FDS
$342.19+2.89%
as of close, Nov 4, 2026
☾ AH $342.19 +2.89%
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FactSet monthly returns
FactSet has averaged 1.69% per month, positive in 58% of months. Month-by-month returns for FactSet (FDS) below, through November 4, 2026 — the table lists the most recent months; the bar chart plots the last 5 years.
Average month
+1.7%
359 months
Best month
+52.0%
Dec 1998
Worst month
-25.8%
Oct 2008
Positive months
58%
of all months
FactSet monthly returns#
| Month | Path | Total return |
|---|---|---|
| Nov 2026 | +3.8% | |
| Oct 2026 | +22.1% | |
| Sep 2026 | -13.9% | |
| Aug 2026 | +19.6% | |
| Jul 2026 | +14.5% | |
| 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% | |
| Jul 2025 | -9.9% | |
| Jun 2025 | -2.4% | |
| May 2025 | +6.3% | |
| Apr 2025 | -4.9% | |
| Mar 2025 | -1.5% | |
| Feb 2025 | -2.4% | |
| Jan 2025 | -1.2% | |
| Dec 2024 | -2.1% | |
| Nov 2024 | +8.3% | |
| Oct 2024 | -1.3% | |
| Sep 2024 | +8.8% | |
| Aug 2024 | +2.6% | |
| Jul 2024 | +1.2% | |
| Jun 2024 | +1.0% | |
| May 2024 | -2.8% | |
| Apr 2024 | -8.3% | |
| Mar 2024 | -1.8% | |
| Feb 2024 | -2.6% | |
| Jan 2024 | -0.2% | |
| Dec 2023 | +5.2% | |
| Nov 2023 | +5.2% | |
| Oct 2023 | -1.2% | |
| Sep 2023 | +0.2% | |
| Aug 2023 | +0.5% | |
| Jul 2023 | +8.6% | |
| Jun 2023 | +4.1% | |
| May 2023 | -6.3% | |
| Apr 2023 | -0.8% | |
| Mar 2023 | +0.1% | |
| Feb 2023 | -1.8% | |
| Jan 2023 | +5.4% | |
| Dec 2022 | -13.0% | |
| Nov 2022 | +8.6% | |
| Oct 2022 | +6.3% | |
| Sep 2022 | -7.7% | |
| Aug 2022 | +1.1% | |
| Jul 2022 | +11.7% | |
| Jun 2022 | +0.7% | |
| May 2022 | -5.2% | |
| Apr 2022 | -7.1% | |
| Mar 2022 | +6.9% | |
| Feb 2022 | -3.5% | |
| Jan 2022 | -13.2% | |
| Dec 2021 | +3.7% | |
| Nov 2021 | +5.7% | |
| Oct 2021 | +12.4% | |
| Sep 2021 | +3.8% | |
| Aug 2021 | +6.7% | |
| Jul 2021 | +6.5% | |
| Jun 2021 | +0.4% | |
| May 2021 | -0.3% | |
| Apr 2021 | +9.0% | |
| Mar 2021 | +1.5% | |
| Feb 2021 | +0.8% | |
| Jan 2021 | -9.1% | |
| Dec 2020 | -0.4% | |
| Nov 2020 | +9.2% | |
| Oct 2020 | -8.5% | |
| Sep 2020 | -4.4% | |
| Aug 2020 | +1.4% | |
| Jul 2020 | +5.4% | |
| Jun 2020 | +6.8% | |
| May 2020 | +12.1% | |
| Apr 2020 | +5.5% | |
| Mar 2020 | -2.0% | |
| Feb 2020 | -6.8% | |
| Jan 2020 | +6.6% | |
| Dec 2019 | +3.3% | |
| Nov 2019 | +2.7% | |
| Oct 2019 | +4.3% | |
| Sep 2019 | -10.7% | |
| Aug 2019 | -1.6% | |
| Jul 2019 | -3.2% | |
| Jun 2019 | +3.0% | |
| May 2019 | +1.1% | |
| Apr 2019 | +11.1% | |
| Mar 2019 | +5.6% | |
| Feb 2019 | +7.9% | |
| Jan 2019 | +9.2% | |
| Dec 2018 | -14.7% | |
| Nov 2018 | +5.1% | |
| Oct 2018 | +0.0% | |
| Sep 2018 | -2.5% | |
| Aug 2018 | +14.2% | |
| Jul 2018 | +1.6% | |
| Jun 2018 | -1.4% | |
| May 2018 | +6.6% | |
| Apr 2018 | -5.2% | |
| Mar 2018 | -1.9% | |
