FactSet (FDS) Historical Monthly & Quarterly Returns
Dividend-adjusted returns by month and quarter. Compare performance across years.
FactSet
FDS
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 12.3% | 14.3% | +0.1% | +7.1% | — | — | — | — | — | — | — | — |
| 2025 | 1.2% | 2.4% | 1.5% | 4.9% | +6.3% | 2.4% | 9.9% | 7.1% | 23.3% | 6.9% | +4.3% | +4.7% |
| 2024 | 0.2% | 2.6% | 1.8% | 8.3% | 2.8% | +1.0% | +1.2% | +2.6% | +8.8% | 1.3% | +8.3% | 2.1% |
| 2023 | +5.4% | 1.8% | +0.1% | 0.8% | 6.3% | +4.1% | +8.6% | +0.5% | +0.2% | 1.2% | +5.2% | +5.2% |
| 2022 | 13.2% | 3.5% | +6.9% | 7.1% | 5.2% | +0.7% | +11.7% | +1.1% | 7.7% | +6.3% | +8.6% | 13.0% |
| 2021 | 9.1% | +0.8% | +1.5% | +9.0% | 0.3% | +0.4% | +6.5% | +6.7% | +3.8% | +12.4% | +5.8% | +3.7% |
| 2020 | +6.6% | 6.8% | 2.0% | +5.5% | +12.1% | +6.8% | +5.4% | +1.4% | 4.4% | 8.5% | +9.2% | 0.4% |
| 2019 | +9.2% | +7.9% | +5.6% | +11.1% | +1.1% | +3.0% | 3.2% | 1.6% | 10.7% | +4.3% | +2.7% | +3.3% |
| 2018 | +4.1% | +1.5% | 1.9% | 5.2% | +6.6% | 1.4% | +1.6% | +14.2% | 2.5% | +0.0% | +5.1% | 14.7% |
| 2017 | +5.9% | +3.1% | 7.3% | 1.0% | +1.8% | +0.3% | +0.6% | 5.7% | +14.6% | +5.4% | +5.6% | 3.6% |
| 2016 | 7.3% | +0.2% | +0.7% | 0.5% | +5.8% | +1.5% | +6.5% | +3.8% | 8.9% | 4.6% | +3.9% | +2.0% |
| 2015 | +2.0% | +8.6% | +2.3% | 1.1% | +5.2% | 1.6% | +1.9% | 4.4% | +1.2% | +9.6% | 2.9% | 4.1% |
| 2014 | 2.6% | 0.1% | +2.4% | 1.2% | +1.0% | +12.3% | 0.1% | +6.4% | 4.6% | +8.2% | +4.6% | +2.7% |
| 2013 | +5.1% | +5.5% | 4.8% | +1.6% | +4.8% | +3.8% | +7.1% | 5.9% | +6.6% | 0.1% | +4.0% | 3.9% |
| 2012 | +1.2% | 0.7% | +13.3% | +5.9% | +0.8% | 11.9% | +0.0% | 0.4% | +4.5% | 6.1% | +2.4% | 4.7% |
| 2011 | +7.5% | +4.3% | 0.1% | +4.5% | +1.6% | 7.7% | 10.0% | 4.2% | +1.2% | +11.7% | 5.9% | 6.4% |
| 2010 | 4.4% | +5.4% | +10.8% | +2.5% | 9.2% | 1.6% | +11.9% | 1.6% | +10.3% | +8.2% | +1.3% | +5.7% |
| 2009 | 10.0% | 2.7% | +29.7% | +7.2% | 0.9% | 5.7% | +13.7% | 2.6% | +20.3% | 3.3% | +13.3% | 8.9% |
| 2008 | +0.6% | 5.8% | +2.3% | +11.4% | +8.1% | 12.9% | +2.3% | +9.0% | 16.7% | 25.8% | +3.6% | +10.6% |
| 2007 | +2.8% | +4.9% | +3.3% | 2.1% | +4.0% | +7.1% | 3.4% | 9.0% | +14.4% | +2.9% | 10.9% | 11.1% |
| 2006 | 3.1% | 1.7% | +13.3% | 0.4% | +1.9% | +5.3% | 7.2% | +0.6% | +10.1% | +4.8% | +4.0% | +6.8% |
| 2005 | 8.6% | 7.2% | +0.1% | 15.9% | +15.5% | +12.0% | +2.3% | 4.5% | +0.7% | 0.5% | +10.5% | +6.3% |
