FrançaisWhat if you had invested in FactSet (FDS)?
📈 See the interactive version (live chart) →
Calculator: how much would I have made?
If you had invested $1000…
| Investment | Value today | Gain |
|---|---|---|
| 1 years ago (2025) | $479 | -52% |
| 3 years ago (2023) | $573 | -43% |
| 5 years ago (2021) | $692 | -31% |
| 10 years ago (2016) | $1,415 | +42% |
| since 1996 | $51,769 | +5077% |
Performance and « what if you had invested » — year by year
| Year | Year's return | $1,000 invested at year start → worth today |
|---|---|---|
| 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%) |
📊 See the analyst analysis of FactSet →
Frequently asked questions
How much would I have made investing in FactSet?
$1000 invested in FactSet 5 years ago would be worth $692 today, and $1,415 over 10 years (price return, excluding dividends).
What was FactSet's return in recent years?
Calendar-year returns — 2024: +1%. 2025: -40%. 2026: -21%. Full breakdown in the table above.
What is FactSet's average annual return?
Over 10 years, FactSet's average annual return (CAGR) is about 4% per year, and -7%/yr over 5 years.
What was FactSet's best and worst year?
Best year: 2021 (+46%). Worst year: 2025 (-40%).
What if I had invested a different amount ($100, $5,000, $10,000) in FactSet?
It's proportional — just multiply. Over 5 years, $1,000 invested in FactSet is worth $692, so $100 would be worth a tenth, $5,000 five times more, and $10,000 ten times more. Use the calculator at the top of the page for your exact amount and chosen year.
What is JPI Invest?
JPI Invest aggregates analyst recommendations across the entire S&P 500 (plus the S&P MidCap 400), replays them against real prices and measures who predicts best — on results, not reputation. Instead of taking a price target at face value, you see each analyst's track record on each stock.
- 🏆 Analyst leaderboard by real reliability (beating their sector, not just riding the rally)
- 🎯 What to buy: 3 backtested methods over 6 years, from cautious to aggressive
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⚠️ Past performance, no predictive value and not investment advice. Prices in $, excluding dividends. Data: Yahoo Finance.