(FDUS) Fidus Investment - Performance 4.8% in 12m
Compare FDUS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
91.47%
#5 in Group
Rel. Strength
55.75%
#3540 in Universe
Total Return 12m
4.80%
#99 in Group
Total Return 5y
275.35%
#6 in Group
P/E 7.83
27th Percentile in Group
P/E Forward 8.87
48th Percentile in Group
PEG 3.59
81th Percentile in Group
FCF Yield -7.23%
7th Percentile in Group
12m Total Return: FDUS (4.8%) vs XLF (19.4%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
-5.99% | 14.2% | 359% | 14.2 | 12.5 | 0.94 | 30.9% | 31.1% |
| ARES NYSE Ares Management |
-5.11% | 9.48% | 418% | 57.9 | 22.9 | 0.63 | 31.5% | 29.5% |
| APO NYSE Apollo Global Management |
-9.73% | 17.7% | 284% | 17.2 | 15.1 | 1.37 | 22.6% | -4.44% |
| BCSF NYSE Bain Capital Specialty |
-11.7% | 4% | 153% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-7.45% | 21.2% | 201% | 6.36 | 5.35 | 1.25 | 82.9% | 18.1% |
| TSLX NYSE Sixth Street Specialty |
-8.21% | 7.91% | 141% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| PNNT NYSE PennantPark Investment |
-10.5% | 4.33% | 281% | 7.67 | 8.05 | 0.28 | -37.9% | -19.4% |
| FHI NYSE Federated Investors |
-5.31% | 13.6% | 132% | 11.7 | 9.27 | 1.78 | 45.6% | 9.29% |
Performance Comparison: FDUS vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for FDUS
| Total Return (including Dividends) | FDUS | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -11.54% | -4.87% | -7.04% |
| 3 Months | -13.42% | -6.25% | -10.88% |
| 12 Months | 4.80% | 19.36% | 5.72% |
| 5 Years | 275.35% | 132.21% | 100.77% |
| Trend Score (consistency of price movement) | FDUS | XLF | S&P 500 |
| 1 Month | -78.9% | -69.4% | -76.1% |
| 3 Months | -72.4% | -72.1% | -86.4% |
| 12 Months | 81.5% | 87.9% | 67.8% |
| 5 Years | 99.0% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #158 | -7.01% | -4.84% |
| 3 Month | #147 | -7.65% | -2.85% |
| 12 Month | #99 | -12.2% | -0.87% |
| 5 Years | #6 | 61.6% | 87.0% |
FAQs
Does FDUS Fidus Investment outperforms the market?
No,
over the last 12 months FDUS made 4.80%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months FDUS made -13.42%, while XLF made -6.25%.
Over the last 3 months FDUS made -13.42%, while XLF made -6.25%.
Performance Comparison FDUS vs Indeces and Sectors
FDUS vs. Indices FDUS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.78% | -4.50% | 7.25% | -0.92% |
| US NASDAQ 100 | QQQ | 2.27% | -3.68% | 7.34% | 1.14% |
| US Dow Jones Industrial 30 | DIA | -0.12% | -6.37% | 5.28% | -1.88% |
| German DAX 40 | DAX | -10.7% | -3.49% | -11.3% | -14.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -5.22% | -3.79% | 2.40% | -3.15% |
| Hongkong Hang Seng | HSI | -5.89% | -0.39% | 5.86% | -11.3% |
| India NIFTY 50 | INDA | -2.23% | -15.0% | 7.83% | 4.12% |
| Brasil Bovespa | EWZ | -2.73% | -5.26% | 6.93% | 15.7% |
FDUS vs. Sectors FDUS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.97% | -3.96% | -0.95% | -8.46% |
| Consumer Discretionary | XLY | 3.37% | -5.32% | 5.04% | -2.54% |
| Consumer Staples | XLP | -3.48% | -11.4% | -0.40% | -7.69% |
| Energy | XLE | 0.82% | 0.38% | 8.31% | 17.6% |
| Financial | XLF | -0.93% | -6.67% | -0.67% | -14.6% |
| Health Care | XLV | -0.63% | -4.76% | 8.44% | 4.94% |
| Industrial | XLI | -0.72% | -5.57% | 7.88% | 0.91% |
| Materials | XLB | -1.72% | -4.10% | 14.7% | 12.7% |
| Real Estate | XLRE | -3.97% | -6.55% | 7.53% | -9.56% |
| Technology | XLK | 2.47% | -1.71% | 13.3% | 8.02% |
| Utilities | XLU | -3.74% | -9.43% | 3.02% | -21.6% |
| Aerospace & Defense | XAR | -2.88% | -10.9% | -2.16% | -18.4% |
| Biotech | XBI | -2.74% | 3.36% | 23.2% | 16.9% |
| Homebuilder | XHB | 2.39% | -2.33% | 26.7% | 16.5% |
| Retail | XRT | 2.02% | -5.79% | 14.5% | 11.8% |