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 +5.26% over the past year and +6.20% YTD, with dividends reinvested. Since Jun. 21, 2011, FDUS is up +527.58% in nominal total return, or +12.76%/yr, and is currently −6.94% below its total-return high on Jul. 16, 2026.

Data ending Wed Oct. 7, 2026

Growth of $10,000

Tue 2011-06-21💬 to Wed 2026-10-07 Overall
Return
Exponential
Trendline
FDUS
×
+527.58%
+12.76%/yr
+12.79%/yr
R2=0.888
Fidus Investment Corp NASDAQ Common Stock

Growth of $10,000 Summary

Tue 2011-06-21💬 to Wed 2026-10-07 Start
Value
End
Value
FDUS
×
$10,000.00
2011-06-21
$62,758.44
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
FDUS
×
+6.20% +5.26%

Drawdowns

  Current
Drawdown
Worst
Drawdown
FDUS
×
−6.94%
on 2026-10-07
from 2026-07-16 peak
−69.51%
on 2020-03-18
from 2019-12-04 peak

Rolling Returns

Period ending Wed 2026-10-07 1 yr 2 yr 3 yr 5 yr 10 yr
FDUS
×
+5.26% +20.59%
+9.81%/yr
+45.31%
+13.27%/yr
+94.15%
+14.19%/yr
+255.43%
+13.52%/yr

Annual Returns

Year FDUS
2026 (YTD) +6.20%
2025 +2.08%
2024 +20.55%
2023 +20.20%
2022 +17.10%
2021 +50.66%
2020 −0.78%
2019 +37.32%
2018 −13.59%
2017 +6.25%
2016 +27.30%
2015 +2.14%
2014 −24.82%
2013 +45.89%
2012 +39.65%
2011 −9.08%