FDS returns by year
FactSet has returned +15.4% annually (CAGR) since 1997. Calendar-year, monthly and weekly total returns for FactSet (FDS) below, through July 24, 2026 — the most recent year is year-to-date.
FactSet returns by year (1997–2026)#
Calendar-year returns with each year's path and its dividend contribution (dividend return = total minus price return).
| Year | Start price | End price | Path | Dividend | Total return |
|---|---|---|---|---|---|
| 2026YTD | $290.19 | $254.41 | +0.9% | -11.5% | |
| 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% | -16.8% | |
| 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% |
Total return by period
Methodology#
Returns are total returns (dividends reinvested), computed from FDS's split- and dividend-adjusted closes. The bar chart switches between annual and monthly periods. Annualized return is the compound annual growth rate over the full period. The current year is year-to-date. See also the periodic table of returns. 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 annual return?
- Since 1997, FactSet (FDS) has returned about 15.4% 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.