If you invested in
A $1,000 investment in FactSet (FDS) in January 2016 would be worth $1,645 as of June 2026 with dividends reinvested — 4.9% a year. Use the dropdowns above to try any amount, ticker, or starting month back to June 1996.
Over the same period, the same $1,000 would be worth $4,557 in the S&P 500 (SPY) and $7,667 in the Nasdaq-100 (QQQ). FDS trailed both the S&P 500 and the Nasdaq-100 over that period.
Growth of $1,000 in FDS since January 2016#
monthlyFactSet (FDS). Total return approximated via dividend- and split-adjusted closes (no taxes or fees). Not investment advice.
Growth of $1,000 in FDS by starting month#
$1,000 invested in FDS, by starting year#
| Invested in | Worth today | Same in QQQ | Multiple | Annualized |
|---|---|---|---|---|
| 2016 | $1,645 | $7,667 | 1.6× | 4.9% |
| 2017 | $1,415 | $6,338 | 1.4× | 3.8% |
| 2018 | $1,205 | $4,619 | 1.2× | 2.3% |
| 2019 | $1,094 | $4,614 | 1.1× | 1.2% |
| 2020 | $827 | $3,513 | 0.8× | -2.9% |
| 2021 | $775 | $2,429 | 0.8× | -4.6% |
| 2022 | $550 | $2,095 | 0.6× | -12.7% |
| 2023 | $544 | $2,562 | 0.5× | -16.5% |
| 2024 | $480 | $1,798 | 0.5× | -26.6% |
| 2025 | $477 | $1,427 | 0.5× | -41.6% |
Methodology#
Investments are assumed made at the first trading day's close of the chosen year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. FDS data begins June 1996; values as of June 2026 and refresh daily. Past performance does not predict future returns; not investment advice.
See the live FDS chart and fundamentals on the FDS quote page or compare with the same investment in SPY.
FAQ
- How much would $1,000 invested in FDS be worth today?
- A $1,000 investment in FactSet (FDS) in January 2016 would be worth about $1,645 as of June 2026, with dividends reinvested. That works out to about 4.9% a year.
- How far back does the FDS calculation go?
- FDS data begins June 1996. You can pick any starting month from then to the present and see what your investment would be worth today.
- Does this include dividends?
- Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.
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