| Feb 2018 | +1.5% | |
| Jan 2018 | +4.1% | |
| Dec 2017 | -3.6% | |
| Nov 2017 | +5.6% | |
| Oct 2017 | +5.4% | |
| Sep 2017 | +14.6% | |
| Aug 2017 | -5.7% | |
| Jul 2017 | +0.6% | |
| Jun 2017 | +0.3% | |
| May 2017 | +1.8% | |
| Apr 2017 | -1.0% | |
| Mar 2017 | -7.3% | |
| Feb 2017 | +3.1% | |
| Jan 2017 | +5.9% | |
| Dec 2016 | +2.0% |
Monthly total return (since Dec 2021)#
-20%-10%0%10%20%
Dec 2021+3.7%
Jan 2022-13%2022
Feb 2022-3.5%
Mar 2022+6.9%
Apr 2022-7.1%
May 2022-5.2%
Jun 2022+0.73%
Jul 2022+12%
Aug 2022+1.1%
Sep 2022-7.7%
Oct 2022+6.3%
Nov 2022+8.6%
Dec 2022-13%
Jan 2023+5.4%2023
Feb 2023-1.8%
Mar 2023+0.13%
Apr 2023-0.82%
May 2023-6.3%
Jun 2023+4.1%
Jul 2023+8.6%
Aug 2023+0.54%
Sep 2023+0.19%
Oct 2023-1.2%
Nov 2023+5.2%
Dec 2023+5.2%
Jan 2024-0.24%2024
Feb 2024-2.6%
Mar 2024-1.8%
Apr 2024-8.3%
May 2024-2.8%
Jun 2024+0.99%
Jul 2024+1.2%
Aug 2024+2.6%
Sep 2024+8.8%
Oct 2024-1.3%
Nov 2024+8.3%
Dec 2024-2.1%
Jan 2025-1.2%2025
Feb 2025-2.4%
Mar 2025-1.5%
Apr 2025-4.9%
May 2025+6.3%
Jun 2025-2.4%
Jul 2025-9.9%
Aug 2025-7.1%
Sep 2025-23%
Oct 2025-6.9%
Nov 2025+4.3%
Dec 2025+4.7%
Jan 2026-12%2026
Feb 2026-14%
Mar 2026+0.08%
Apr 2026+4.9%
May 2026+8.4%
Jun 2026-6.4%
Jul 2026+15%
Aug 2026+20%
Sep 2026-14%
Oct 2026+22%
Nov 2026+3.8%
FactSet returns by calendar month#
Every month of every year since 1997, one tick per year on a shared scale; the dark bar is the month's average. Total returns, dividends reinvested.
November 2026 so far: +3.83% — 18th of 30 Novembers since 1997 at the last close; the average November returned +4.3%.
| Month | −55%0+55% | Average | Median | Up | Best | Worst |
|---|---|---|---|---|---|---|
| Jan | -0.7% | -0.3% | 47% | +19.8% 1999 | -15.9% 2000 | |
| Feb | -2.5% | -2.1% | 37% | +8.6% 2015 | -16.6% 2001 | |
| Mar | +5.0% | +2.3% | 70% | +29.7% 2009 | -10.2% 2000 | |
| Apr | +1.2% | +0.6% | 50% | +17.5% 2001 | -15.9% 2005 | |
| May | +2.0% | +1.7% | 63% | +15.5% 2005 | -10.3% 2000 | |
| Jun | +2.6% | +0.9% | 63% | +32.5% 1999 | -12.9% 2008 | |
| Jul | +2.2% | +2.1% | 67% | +15.5% 2000 | -12.4% 2002 | |
| Aug | -0.5% | -0.2% | 47% | +19.6% 2026 | -23.4% 2001 | |
| Sep | +1.6% | +1.2% | 60% | +22.8% 1999 | -23.3% 2025 | |
| Oct | +1.5% | +1.4% | 57% | +22.1% 2026 | -25.8% 2008 | |
| Nov | +4.3% | +4.0% | 76% | +35.4% 1998 | -15.2% 2000 | |
| Dec | +3.8% | +2.7% | 55% | +52.0% 1998 | -14.7% 2018 |
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.
FAQ#
- What is FactSet's average monthly return?
- FactSet (FDS) has averaged about 1.69% per month, positive in roughly 58% of months. The best month was Dec 1998 (+52.0%) and the worst was Oct 2008 (-25.8%).
More on FactSet
By month for: S&P 500 · S&P 500 Equal Weight · US Stock Market · Nasdaq-100
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