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FDS
$342.19+2.89%
as of close, Nov 4, 2026
☾ AH $342.19 +2.89%
FactSetStock · FinancialsS&P 500 Equal Weight · 0.2% of RSPS&P 500 · 0.01% of SPYRussell 3000 · 0.01% of IWVRussell 1000 · 0.01% of IWBUS Stock Market · 0.01% of VTI
PeersSPGITRUMSCIERIENDAQBRO
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FDS return calculator

Your investment#

How much
$
All at once, on the start date
Pick start & end dates10 years
Key datesStart at a well-known dateRecentMarket topsMarket bottomsEvents
Bought at that day's close
Key datesEnd at a well-known dateMarket topsMarket bottomsEvents
Latest close, Nov 4, 2026

Or drag the slider to set start and end dates

1996 to today, log scale
2008 crisisCovid
20002010Nov 2016Today
Options

Result#

$1,000Nov 4, 2016$2,498Nov 4, 20262.5× 

$1,000 invested in FDS on November 4, 2016 was worth $2,498 on November 4, 2026, with dividends reinvested.

That’s 9.6% a year compounded (CAGR) over 10 years: 2.5 times your money.

Over the same dates the same $1,000 would be worth $4,305 in the S&P 500 and $6,525 in the Nasdaq-100: FDS trailed both the S&P 500 and the Nasdaq-100.

Price only$2,240if dividends were spent
Biggest fall−61.1%Nov 14, 2024 to Feb 17, 2026
At a flat 5% a year$1,629a savings account's rate
Gain$1,498on $1,000 put in

How this period ranks#

Better than 6% of all 246 periods of 10 years since 1996.

Your dates
−50%0%130%
Worst: 4.7% a year, Jun 2016 to Jun 2026Best: 31.8% a year, Feb 1997 to Feb 2007
One scale for every length, so longer periods bunch up. Point at a bar.

Growth of $1,000 in FDS, November 4, 2016 to November 4, 2026#

Your $1,000$Your buySame plan in the S&P 500The highA low
Highest value$3,520 · Nov 2024$
$1,000$2,000$3,000$4,000$2,498
20182020202220242026

How far FDS was below its previous high. The biggest fall: −61.1% from Nov 14, 2024 to Feb 17, 2026, not back to the high by the end date.

−61.1% from its high
high−61%

Your one buy. $1,000 on November 4, 2016, worth $2,498 on November 4, 2026. Pick Monthly or Yearly to see a plan's buys.

2.5×paid

What $1,000 would be worth on November 4, 2026, by start date#

Each point is the same amount invested that day and held to November 4, 2026, dividends reinvested. Above the line it made money.

Your start
$1,000$3,000$10k$30k$100k
200020052010201520202025

$1,000 invested in FDS, by year#

Started on each year's first close and held to Nov 4, 2026, dividends reinvested.

StartedWorth Nov 4, 2026MultipleA year (CAGR)
2017$2,3032.3×8.9%
2018$1,9602.0×7.9%
2019$1,8621.9×8.3%
2020$1,3671.4×4.7%
2021$1,1001.1×1.7%
2022$7570.76×−5.6%
2023$8810.88×−3.3%
2024$7660.77×−9.0%
2025$7370.74×−15.3%
2026$1,2181.2×—

Methodology#

A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or 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 28, 1996; values as of November 4, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.

See the live FDS chart and fundamentals on the FDS quote page or the S&P 500 return calculator.

Head-to-head:Compare with SPGI or any ticker →

FAQ#

How much would $1,000 invested in FDS be worth today?
$1,000 invested in FDS on November 4, 2016 would be worth $2,498 on November 4, 2026, with dividends reinvested — 9.6% a year compounded (CAGR).
How far back does the FDS calculator go?
FDS data begins June 28, 1996, with a close every session. Pick any start and end date in that span — 30 years, 4 months of history.
Does this include dividends?
Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.