FactSet trailing returns
FactSet's 10-year annualized return is +6.0% per year (+79.2% cumulative). How FactSet (FDS) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through September 18, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-09-18. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | +1.8% | |
| 5 days | — | +9.3% | |
| 1 month | — | -0.2% | |
| YTD | — | -0.8% | |
| 1 year | -4.1% | -4.1% | |
| 5 years | -4.6% | -20.8% | |
| 10 years | +6.0% | +79.2% | |
| 20 years | +10.8% | +679.0% | |
| Since inception (1996) | +15.8% | +8231.8% |
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 (2026-09-18). 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.
FAQ#
- What is FactSet's 10-year return?
- Over the last 10 years, FactSet (FDS) returned about +6.0% a year annualized (+79.2% cumulative total return).
- What is FactSet's 20-year annualized return?
- Over the last 20 years, FactSet (FDS) compounded at about +10.8% a year (+679.0% cumulative).
- What is FactSet's return since inception?
- Since 1996, FactSet (FDS) has compounded at about +15.8% a year — +8231.8% in total.