All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
FDUS total return snapshot: FDUS returned +10.18% over the past year and +12.30% YTD, with dividends reinvested. Since Jun. 21, 2011, FDUS is up +556.75% in nominal total return, or +13.25%/yr, and is currently −1.60% below its total-return high on Jul. 16, 2026.
Data ending Fri Aug. 7, 2026
| Tue 2011-06-21💬 to Fri 2026-08-07 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FDUS × |
+556.75%
+13.25%/yr |
+12.73%/yr
R2=0.884 |
||||
| Fidus Investment Corp NASDAQ Common Stock | ||||||
| Tue 2011-06-21💬 to Fri 2026-08-07 |
Start
Value |
End
Value |
|---|---|---|
| FDUS × |
$10,000.00
2011-06-21 |
$65,674.82
2026-08-07 |
| YTD | YoY | |
|---|---|---|
| FDUS × | +12.30% | +10.18% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FDUS × |
−1.60%
on 2026-08-07 from 2026-07-16 peak |
−69.51%
on 2020-03-18 from 2019-12-04 peak |
| Period ending Fri 2026-08-07 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FDUS × | +10.18% |
+31.66% +14.74%/yr |
+44.50% +13.05%/yr |
+109.14% +15.90%/yr |
+280.80% +14.31%/yr |
| Year | FDUS |
|---|---|
| 2026 (YTD) | +12.30% |
| 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% |
