All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
FDUS real return snapshot: after CPI-U inflation, FDUS returned +0.25% over the past year and +2.78% YTD, with dividends reinvested. Since Jun. 21, 2011, FDUS is up +318.83% in real purchasing-power return, or +10.00%/yr, and is currently −8.25% below its real total-return high on Feb. 14, 2025.
Data ending Thu Jul. 2, 2026
| Tue 2011-06-21💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| FDUS × |
+2.78%
2026-07-02 |
+0.25%
2026-07-02 |
||||
| Fidus Investment Corp NASDAQ Common Stock | ||||||
| Tue 2011-06-21💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FDUS × |
+318.83%
+10.00%/yr |
+9.74%/yr
(R2=0.848) |
||||
| Fidus Investment Corp NASDAQ Common Stock | ||||||
| Tue 2011-06-21💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FDUS × |
$10,000.00
2011-06-21 |
$41,883.28
2026-07-02 |
||||
| Fidus Investment Corp NASDAQ Common Stock | ||||||
| Year | FDUS |
|---|---|
| 2026 (YTD) | +2.78% |
| 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% |
| Tue 2011-06-21💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FDUS × |
−8.25%
from 2025-02-14 peak |
−69.65%
2020-03-18 from 2019-12-04 peak |
||||
| Fidus Investment Corp NASDAQ Common Stock | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| FDUS × | +0.25% |
+13.99% +6.77%/yr |
+28.02% +8.58%/yr |
+59.71% +9.82%/yr |
+164.76% +10.23%/yr |
|
| Fidus Investment Corp NASDAQ Common Stock | ||||||
