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 +2.92% over the past year and +12.35% YTD, with dividends reinvested. Since Jun. 21, 2011, FDUS is up +557.07% in nominal total return, or +13.30%/yr, and is currently −1.55% below its total-return high on Jul. 16, 2026.

Data ending Fri Jul. 17, 2026

Growth of $10,000

Tue 2011-06-21💬 to Fri 2026-07-17 Overall
Return
Exponential
Trendline
FDUS
×
+557.07%
+13.30%/yr
+12.71%/yr
R2=0.883
Fidus Investment Corp NASDAQ Common Stock

Growth of $10,000 Summary

Tue 2011-06-21💬 to Fri 2026-07-17 Start
Value
End
Value
FDUS
×
$10,000.00
2011-06-21
$65,707.09
2026-07-17

This Year’s Performance

through 2026-07-17

  YTD YoY
FDUS
×
+12.35% +2.92%

Drawdowns

  Current
Drawdown
Worst
Drawdown
FDUS
×
−1.55%
on 2026-07-17
from 2026-07-16 peak
−69.51%
on 2020-03-18
from 2019-12-04 peak

Rolling Returns

Period ending Fri 2026-07-17 1 yr 2 yr 3 yr 5 yr 10 yr
FDUS
×
+2.92% +28.97%
+13.56%/yr
+43.79%
+12.87%/yr
+116.10%
+16.66%/yr
+283.67%
+14.39%/yr

Annual Returns

Year FDUS
2026 (YTD) +12.35%
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%