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 −2.32% over the past year and −3.05% YTD, with dividends reinvested. Since Jun. 21, 2011, FDUS is up +295.07% in real purchasing-power return, or +9.61%/yr, and is currently −13.46% below its real total-return high on Feb. 14, 2025.

Data ending Fri Jun. 12, 2026

Tue 2011-06-21💬 to Fri 2026-06-12 YTD
Return
1 Year
Return
FDUS
×
−3.05%
2026-06-12
−2.32%
2026-06-12
Fidus Investment Corp NASDAQ Common Stock

Returns

Tue 2011-06-21💬 to Fri 2026-06-12 Overall
Return
Exponential
Trendline
FDUS
×
+295.07%
+9.61%/yr
+9.74%/yr
(R2=0.847)
Fidus Investment Corp NASDAQ Common Stock

Growth of $10,000

Tue 2011-06-21💬 to Fri 2026-06-12 Start
Value
End
Value
FDUS
×
$10,000.00
2011-06-21
$39,506.66
2026-06-12
Fidus Investment Corp NASDAQ Common Stock

Annual Returns

Year FDUS
2026 (YTD) −3.05%
2025 −1.62%
2024 +17.17%
2023 +16.30%
2022 +9.98%
2021 +40.75%
2020 −2.11%
2019 +34.25%
2018 −15.21%
2017 +4.05%
2016 +24.72%
2015 +1.39%
2014 −25.38%
2013 +43.73%
2012 +37.27%
2011 −9.04%

Drawdowns

Tue 2011-06-21💬 to Fri 2026-06-12 Current
Drawdown
Worst
Drawdown
FDUS
×
−13.46%
from 2025-02-14 peak
−69.65%
2020-03-18
from 2019-12-04 peak
Fidus Investment Corp NASDAQ Common Stock

Rolling Returns

Period ending Fri 2026-06-12 1
Year
2
Years
3
Years
5
Years
10
Years
FDUS
×
−2.32% +8.44%
+4.14%/yr
+22.59%
+7.02%/yr
+49.38%
+8.36%/yr
+157.38%
+9.92%/yr
Fidus Investment Corp NASDAQ Common Stock