Overview Performance Dividends Peer Group Options

(FDS) FactSet Research - Performance 8.4% in 12m

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

Performance Rating 42.11%
#16 in Peer-Group
Rel. Strength 51.14%
#3629 in Stock-Universe
Total Return 12m 8.36%
#20 in Peer-Group
Total Return 5y 41.30%
#21 in Peer-Group
P/E Value
P/E Trailing 31.6
P/E Forward 23.9
High / Low USD
52 Week High 492.37 USD
52 Week Low 393.37 USD
Sentiment Value
VRO Trend Strength +-100 65.09
Buy/Sell Signal +-5 1.08
Support / Resistance Levels
Support
Resistance
12m Total Return: FDS (8.4%) vs XLF (28%)
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 8.4% in 12m

Top Performer in Financial Exchanges & Data

Short Term Performance

Symbol 1w 1m 3m
FDS 1.01% -4.96% -2.68%
HOOD 8.75% 29.8% 99.5%
HUT 11.1% 14.8% 52.0%
BKKT 4.16% 12.7% 47.4%

Long Term Performance

Symbol 6m 12m 5y
FDS -8.12% 8.36% 41.3%
HOOD 117% 264% 119%
HUT -17.9% 15.8% 380%
ENX 39.2% 67.2% 104%

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		 1.65% 50.1% 146% 35.2 29.2 1.43 -28.5% -30.3%
CBOE BATS
Cboe Global Markets		 1.05% 34.8% 166% 29.7 24.3 1.75 81.9% 24.8%
NDAQ NASDAQ
Nasdaq		 7.17% 51.7% 144% 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 -4.96% 2.49% 4.52%
3 Months -2.68% 4.63% 10.25%
12 Months 8.36% 27.96% 14.16%
5 Years 41.30% 149.05% 116.91%

Trend Score (consistency of price movement) FDS XLF S&P 500
1 Month -17.9% 26.8% 79.1%
3 Months 15.1% 79.4% 91.7%
12 Months 18.7% 78% 44%
5 Years 77.4% 75.1% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month %th4.00 -7.27% -9.07%
3 Month %th4.00 -6.99% -11.73%
12 Month %th20.00 -15.32% -5.08%
5 Years %th16.00 -43.27% -34.86%

FAQs

Does FactSet Research (FDS) outperform the market?

No, over the last 12 months FDS made 8.36%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 27.96%. Over the last 3 months FDS made -2.68%, while XLF made 4.63%.

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 -1.5% -9.5% -13.3% -6%
US NASDAQ 100 QQQ -2.1% -10.5% -14.7% -6%
German DAX 40 DAX -2.3% -5.3% -28.5% -22%
Shanghai Shenzhen CSI 300 CSI 300 -0.8% -7.5% -9.3% -8%
Hongkong Hang Seng HSI -1.8% -11.8% -30.4% -28%
India NIFTY 50 INDA -1.8% -7.3% -14.2% 8%
Brasil Bovespa EWZ -0.7% -8.4% -34.9% -2%

FDS vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -2.6% -11.9% -19.6% -19%
Consumer Discretionary XLY -0.9% -6.9% -5.3% -12%
Consumer Staples XLP 2.1% -3.7% -12.2% -0%
Energy XLE 1.9% -9.5% -10.6% 12%
Financial XLF -1.2% -7.5% -16.5% -20%
Health Care XLV -0.3% -6.6% -6.6% 14%
Industrial XLI -1% -8.1% -20.1% -15%
Materials XLB -0.1% -7.3% -14% 5%
Real Estate XLRE 3.2% -4.5% -11.6% -3%
Technology XLK -2.2% -13.4% -15.4% -2%
Utilities XLU 0.9% -6% -17% -15%
Aerospace & Defense XAR -3.3% -14.6% -34.4% -44%
Biotech XBI 0.1% -8.1% -0.5% 19%
Homebuilder XHB -0.1% -8.8% -2.8% 8%
Retail XRT 0.8% -7.1% -5.9% 2%

FDS vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 5.1% -14.0% -6.06% 18%
Natural Gas UNG 2.8% -8.4% 0.1% 9%
Gold GLD 4.2% -3.5% -33.3% -31%
Silver SLV 2% -12.6% -31.5% -13%
Copper CPER -2.3% -13.6% -31.7% -7%

FDS vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 0.3% -6.8% -9.4% 7%
iShares High Yield Corp. Bond HYG 0.5% -6.5% -12.7% -2%