Overview Performance Dividends Peer Group Options

(FDS) FactSet Research - Performance 4% in 12m

FDS performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 42.24%
#17 in Peer-Group
Rel. Strength 44.79%
#4118 in Stock-Universe
Total Return 12m 3.95%
#22 in Peer-Group
Total Return 5y 39.28%
#22 in Peer-Group
P/E Value
P/E Trailing 30.0
P/E Forward 22.6
High / Low USD
52 Week High 492.37 USD
52 Week Low 393.37 USD
Sentiment Value
VRO Trend Strength +-100 52.71
Buy/Sell Signal +-5 0.65
Support / Resistance Levels
Support
Resistance
12m Total Return: FDS (4%) vs XLF (25.9%)
Total Return of FactSet Research versus its related sector ETF XLF
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (FDS) FactSet Research - Performance 4% in 12m

Top Performer in Financial Exchanges & Data

Short Term Performance

Symbol 1w 1m 3m
FDS 3.28% -5.26% 1.51%
HOOD 9.42% 24.2% 69.6%
DFIN 3.29% 10.3% 34.2%
HUT 1.47% 2.01% 23.6%

Long Term Performance

Symbol 6m 12m 5y
FDS -10.5% 3.95% 39.3%
HOOD 107% 284% 116%
ENX 37.2% 62.8% 101%
HUT -29.0% 37.6% 360%

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
X TO
TMX		 -0.6% 50.6% 146% 35.2 29.2 1.43 -28.5% -30.3%
CBOE BATS
Cboe Global Markets		 -0.58% 35.4% 170% 29.7 24.3 1.75 81.9% 24.8%
NDAQ NASDAQ
Nasdaq		 6.42% 48.5% 145% 39 27.5 1.74 -25.5% -

Performance Comparison: FDS vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for FDS
Total Return (including Dividends) FDS XLF S&P 500
1 Month -5.26% 1.62% 2.95%
3 Months 1.51% 3.20% 6.01%
12 Months 3.95% 25.88% 13.19%
5 Years 39.28% 150.06% 117.19%

Trend Score (consistency of price movement) FDS XLF S&P 500
1 Month -69.5% 4.2% 78.3%
3 Months 7.1% 69.1% 84.6%
12 Months 22.2% 78.1% 43.3%
5 Years 77.4% 75% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #24 -6.77% -7.97%
3 Month #24 -1.64% -4.24%
12 Month #22 -17.42% -8.17%
5 Years #23 -44.30% -35.87%

FAQs

Does FactSet Research (FDS) outperform the market?

No, over the last 12 months FDS made 3.95%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 25.88%. Over the last 3 months FDS made 1.51%, while XLF made 3.20%.

Performance Comparison FDS vs Indeces and Sectors

Above 0 means better perfomance compared to Symbol in this Timeframe

FDS vs. Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 1.4% -8.2% -12% -9%
US NASDAQ 100 QQQ 1.1% -8.9% -12.6% -11%
German DAX 40 DAX 2.4% -2.8% -28.5% -24%
Shanghai Shenzhen CSI 300 CSI 300 1.2% -8.1% -11.4% -12%
Hongkong Hang Seng HSI 0.7% -12.6% -30.7% -29%
India NIFTY 50 INDA 1.5% -5.8% -13.2% 4%
Brasil Bovespa EWZ 3.7% -7.1% -35.8% -3%

FDS vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 1.3% -8.9% -17.2% -21%
Consumer Discretionary XLY 0.6% -4.9% -2.9% -16%
Consumer Staples XLP 1.6% -4.7% -14.2% -3%
Energy XLE 6.7% -8.8% -12.4% 8%
Financial XLF 0.3% -6.9% -16.6% -22%
Health Care XLV 2.6% -7% -7.4% 11%
Industrial XLI 1.2% -6.8% -19.3% -16%
Materials XLB 2.3% -6.3% -14% 4%
Real Estate XLRE 1.2% -8.5% -15.7% -10%
Technology XLK 0.7% -11.9% -13.7% -8%
Utilities XLU 1% -5.9% -18.7% -16%
Aerospace & Defense XAR 1.6% -9.6% -29.8% -39%
Biotech XBI 1.2% -11% -1.7% 15%
Homebuilder XHB -2.5% -7.1% -3.5% 9%
Retail XRT 1.7% -6.6% -6.7% 1%

FDS vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 14.6% -13.8% -9.64% 12%
Natural Gas UNG 10.9% -0.5% -11.2% 21%
Gold GLD 5.1% -5.8% -37.3% -38%
Silver SLV 6.6% -13.1% -31.2% -17%
Copper CPER 0.8% -8.8% -30.1% -8%

FDS vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 2.2% -7.6% -11.8% 7%
iShares High Yield Corp. Bond HYG 2.4% -6.7% -15% -6%