If you'd invested in FactSet (FDS): performance and returns
Looking for FactSet's share price history and how much the stock has returned? Here's its year-by-year performance and what $1,000 invested at different dates would be worth today.
💰 Calculator: how much would FactSet have returned?
This calculator shows how much FactSet stock would have returned based on the amount invested and the starting year. Pick a sum and a year and you'll instantly see what it would be worth today and the total gain. Real prices, excluding dividends.
If I'd invested $1,000 in FactSet
| Investment | Worth today | Gain |
|---|---|---|
| 1 years ago | $479 | -52% |
| 3 years ago | $573 | -43% |
| 5 years ago | $692 | -31% |
| 10 years ago | $1,415 | +42% |
| since inception (1996) | $51,769 | +5077% |
Return by year (FactSet)
| Year | Return | $1,000 invested at year start |
|---|---|---|
| 2026 (YTD) | -21% | $793 (-21%) |
| 2025 | -40% | $479 (-52%) |
| 2024 | +1% | $482 (-52%) |
| 2023 | +19% | $573 (-43%) |
| 2022 | -17% | $473 (-53%) |
| 2021 | +46% | $692 (-31%) |
| 2020 | +24% | $858 (-14%) |
| 2019 | +34% | $1,150 (+15%) |
| 2018 | +4% | $1,194 (+19%) |
| 2017 | +18% | $1,408 (+41%) |
| 2016 | +1% | $1,415 (+42%) |
Frequently asked questions
How much does FDS return?
$1,000 invested in FactSet 10 years ago would be worth $1,415 today, i.e. +4%/yr on average (price, excluding dividends).
What was FDS's best/worst year?
Best year: 2021 (+46%). Worst year: 2025 (-40%). Year-by-year detail is above.
How much would $1,000 invested in FDS since inception be worth?
Since 1996, $1,000 would have become $51,769 (+5077%). Past performance is not a guarantee.
Do FactSet's returns include dividends?
No — these returns are price-only. If FactSet pays a dividend, its total return would be somewhat higher — see its dividend page.
What is FactSet's average annual return (ROI)?
FactSet's return on investment is about +4%/yr over 10 years (price, excluding dividends), versus the S&P 500's ~10%/yr over the long run.