Fidus Investment Corporation (FDUS)

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Fidus Investment Corporation (FDUS) is up 11.4% since the beginning of the year. At $20 per share, FDUS is trading 6.9% below its 52-week high of $22. Investors who bought $1,000 worth of FDUS shares 5 years ago would now be looking at an investment worth $2,192.

Fidus Investment Corporation (FDUS) has returned 11.36% so far this year and 9.82% over the past 12 months. Looking at the last ten years, FDUS has achieved an annualized return of 14.58%, outperforming the S&P 500 Index benchmark, which averaged 13.29% 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 +1.38%. At this rate, an investment would double in approximately 4.2 years.

Historically, 63% of months were positive and 37% 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 7.45%, beta of 0.82, and R2 of 0.19 versus S&P 500 Index. Calculated based on daily prices since June 21, 2011.

• This stock captured 106.39% of S&P 500 Index gains and 102.42% 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 57 for risk / return — above 57% of stocks peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.

Fidus Investment Corporation provided a 10.95% dividend yield over the last twelve months, with an annual payout of $2.21 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 2.42%.

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.