FDS trailing returns
FactSet's 10-year annualized return is +5.3% per year (+66.8% cumulative). How FactSet (FDS) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through July 24, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-07-24. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | +4.3% | |
| 1 week | — | -1.4% | |
| 1 month | — | +17.5% | |
| YTD | — | -11.5% | |
| 1 year | -37.8% | -37.8% | |
| 5 years | -4.9% | -22.4% | |
| 10 years | +5.3% | +66.8% | |
| 20 years | +10.4% | +617.3% | |
| Since inception (1996) | +15.4% | +7334.8% |
Growth of FDS#
Actual index level (solid); dashed lines are each window's constant-rate path from start to today.
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-07-24). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Total return reinvests dividends (from FDS's split- and dividend-adjusted closes); price return excludes them. See the year-by-year returns for the calendar breakdown. 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 10-year return?
- Over the last 10 years, FactSet (FDS) returned about +5.3% a year annualized (+66.8% cumulative total return).
- What is FactSet's 20-year annualized return?
- Over the last 20 years, FactSet (FDS) compounded at about +10.4% a year (+617.3% cumulative).
- What is FactSet's return since inception?
- Since 1996, FactSet (FDS) has compounded at about +15.4% a year — +7334.8% in total.