
| -6.29% | Jun 3, 2013 | 15 | Jun 24, 2013 | 5 | Jul 1, 2013 | 20 |
| -6.24% | Jan 8, 2024 | 21 | Feb 7, 2024 | 33 | Mar 26, 2024 | 54 |
| -5.99% | Jun 7, 2021 | 29 | Jul 19, 2021 | 15 | Aug 9, 2021 | 44 |
| -5.65% | Nov 30, 2012 | 4 | Dec 6, 2012 | 11 | Dec 21, 2012 | 15 |
| -5.64% | Nov 28, 2016 | 12 | Dec 14, 2016 | 14 | Jan 5, 2017 | 26 |
| -5.57% | May 1, 2024 | 65 | Aug 5, 2024 | 10 | Aug 19, 2024 | 75 |
| -5.54% | Feb 19, 2013 | 4 | Feb 25, 2013 | 5 | Mar 4, 2013 | 9 |