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 +6.63% over the past year and +10.43% YTD, with dividends reinvested. Since Jun. 21, 2011, FDUS is up +552.59% in nominal total return, or +13.10%/yr, and is currently −3.23% below its total-return high on Jul. 16, 2026.

Data ending Thu Sep. 17, 2026

Growth of $10,000

Tue 2011-06-21💬 to Thu 2026-09-17 Overall
Return
Exponential
Trendline
FDUS
×
+552.59%
+13.10%/yr
+12.78%/yr
R2=0.887
Fidus Investment Corp NASDAQ Common Stock

Growth of $10,000 Summary

Tue 2011-06-21💬 to Thu 2026-09-17 Start
Value
End
Value
FDUS
×
$10,000.00
2011-06-21
$65,259.44
2026-09-17

This Year’s Performance

through 2026-09-17

  YTD YoY
FDUS
×
+10.43% +6.63%

Drawdowns

  Current
Drawdown
Worst
Drawdown
FDUS
×
−3.23%
on 2026-09-17
from 2026-07-16 peak
−69.51%
on 2020-03-18
from 2019-12-04 peak

Rolling Returns

Period ending Thu 2026-09-17 1 yr 2 yr 3 yr 5 yr 10 yr
FDUS
×
+6.63% +24.47%
+11.57%/yr
+48.53%
+14.10%/yr
+99.59%
+14.82%/yr
+276.28%
+14.17%/yr

Annual Returns

Year FDUS
2026 (YTD) +10.43%
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%