Performance of FDUS Fidus Investment | 24.2% in 12m
Compare FDUS with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?
Compare Fidus Investment with its related Sector/Index XLF
Performance Duell FDUS vs XLF
| TimeFrame | FDUS | XLF |
|---|---|---|
| 1 Day | -0.05% | 0.00% |
| 1 Week | -1.30% | 1.22% |
| 1 Month | 1.49% | 6.54% |
| 3 Months | 3.79% | 6.83% |
| 6 Months | 9.90% | 22.16% |
| 12 Months | 24.2% | 34.75% |
| YTD | 4.27% | 12.12% |
| Rel. Perf. 1m | -0.44 | |
| Rel. Perf. 3m | -0.73 | |
| Rel. Perf. 6m | -1.19 | |
| Rel. Perf. 12m | -0.75 |
Is Fidus Investment a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Fidus Investment is currently (May 2024)
neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 29.62 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FDUS as of May 2024 is 20.35. This means that FDUS is currently overvalued and has a potential downside of 2.83% (Sold with Premium).
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FDUS as of May 2024 is 20.35. This means that FDUS is currently overvalued and has a potential downside of 2.83% (Sold with Premium).
Is FDUS a buy, sell or hold?
- Strong Buy: 2
- Buy: 1
- Hold: 3
- Sell: 0
- Strong Sell: 0
Values above 0%: FDUS is performing better - Values below 0%: FDUS is underperforming
Compare FDUS with Broad Market Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.94% | -3.51% | -8.37% | -6.56% |
| US NASDAQ 100 | QQQ | -3.79% | -3.35% | -7.66% | -14.90% |
| US Dow Jones Industrial 30 | DIA | -2.62% | -4.24% | -5.22% | 1.00% |
| German DAX 40 | DBXD | -1.47% | -3.69% | -8.30% | 6.89% |
| UK FTSE 100 | ISFU | -3.36% | -8.99% | -8.30% | 9.48% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.31% | -3.10% | 7.05% | 34.03% |
| Hongkong Hang Seng | HSI | -5.81% | -20.12% | 5.67% | 31.67% |
| Japan Nikkei 225 | EXX7 | -1.91% | 3.32% | -3.09% | 10.52% |
| India NIFTY 50 | INDA | -3.16% | -1.21% | -6.89% | -3.28% |
| Brasil Bovespa | EWZ | -0.83% | -3.90% | 12.41% | 10.43% |
FDUS Fidus Investment vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.28% | -1.56% | -8.39% | -14.74% |
| Consumer Discretionary | XLY | -0.59% | -1.18% | 2.39% | 2.64% |
| Consumer Staples | XLP | -2.88% | -5.75% | -4.47% | 18.39% |
| Energy | XLE | -0.56% | 2.28% | -5.01% | -1.68% |
| Financial | XLF | -2.52% | -5.05% | -12.26% | -10.57% |
| Health Care | XLV | -3.21% | -3.81% | -4.65% | 10.75% |
| Industrial | XLI | -0.98% | -1.34% | -10.42% | -6.21% |
| Materials | XLB | -0.91% | -1.40% | -5.35% | 3.80% |
| Real Estate | XLRE | -3.43% | -6.09% | 0.38% | 12.76% |
| Technology | XLK | -4.97% | -3.73% | -6.44% | -16.29% |
| Utilities | XLU | -2.62% | -13.66% | -8.52% | 12.00% |
| Aerospace & Defense | XAR | -1.70% | -6.04% | -6.01% | -2.77% |
| Biotech | XBI | -5.36% | -6.66% | -22.15% | 15.27% |
| Homebuilder | XHB | -0.77% | -3.89% | -21.82% | -28.87% |
| Retail | XRT | -3.67% | -6.34% | -15.28% | -5.54% |
Does Fidus Investment outperform its market, is FDUS a Sector Leader?
No, over the last 12 months Fidus Investment (FDUS) made 24.18%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 34.75%.
Over the last 3 months FDUS made 3.79%, while XLF made 6.83%.
No, over the last 12 months Fidus Investment (FDUS) made 24.18%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 34.75%.
Over the last 3 months FDUS made 3.79%, while XLF made 6.83%.
| Period | FDUS | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 1.49% | 6.54% | 5.00% |
| 3 Months | 3.79% | 6.83% | 6.17% |
| 12 Months | 24.18% | 34.75% | 30.74% |