| 2004 | 0.3% | 3.1% | +15.6% | 6.5% | +10.0% | +8.1% | 8.7% | +3.4% | +8.2% | +3.4% | +3.8% | +13.3% |
| 2003 | 3.8% | 5.7% | +26.8% | +7.2% | +10.8% | +14.4% | +4.4% | +5.7% | 8.6% | 1.6% | 4.9% | 7.8% |
| 2002 | +10.7% | 11.4% | +17.8% | 13.7% | 6.2% | 8.6% | 12.5% | 4.6% | +7.1% | +3.0% | +13.1% | 8.5% |
| 2001 | +1.0% | 16.6% | 3.2% | +17.6% | +13.1% | 11.0% | 7.1% | 23.4% | 4.3% | +2.0% | +21.3% | +16.6% |
| 2000 | 15.9% | 10.0% | 10.2% | +6.3% | 10.3% | +9.6% | +15.5% | +4.9% | +10.0% | +0.7% | 15.2% | +15.5% |
| 1999 | +19.8% | 15.4% | +3.7% | +7.7% | 8.2% | +32.5% | 11.9% | 7.1% | +22.8% | +17.0% | 6.7% | +28.4% |
| 1998 | 8.9% | +6.7% | +19.7% | 2.1% | 7.3% | +0.2% | +13.3% | 12.4% | 1.8% | 5.2% | +35.3% | +51.9% |
| 1997 | 1.9% | 11.9% | +7.1% | +4.2% | 3.7% | +25.7% | +12.1% | +0.0% | +9.3% | 11.1% | 5.5% | +21.7% |
| 1996 | — | — | — | — | — | +0.0% | +0.0% | +1.2% | 5.5% | +25.3% | 1.9% | 10.7% |
| Avg | 0.7% | 2.5% | +5.0% | +1.3% | +1.7% | +2.8% | +1.8% | 1.1% | +1.8% | +1.6% | +4.1% | +3.3% |
| Median | 0.3% | 2.1% | +2.3% | +0.6% | +1.6% | +0.9% | +1.8% | 0.2% | +1.2% | +1.4% | +4.0% | +2.4% |
| Win % | 47% | 37% | 70% | 50% | 62% | 63% | 63% | 47% | 60% | 57% | 73% | 53% |
2026
Jan12.3%
Feb14.3%
Mar+0.1%
Apr+7.1%
May—
Jun—
Jul—
Aug—
Sep—
Oct—
Nov—
Dec—
2025
Jan1.2%
Feb2.4%
Mar1.5%
Apr4.9%
May+6.3%
Jun2.4%
Jul9.9%
Aug7.1%
Sep23.3%
Oct6.9%
Nov+4.3%
Dec+4.7%
2024
Jan0.2%
Feb2.6%
Mar1.8%
Apr8.3%
May2.8%
Jun+1.0%
Jul+1.2%
Aug+2.6%
Sep+8.8%
Oct1.3%
Nov+8.3%
Dec2.1%
2023
Jan+5.4%
Feb1.8%
Mar+0.1%
Apr0.8%
May6.3%
Jun+4.1%
Jul+8.6%
Aug+0.5%
Sep+0.2%
Oct1.2%
Nov+5.2%
Dec+5.2%
2022
Jan13.2%
Feb3.5%
Mar+6.9%
Apr7.1%
May5.2%
Jun+0.7%
Jul+11.7%
Aug+1.1%
Sep7.7%
Oct+6.3%
Nov+8.6%
Dec13.0%
2021
Jan9.1%
Feb+0.8%
Mar+1.5%
Apr+9.0%
May0.3%
Jun+0.4%
Jul+6.5%
Aug+6.7%
Sep+3.8%
Oct+12.4%
Nov+5.8%
Dec+3.7%
2020
Jan+6.6%
Feb6.8%
Mar2.0%
Apr+5.5%
May+12.1%
Jun+6.8%
Jul+5.4%
Aug+1.4%
Sep4.4%
Oct8.5%
Nov+9.2%
Dec0.4%
2019
Jan+9.2%
Feb+7.9%
Mar+5.6%
Apr+11.1%
May+1.1%
Jun+3.0%
Jul3.2%
Aug1.6%
Sep10.7%
Oct+4.3%
Nov+2.7%
Dec+3.3%
2018
Jan+4.1%
Feb+1.5%
Mar1.9%
Apr5.2%
May+6.6%
Jun1.4%
Jul+1.6%
Aug+14.2%
Sep2.5%
Oct+0.0%
Nov+5.1%
Dec14.7%
2017
Jan+5.9%
Feb+3.1%
Mar7.3%
Apr1.0%
May+1.8%
Jun+0.3%
Jul+0.6%
Aug5.7%
Sep+14.6%
Oct+5.4%
Nov+5.6%
Dec3.6%
2016
Jan7.3%
Feb+0.2%
Mar+0.7%
Apr0.5%
May+5.8%
Jun+1.5%
Jul+6.5%
Aug+3.8%
Sep8.9%
