ChartRow logo
ChartRow
Stocks and ETFs
Calculator

If you invested in in

A $1,000 investment in FactSet (FDS) in January 2016 would be worth $1,759 as of June 2026 with dividends reinvested5.6% a year. Use the dropdowns above to try any amount, ticker, or starting month back to June 1996.

Worth today
$1,759
Multiple
1.8×
Annualized
5.6%/yr
Same $ in SPY
$4,503

Growth of $1,000 in FDS since January 2016

dividends reinvested · monthly
100015002000250030003500
201620212026

FactSet (FDS). Total return approximated via dividend- and split-adjusted closes (dividends reinvested, no taxes or fees). Not investment advice.

$1,000 invested in FDS, by starting year

Invested inWorth today (div. reinvested)Price-onlyMultipleAnnualized
1996$69,155$53,24569.2×15.2%
1997$67,058$51,63167.1×15.4%
1998$49,396$38,03249.4×14.7%
1999$18,690$14,39018.7×11.3%
2000$13,705$10,59613.7×10.4%
2001$12,213$9,48112.2×10.4%
2002$11,759$9,17211.8×10.6%
2003$16,629$13,05516.6×12.8%
2004$11,809$9,32911.8×11.7%
2005$8,363$6,6478.4×10.5%
2006$7,422$5,9347.4×10.3%
2007$5,076$4,0745.1×8.8%
2008$5,224$4,2235.2×9.4%
2009$7,262$5,9467.3×12.1%
2010$4,522$3,7564.5×9.7%
2011$2,792$2,3482.8×6.9%
2012$3,152$2,6793.2×8.3%
2013$2,971$2,5583.0×8.5%
2014$2,565$2,2372.6×7.9%
2015$1,866$1,6481.9×5.6%
2016$1,759$1,5701.8×5.6%
2017$1,514$1,3671.5×4.5%
2018$1,289$1,1791.3×3.1%
2019$1,170$1,0821.2×2.2%
2020$884$8270.9×-1.9%
2021$829$7830.8×-3.4%
2022$589$5610.6×-11.4%
2023$582$5600.6×-14.9%
2024$513$4970.5×-24.6%
2025$510$4990.5×-39.1%

Methodology

Investments are assumed made at the first trading day's close of the chosen year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. FDS data begins June 1996; values as of June 2026 and refresh daily. Past performance does not predict future returns; not investment advice.

See the live FDS chart and fundamentals on the FDS quote page or compare with the same investment in SPY.