FactSet (FDS) returns
FactSet returns over 10 years
$1,000 invested in FactSet ten years ago was worth $2,362 at the close on October 30, 2026, with dividends reinvested: an average return of 9.0% a year. The same $1,000 in the S&P 500 (SPY) became $4,166.
Total return by period
| Period | Total return | A year, on average | $1,000 became | S&P 500 (SPY) |
|---|---|---|---|---|
| 1 month | +22.1% | — | $1,221 | -0.9% |
| 3 months | +25.8% | — | $1,258 | +2.1% |
| Year to date | +15.1% | — | $1,151 | +11.7% |
| 1 year | +24.7% | — | $1,247 | +12.4% |
| 3 years | -20.0% | -7.2% | $799.98 | +88.5% |
| 5 years | -21.7% | -4.8% | $783.15 | +76.0% |
| 10 years | +136.2% | +9.0% | $2,362 | +316.6% |
FactSet return by calendar year
| Year | FDS | S&P 500 (SPY) | Difference |
|---|---|---|---|
| 2026 to date | +15.1% | +11.7% | +3.4% |
| 2025 | -38.9% | +17.7% | -56.6% |
| 2024 | +1.6% | +24.9% | -23.3% |
| 2023 | +20.0% | +26.2% | -6.2% |
| 2022 | -16.8% | -18.2% | +1.4% |
| 2021 | +47.5% | +28.7% | +18.7% |
| 2020 | +25.1% | +18.4% | +6.8% |
| 2019 | +35.5% | +31.2% | +4.3% |
| 2018 | +5.0% | -4.6% | +9.6% |
| 2017 | +19.4% | +21.7% | -2.3% |
| 2016 | +1.7% | +12.0% | -10.3% |
Past returns do not predict future returns. Returns are computed from our daily closes, adjusted for splits and with dividends reinvested on their ex-dates; taxes and trading costs are left out.
See also: FDS valuation
No forecast, no recommendation. This page describes FactSet from published data; it is not advice to buy, sell or hold any security.
Figures as of the close on Oct 30, 2026 unless a row says otherwise. Prices are split adjusted; returns include dividends reinvested. Data may be delayed. See the disclaimer and how TrendArc works.