Oct4.6%
Nov+3.9%
Dec+2.0%
2015
Jan+2.0%
Feb+8.6%
Mar+2.3%
Apr1.1%
May+5.2%
Jun1.6%
Jul+1.9%
Aug4.4%
Sep+1.2%
Oct+9.6%
Nov2.9%
Dec4.1%
2014
Jan2.6%
Feb0.1%
Mar+2.4%
Apr1.2%
May+1.0%
Jun+12.3%
Jul0.1%
Aug+6.4%
Sep4.6%
Oct+8.2%
Nov+4.6%
Dec+2.7%
2013
Jan+5.1%
Feb+5.5%
Mar4.8%
Apr+1.6%
May+4.8%
Jun+3.8%
Jul+7.1%
Aug5.9%
Sep+6.6%
Oct0.1%
Nov+4.0%
Dec3.9%
2012
Jan+1.2%
Feb0.7%
Mar+13.3%
Apr+5.9%
May+0.8%
Jun11.9%
Jul+0.0%
Aug0.4%
Sep+4.5%
Oct6.1%
Nov+2.4%
Dec4.7%
2011
Jan+7.5%
Feb+4.3%
Mar0.1%
Apr+4.5%
May+1.6%
Jun7.7%
Jul10.0%
Aug4.2%
Sep+1.2%
Oct+11.7%
Nov5.9%
Dec6.4%
2010
Jan4.4%
Feb+5.4%
Mar+10.8%
Apr+2.5%
May9.2%
Jun1.6%
Jul+11.9%
Aug1.6%
Sep+10.3%
Oct+8.2%
Nov+1.3%
Dec+5.7%
2009
Jan10.0%
Feb2.7%
Mar+29.7%
Apr+7.2%
May0.9%
Jun5.7%
Jul+13.7%
Aug2.6%
Sep+20.3%
Oct3.3%
Nov+13.3%
Dec8.9%
2008
Jan+0.6%
Feb5.8%
Mar+2.3%
Apr+11.4%
May+8.1%
Jun12.9%
Jul+2.3%
Aug+9.0%
Sep16.7%
Oct25.8%
Nov+3.6%
Dec+10.6%
2007
Jan+2.8%
Feb+4.9%
Mar+3.3%
Apr2.1%
May+4.0%
Jun+7.1%
Jul3.4%
Aug9.0%
Sep+14.4%
Oct+2.9%
Nov10.9%
Dec11.1%
2006
Jan3.1%
Feb1.7%
Mar+13.3%
Apr0.4%
May+1.9%
Jun+5.3%
Jul7.2%
Aug+0.6%
Sep+10.1%
Oct+4.8%
Nov+4.0%
Dec+6.8%
2005
Jan8.6%
Feb7.2%
Mar+0.1%
Apr15.9%
May+15.5%
Jun+12.0%
Jul+2.3%
Aug4.5%
Sep+0.7%
Oct0.5%
Nov+10.5%
Dec+6.3%
2004
Jan0.3%
Feb3.1%
Mar+15.6%
Apr6.5%
May+10.0%
Jun+8.1%
Jul8.7%
Aug+3.4%
Sep+8.2%
Oct+3.4%
Nov+3.8%
Dec+13.3%
2003
Jan3.8%
Feb5.7%
Mar+26.8%
Apr+7.2%
May+10.8%
Jun+14.4%
Jul+4.4%
Aug+5.7%
Sep8.6%
Oct1.6%
Nov4.9%
Dec7.8%
2002
Jan+10.7%
Feb11.4%
Mar+17.8%
Apr13.7%
May6.2%
Jun8.6%
Jul12.5%
Aug4.6%
Sep+7.1%
Oct+3.0%
Nov+13.1%
Dec8.5%
2001
Jan+1.0%
Feb16.6%
Mar3.2%
Apr+17.6%
May+13.1%
Jun11.0%
Jul7.1%
Aug23.4%
Sep4.3%
Oct+2.0%
Nov+21.3%
Dec+16.6%
2000
Jan15.9%
Feb10.0%
Mar10.2%
Apr+6.3%
May10.3%
Jun+9.6%
Jul+15.5%
Aug+4.9%
Sep+10.0%
Oct+0.7%
Nov15.2%
Dec+15.5%
1999
Jan+19.8%
Feb15.4%
Mar+3.7%
Apr+7.7%
May8.2%
Jun+32.5%
Jul11.9%
Aug7.1%
Sep+22.8%
Oct+17.0%
Nov6.7%
Dec+28.4%
1998
Jan8.9%
Feb+6.7%
Mar+19.7%
Apr2.1%
May7.3%
Jun+0.2%
Jul+13.3%
Aug12.4%
Sep1.8%
Oct5.2%
Nov+35.3%
Dec+51.9%
1997
Jan1.9%
Feb11.9%
Mar+7.1%
Apr+4.2%
May3.7%
Jun+25.7%
Jul+12.1%
Aug+0.0%
Sep+9.3%
Oct11.1%
Nov5.5%
Dec+21.7%
1996
Jan—
Feb—
Mar—
Apr—
May—
Jun+0.0%
Jul+0.0%
Aug+1.2%
Sep5.5%
Oct+25.3%
Nov1.9%
Dec10.7%
Avg
Jan0.7%
Feb2.5%
Mar+5.0%
Apr+1.3%
May+1.7%
Jun+2.8%
Jul+1.8%
Aug1.1%
Sep+1.8%
Oct+1.6%
Nov+4.1%
Dec+3.3%
Median
Jan0.3%
Feb2.1%
Mar+2.3%
Apr+0.6%
