FDS
$342.19+2.89%
as of close, Nov 4, 2026
☾ AH $342.19 +2.89%
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FactSet total returns by year (including dividends)
As of market close, Nov 4, 2026
FactSet total returns by year (1997–2026)#
Calendar-year returns with each year's path and its dividend contribution (dividend return = total minus price return). Every year has a direct link you can bookmark or share.
| Year | Start price | End price | Path | Dividend | Total return |
|---|---|---|---|---|---|
| 2026YTD | $290.19 | $342.19 | 1.6% | +19.6% | |
| 2025 | $480.28 | $290.19 | 0.7% | -38.9% | |
| 2024 | $477.05 | $480.28 | 0.9% | +1.6% | |
| 2023 | $401.21 | $477.05 | 1.1% | +20.0% | |
| 2022 | $486.01 | $401.21 | 0.7% | -16.7% | |
| 2021 | $332.50 | $486.01 | 1.3% | +47.5% | |
| 2020 | $268.30 | $332.50 | 1.2% | +25.1% | |
| 2019 | $200.13 | $268.30 | 1.4% | +35.5% | |
| 2018 | $192.76 | $200.13 | 1.2% | +5.0% | |
| 2017 | $163.43 | $192.76 | 1.5% | +19.4% | |
| 2016 | $162.57 | $163.43 | 1.2% | +1.7% | |
| 2015 | $140.75 | $162.57 | 1.2% | +16.7% | |
| 2014 | $108.58 | $140.75 | 1.7% | +31.3% | |
| 2013 | $88.06 | $108.58 | 1.6% | +24.9% | |
| 2012 | $87.28 | $88.06 | 1.3% | +2.2% | |
| 2011 | $93.76 | $87.28 | 1.0% | -5.9% | |
| 2010 | $65.87 | $93.76 | 1.7% | +44.1% | |
| 2009 | $44.24 | $65.87 | 2.2% | +51.1% | |
| 2008 | $55.70 | $44.24 | 1.0% | -19.5% | |
| 2007 | $56.48 | $55.70 | 0.7% | -0.7% | |
| 2006 | $41.16 | $56.48 | 0.5% | +37.7% | |
| 2005 | $38.96 | $41.16 | 0.6% | +6.3% | |
| 2004 | $25.47 | $38.96 | 0.9% | +53.9% | |
| 2003 | $18.85 | $25.47 | 0.9% | +36.0% | |
| 2002 | $23.30 | $18.85 | 0.5% | -18.6% | |
| 2001 | $24.71 | $23.30 | 0.5% | -5.3% | |
| 2000 | $26.54 | $24.71 | 0.4% | -6.5% | |
| 1999 | $13.72 | $26.54 | 0.8% | +94.2% | |
| 1998 | $6.83 | $13.72 | 0.0% | +100.8% | |
| 1997 | $4.67 | $6.83 | 0.0% | +46.4% |
- Annualized
- +16.4%
- 1997–2026
- Average year
- +20.3%
- 29 full years
- Best year
- +100.8%
- 1998
- Worst year
- -38.9%
- 2025
- Positive years
- 21/29
- 72% up
Annualized (CAGR)
+16.4%
1997–2026
Average year
+20.3%
29 full years
Best year
+100.8%
1998
Worst year
-38.9%
2025
Positive years
21/29
72% up
Total return by period#
Annual
-100%-50%0%50%100%
1997+46%'97
1998+101%
1999+94%
2000-6.5%'00
2001-5.3%
2002-19%
2003+36%'03
2004+54%
2005+6.3%
2006+38%'06
2007-0.69%
2008-20%
2009+51%'09
2010+44%
2011-5.9%
2012+2.2%'12
2013+25%
2014+31%
2015+17%'15
2016+1.7%
2017+19%
2018+5.0%'18
2019+36%
2020+25%
2021+47%'21
2022-17%
2023+20%
2024+1.6%'24
2025-39%
2026+20%
Methodology#
Total returns, dividends reinvested, measured on FDS. Annualized return is the compound annual growth rate; the current year is year-to-date. Past performance does not predict future returns.
FAQ#
- What is FactSet's average annual return?
- Since 1997, FactSet (FDS) has returned about 16.4% a year (the compound annual growth rate) and an average calendar-year return of 20.3%.
- What were FactSet's best and worst years?
- Over 1997–2026, the best year was 1998 (+100.8%) and the worst was 2025 (-38.9%).
- How often is FactSet up in a year?
- 21 of the 29 full years since 1997 were positive — about 72% of the time.
More on FactSet
Annual returns for: S&P 500 · S&P 500 Equal Weight · US Stock Market · Nasdaq-100
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