Fidus Investment Corporation (FDUS)

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The chart shows the growth of an initial investment of $10,000 in Fidus Investment Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Fidus Investment Corporation (FDUS) has returned -7.07% so far this year and -4.71% over the past 12 months. Looking at the last ten years, FDUS has achieved an annualized return of 12.98%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Jun 21, 2011, FDUS's average daily return is +0.07%, while the average monthly return is +1.30%. At this rate, your investment would double in approximately 4.5 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +37.2%, while the worst month was Mar 2020 at -48.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, FDUS closed higher 51% of trading days. The best single day was Mar 19, 2020 with a return of +43.6%, while the worst single day was Mar 18, 2020 at -34.4%.

Fidus Investment Corporation has an annualized alpha of 7.05%, beta of 0.82, and R² of 0.19 versus S&P 500 Index. Calculated based on daily prices since June 22, 2011.

• This stock captured 108.58% of S&P 500 Index gains and 105.77% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• R² of 0.19 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

FDUS ranks 28 for risk / return — below 28% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Fidus Investment Corporation (FDUS) and compare them to a chosen benchmark (S&P 500 Index).

Fidus Investment Corporation provided a 12.23% dividend yield over the last twelve months, with an annual payout of $2.13 per share.

The table displays the monthly dividend distributions for Fidus Investment Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Fidus Investment Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Fidus Investment Corporation was 68.76%, occurring on Mar 18, 2020. Recovery took 179 trading sessions.

The current Fidus Investment Corporation drawdown is 14.68%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Fidus Investment Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Fidus Investment Corporation is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.