May+1.6%
Jun+0.9%
Jul+1.8%
Aug0.2%
Sep+1.2%
Oct+1.4%
Nov+4.0%
Dec+2.4%
Win %
Jan47%
Feb37%
Mar70%
Apr50%
May62%
Jun63%
Jul63%
Aug47%
Sep60%
Oct57%
Nov73%
Dec53%
Frequently asked questions
What is the best performing month for FactSet (FDS) stock?
- Historically, March is the best performing month for FactSet (FDS) stock with an average return of +5.01%.
What is the worst performing month for FactSet (FDS) stock?
- Historically, February is the worst performing month for FactSet (FDS) stock with an average return of 2.50%.
What is the best performing quarter for FactSet (FDS) stock?
- Historically, Q4 is the best performing quarter for FactSet (FDS) stock with an average return of +9.20%.
What is the worst performing quarter for FactSet (FDS) stock?
- Historically, Q1 is the worst performing quarter for FactSet (FDS) stock with an average return of +1.61%.
What is the best performing year for FactSet (FDS) stock?
- Historically, 1998 is the best performing year for FactSet (FDS) stock with a return of +100.95%.
What is the worst performing year for FactSet (FDS) stock?
- Historically, 2025 is the worst performing year for FactSet (FDS) stock with a return of 38.88%.
Which month has the highest win rate for FactSet (FDS) stock?
- Historically, November has the highest win rate for FactSet (FDS) stock — positive in 73% of years.
Which month has the lowest win rate for FactSet (FDS) stock?
- Historically, February has the lowest win rate for FactSet (FDS) stock — positive in 37% of years.
Which quarter has the highest win rate for FactSet (FDS) stock?
- Historically, Q3 has the highest win rate for FactSet (FDS) stock — positive in 67% of years.
Which quarter has the lowest win rate for FactSet (FDS) stock?
- Historically, Q1 has the lowest win rate for FactSet (FDS) stock — positive in 57% of years.
Data & methodology
How are returns calculated?
- We compare the closing price at the end of each period (month or quarter) with the closing price at the end of the previous period. The return is the percentage change. All prices are adjusted for dividends and stock splits. Based on historical prices from our data provider.
What is average vs median?
- Average is the arithmetic mean of returns for each period across years. Median is the middle value. Both exclude empty cells. Use median to reduce impact of outliers.
What does the heatmap show?
- