All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

FDUS: Total Return Chart (with Dividends Reinvested)

FDUS total return snapshot: FDUS returned +5.85% over the past year and +4.52% YTD, with dividends reinvested. Since Jun. 21, 2011, FDUS is up +511.24% in nominal total return, or +12.81%/yr, and is currently −5.04% below its total-return high on Feb. 14, 2025.

Data ending Mon Jun. 29, 2026

Tue 2011-06-21💬 to Mon 2026-06-29 YTD
Return
1 Year
Return
FDUS
×
+4.52%
2026-06-29
+5.85%
2026-06-29
Fidus Investment Corp NASDAQ Common Stock

Returns

Tue 2011-06-21💬 to Mon 2026-06-29 Overall
Return
Exponential
Trendline
FDUS
×
+511.24%
+12.81%/yr
+12.69%/yr
(R2=0.882)
Fidus Investment Corp NASDAQ Common Stock

Growth of $10,000

Tue 2011-06-21💬 to Mon 2026-06-29 Start
Value
End
Value
FDUS
×
$10,000.00
2011-06-21
$61,124.38
2026-06-29
Fidus Investment Corp NASDAQ Common Stock

Annual Returns

Year FDUS
2026 (YTD) +4.52%
2025 +1.02%
2024 +20.55%
2023 +20.20%
2022 +17.09%
2021 +50.66%
2020 −0.78%
2019 +37.32%
2018 −13.59%
2017 +6.25%
2016 +27.30%
2015 +2.14%
2014 −24.81%
2013 +45.89%
2012 +39.65%
2011 −9.08%

Drawdowns

Tue 2011-06-21💬 to Mon 2026-06-29 Current
Drawdown
Worst
Drawdown
FDUS
×
−5.04%
from 2025-02-14 peak
−69.51%
2020-03-18
from 2019-12-04 peak
Fidus Investment Corp NASDAQ Common Stock

Rolling Returns

Period ending Mon 2026-06-29 1
Year
2
Years
3
Years
5
Years
10
Years
FDUS
×
+5.85% +20.71%
+9.87%/yr
+37.42%
+11.18%/yr
+97.50%
+14.58%/yr
+265.79%
+13.85%/yr
Fidus Investment Corp NASDAQ Common Stock