$254.41+$10.45 (+4.28%)as of market close, Jul 24, 2026
FDS monthly returns
FactSet has averaged 1.61% per month, positive in 57% of months. Month-by-month returns for FactSet (FDS) below, through July 24, 2026 — the table lists the most recent months; the bar chart plots the last 5 years.
Average month
+1.6%
355 months
Best month
+52.0%
Dec 1998
Worst month
-25.8%
Oct 2008
Positive months
57%
of all months
FactSet monthly returns#
| Month | Path | Total return |
|---|---|---|
| Jul 2026 | +10.7% | |
| Jun 2026 | -6.4% | |
| May 2026 | +8.4% | |
| Apr 2026 | +4.9% | |
| Mar 2026 | +0.1% | |
| Feb 2026 | -14.3% | |
| Jan 2026 | -12.3% | |
| Dec 2025 | +4.7% | |
| Nov 2025 | +4.3% | |
| Oct 2025 | -6.9% | |
| Sep 2025 | -23.3% | |
| Aug 2025 | -7.1% |
Monthly total return (since Aug 2021)
-20%-10%+0%+10%+20%
20222023202420252026
Methodology#
Monthly returns are total returns (dividends reinvested), computed from FDS's split- and dividend-adjusted month-end closes. The table shows the most recent 120 months and the bar chart the most recent 60. See the year-by-year returns for the annual view. Past performance does not predict future returns; not investment advice.
See also: S&P 500 · Nasdaq-100 · Dow Jones · Russell 2000 · US Bond Market · Gold · Silver · Bitcoin · Ethereum
FAQ
- What is FactSet's average monthly return?
- FactSet (FDS) has averaged about 1.61% per month, positive in roughly 57% of months. The best month was Dec 1998 (+52.0%) and the worst was Oct 2008 (-25.8%).