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 +5.39% over the past year and +3.67% YTD, with dividends reinvested. Since Jun. 21, 2011, FDUS is up +326.89% in real purchasing-power return, or +9.95%/yr, and is currently −6.48% below its real total-return high on Feb. 14, 2025.
Data ending Fri Oct. 9, 2026
| Tue 2011-06-21💬 to Fri 2026-10-09 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FDUS × |
+326.89%
+9.95%/yr |
+9.81%/yr
R2=0.856 |
||||
| Fidus Investment Corp NASDAQ Common Stock | ||||||
| Tue 2011-06-21💬 to Fri 2026-10-09 |
Start
Value |
End
Value |
|---|---|---|
| FDUS × |
$10,000.00
2011-06-21 |
$42,688.97
2026-10-09 |
| YTD | YoY | |
|---|---|---|
| FDUS × | +3.67% | +5.39% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FDUS × |
−6.48%
on 2026-10-09 from 2025-02-14 peak |
−69.65%
on 2020-03-18 from 2019-12-04 peak |
| Period ending Fri 2026-10-09 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FDUS × | +5.39% |
+14.70% +7.10%/yr |
+34.65% +10.42%/yr |
+60.78% +9.96%/yr |
+158.58% +9.97%/yr |
| Year | FDUS |
|---|---|
| 2026 (YTD) | +3.67% |
| 2025 | −0.58% |
| 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 | +24.71% |
| 2015 | +1.40% |
| 2014 | −25.38% |
| 2013 | +43.73% |
| 2012 | +37.27% |
| 2011 | −9.04% |
