(FDUS) Fidus Investment - Performance 14.2% in 12m
FDUS performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
89.46%
#2 in Peer-Group
Rel. Strength
66.54%
#2540 in Stock-Universe
Total Return 12m
14.22%
#56 in Peer-Group
Total Return 5y
273.22%
#5 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 8.76 |
| P/E Forward | 9.61 |
| High / Low | USD |
|---|---|
| 52 Week High | 22.77 USD |
| 52 Week Low | 17.25 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 79.94 |
| Buy/Sell Signal +-5 | -0.59 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: FDUS (14.2%) vs XLF (25.1%)
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 |
|---|---|---|---|---|---|---|---|---|
| AGF-B TO AGF Management |
14.5% | 50.4% | 259% | 7.92 | 6.77 | 1.25 | 76.9% | 18.1% |
| BK NYSE The Bank of New York Mellon |
9.52% | 52.6% | 173% | 14.5 | 13.1 | 1.17 | 28.1% | 10.4% |
| APO NYSE Apollo Global Management |
-4.88% | 13.7% | 208% | 23 | 17 | 1.37 | 3.80% | -28.4% |
| FHI NYSE Federated Investors |
4.35% | 32.2% | 135% | 12 | 10.3 | 1.98 | 26.8% | 22.9% |
| TSLX NYSE Sixth Street Specialty |
13.6% | 17% | 127% | 12 | 11.6 | 1.27 | -27.1% | -3.62% |
| BCSF NYSE Bain Capital Specialty |
4.73% | 3.69% | 153% | 9.01 | 10.4 | 1.07 | 14.7% | -6.71% |
| PNNT NYSE PennantPark Investment |
5.11% | 1% | 250% | 8.11 | 8.31 | 0.28 | -21.9% | -23.3% |
| OFS NASDAQ OFS Capital |
-5.24% | -1.68% | 210% | 3.71 | 9.2 | 1.67 | -33.2% | -23.5% |
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 | 9.87% | 4.53% | 5.54% |
| 3 Months | -8.70% | -1.15% | 1.27% |
| 12 Months | 14.22% | 25.07% | 13.09% |
| 5 Years | 273.22% | 136.27% | 107.46% |
| Trend Score (consistency of price movement) | FDUS | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 88.6% | 57.5% | 69.6% |
| 3 Months | -49.5% | 38.2% | 31.9% |
| 12 Months | 71.8% | 80.7% | 44.4% |
| 5 Years | 98.9% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #21 | 5.10% | 4.10% |
| 3 Month | #167 | -7.63% | -9.84% |
| 12 Month | #61 | -8.68% | 1.00% |
| 5 Years | #6 | 57.96% | 79.90% |
FAQs
Does Fidus Investment (FDUS) outperform the market?
No,
over the last 12 months FDUS made 14.22%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 25.07%.
Over the last 3 months FDUS made -8.70%, while XLF made -1.15%.
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 | 0.9% | 4.3% | 4.5% | 1% |
| US NASDAQ 100 | QQQ | 1% | 2.1% | 1.7% | -1% |
| German DAX 40 | DAX | 1.5% | 6.1% | -17.2% | -14% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.4% | 7% | 5.1% | 5% |
| Hongkong Hang Seng | HSI | 0.6% | 1.5% | -9.3% | -4% |
| India NIFTY 50 | INDA | 1% | 8.4% | 3% | 14% |
| Brasil Bovespa | EWZ | 3.4% | 8.6% | -10.1% | 15% |
FDUS vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1% | 4.2% | -0% | -8% |
| Consumer Discretionary | XLY | 2% | 2.1% | 6.9% | -8% |
| Consumer Staples | XLP | -0% | 7.8% | 1.8% | 4% |
| Energy | XLE | 2% | 9% | 15.1% | 21% |
| Financial | XLF | 0.5% | 5.3% | 1.7% | -11% |
| Health Care | XLV | 0.2% | 12.8% | 11.8% | 21% |
| Industrial | XLI | 0.9% | 1.8% | 2% | -5% |
| Materials | XLB | 1.6% | 6.5% | 10.7% | 17% |
| Real Estate | XLRE | -0.4% | 9.1% | 7% | 0% |
| Technology | XLK | 1.2% | 1.5% | 4.5% | 4% |
| Utilities | XLU | 0.3% | 6.3% | 0.2% | -3% |
| Aerospace & Defense | XAR | 1.3% | -0.5% | -8.3% | -20% |
| Biotech | XBI | 0.7% | 13.9% | 23% | 27% |
| Homebuilder | XHB | 3.1% | 10.8% | 25.4% | 23% |
| Retail | XRT | 1.2% | -0.1% | 10.9% | 16% |
FDUS vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 0.8% | 5.79% | 8.21% | 21% |
| Natural Gas | UNG | 8.6% | 19.2% | -10.5% | 31% |
| Gold | GLD | 0.9% | 7.8% | -22% | -26% |
| Silver | SLV | 1.4% | 7.8% | -5.2% | 7% |
| Copper | CPER | 1.6% | 8% | -10.8% | 12% |
FDUS vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.1% | 12.6% | 9.2% | 16% |
| iShares High Yield Corp. Bond | HYG | 0.4% | 8.3% | 0.4% | 5% |