(FDUS) Fidus Investment - Performance 18.9% in 12m
FDUS performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
88.01%
#5 in Peer-Group
Rel. Strength
65.64%
#2638 in Stock-Universe
Total Return 12m
18.88%
#51 in Peer-Group
Total Return 5y
324.61%
#4 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 8.50 |
| P/E Forward | 9.35 |
| High / Low | USD |
|---|---|
| 52 Week High | 22.17 USD |
| 52 Week Low | 16.80 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 89.74 |
| Buy/Sell Signal +-5 | 1.75 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: FDUS (18.9%) vs XLF (27.7%)
5y Drawdown (Underwater) Chart
Top Performer in Asset Management & Custody Banks
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| TSLX NYSE Sixth Street Specialty |
5.53% | 22.2% | 172% | 12.3 | 11.3 | 1.27 | -27.1% | -3.62% |
| AGF-B TO AGF Management |
7.44% | 63% | 238% | 8.13 | 7.1 | 1.25 | 79.0% | 18.1% |
| FHI NYSE Federated Investors |
9.14% | 46.7% | 171% | 12.7 | 11 | 0.99 | 26.8% | 22.9% |
| PNNT NYSE PennantPark Investment |
4.88% | 3.73% | 295% | 9.56 | 10 | 0.28 | -21.9% | -23.3% |
| OFS NASDAQ OFS Capital |
-1.46% | 14.4% | 259% | 3.76 | 9.2 | 1.67 | -33.2% | -23.5% |
| ARES NYSE Ares Management |
7.57% | 33.2% | 438% | 100 | 35.1 | 0.63 | 22.1% | -6.74% |
| BK NYSE The Bank of New York Mellon |
4.07% | 58.3% | 180% | 14.7 | 13.4 | 1.2 | 32.4% | 10.4% |
| GBDC NASDAQ Golub Capital BDC |
1.36% | 6.03% | 113% | 13.6 | 10.3 | 1.51 | 1.60% | -11.5% |
Performance Comparison: FDUS vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for FDUS
| Total Return (including Dividends) | FDUS | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 4.76% | 3.59% | 4.08% |
| 3 Months | 21.25% | 15.21% | 19.65% |
| 12 Months | 18.88% | 27.66% | 12.88% |
| 5 Years | 324.61% | 144.91% | 113.48% |
| Trend Score (consistency of price movement) | FDUS | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 75% | 83.5% | 86.9% |
| 3 Months | 91.6% | 86.2% | 97.2% |
| 12 Months | 64.7% | 78.1% | 46% |
| 5 Years | 98.8% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th70.50 | 1.14% | 0.66% |
| 3 Month | %th73.50 | 5.25% | 1.34% |
| 12 Month | %th72.50 | -6.88% | 5.32% |
| 5 Years | %th98.00 | 73.37% | 98.90% |
FAQs
Does Fidus Investment (FDUS) outperform the market?
No,
over the last 12 months FDUS made 18.88%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 27.66%.
Over the last 3 months FDUS made 21.25%, while XLF made 15.21%.
Performance Comparison FDUS vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
FDUS vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1% | 0.7% | -2.5% | 6% |
| US NASDAQ 100 | QQQ | 1.2% | 0.7% | -3.9% | 8% |
| German DAX 40 | DAX | -1.1% | 2.9% | -14.6% | -13% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.5% | -0.5% | -6.9% | -2% |
| Hongkong Hang Seng | HSI | 2.2% | 2.3% | -22.8% | -18% |
| India NIFTY 50 | INDA | 2% | 4.7% | -2% | 21% |
| Brasil Bovespa | EWZ | 6.5% | 2.9% | -18.5% | 16% |
FDUS vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.3% | 2.6% | -6.1% | -4% |
| Consumer Discretionary | XLY | 1% | 2.3% | 5.2% | 2% |
| Consumer Staples | XLP | 2.4% | 4.9% | -1.6% | 11% |
| Energy | XLE | -0.9% | -0.4% | 3.9% | 16% |
| Financial | XLF | 2% | 1.2% | -6.3% | -9% |
| Health Care | XLV | 0.5% | 3.8% | 7.5% | 24% |
| Industrial | XLI | 0.2% | -0.1% | -9.6% | -7% |
| Materials | XLB | 0.1% | 0.5% | -5.9% | 12% |
| Real Estate | XLRE | 1.5% | 5.3% | -1.9% | 8% |
| Technology | XLK | 1.1% | -2.1% | -6.8% | 10% |
| Utilities | XLU | 0.2% | 1.9% | -4.9% | -3% |
| Aerospace & Defense | XAR | 0.7% | -1.8% | -20.7% | -30% |
| Biotech | XBI | -2.6% | 1.1% | 7.1% | 26% |
| Homebuilder | XHB | -2.3% | -3.6% | 1.8% | 13% |
| Retail | XRT | 0.7% | 2% | 3% | 8% |
FDUS vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 0.8% | -0.53% | 12.4% | 25% |
| Natural Gas | UNG | 4.3% | 12.9% | 25.8% | 24% |
| Gold | GLD | 1.4% | 4.9% | -17.4% | -21% |
| Silver | SLV | 0.3% | 3.2% | -16.3% | -1% |
| Copper | CPER | -8% | -8.6% | -23.5% | -4% |
FDUS vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1% | 3.1% | 1.9% | 21% |
| iShares High Yield Corp. Bond | HYG | 1.4% | 3.5% | 0.9% | 9% |