If you invested $1,000 in FDS — what it would be worth today
$1,000
once in
Dollar-cost averaging invests the same amount every period, so the chart compares value against what you put in.January 2016
Priced at a real closing price — the month's last trading day, or that exact day's close when you pick one.today
Monthly data: valued at the closing price on the last trading day of that month.A $1,000 investment in FactSet (FDS) in January 2016 would be worth $2,118 as of September 2026 with dividends reinvested — 7.3% a year. Use the dropdowns above to try any amount or starting month back to June 1996.
Over the same period, the same $1,000 would be worth $4,664 in the S&P 500 (SPY) and $7,478 in the Nasdaq-100 (QQQ). FDS trailed both the S&P 500 and the Nasdaq-100 over that period.
Growth of $1,000 in FDS since January 2016— monthly
FactSet (FDS). Total return approximated via dividend- and split-adjusted closes (no taxes or fees). Not investment advice.
What $1,000 in FDS would be worth today, by starting month— each bar = one starting month, held to today
$1,000 invested in FDS, by year— dividends reinvested, held to today
| Invested in | Worth today | Multiple | Annualized |
|---|---|---|---|
| 2016 | $2,118 | 2.1× | 7.3% |
| 2017 | $1,823 | 1.8× | 6.4% |
| 2018 | $1,552 | 1.6× | 5.2% |
| 2019 | $1,408 | 1.4× | 4.6% |
| 2020 | $1,065 | 1.1× | 1.0% |
| 2021 | $998 | 1.0× | -0.0% |
| 2022 | $709 | 0.7× | -7.2% |
| 2023 | $701 | 0.7× | -9.3% |
| 2024 | $617 | 0.6× | -16.7% |
| 2025 | $614 | 0.6× | -25.9% |
Methodology
Investments are assumed made at the chosen month's last trading day close, or that exact day's close when a day is picked. "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 September 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.
FAQ#
- How much would $1,000 invested in FDS be worth today?
- A $1,000 investment in FactSet (FDS) in January 2016 would be worth about $2,118 as of September 2026, with dividends reinvested. That works out to about 7.3% a year.
- How far back does the FDS calculation go?
- FDS data begins June 1996. You can pick any starting month from then to the present and see what your investment would be worth today.
- 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.