All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

FDUS: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

FDUS real return snapshot: after CPI-U inflation, FDUS returned −1.29% over the past year and +4.80% YTD, with dividends reinvested. Since Jun. 21, 2011, FDUS is up +327.07% in real purchasing-power return, or +10.02%/yr, and is currently −6.45% below its real total-return high on Feb. 14, 2025.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Tue 2011-06-21💬 to Fri 2026-09-04 Overall
Return 		Exponential
Trendline
FDUS × 		+327.07%
+10.02%/yr 		+9.77%/yr
R2=0.853
Fidus Investment Corp NASDAQ Common Stock

Growth of $10,000 Summary

Tue 2011-06-21💬 to Fri 2026-09-04 Start
Value 		End
Value
FDUS × 		$10,000.00
2011-06-21 		$42,706.62
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
FDUS × 		+4.80% −1.29%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
FDUS × 		−6.45%
on 2026-09-04
from 2025-02-14 peak 		−69.65%
on 2020-03-18
from 2019-12-04 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
FDUS × 		−1.29% +14.27%
+6.90%/yr 		+34.67%
+10.43%/yr 		+57.37%
+9.49%/yr 		+157.64%
+9.93%/yr

Annual Returns

Year FDUS
2026 (YTD) +4.80%
2025 −1.62%
2024 +17.17%
2023 +16.30%
2022 +9.98%
2021 +40.75%
2020 −2.12%
2019 +34.26%
2018 −15.21%
2017 +4.05%
2016 +24.72%
2015 +1.39%
2014 −25.38%
2013 +43.73%
2012 +37.27%
2011 −9.04%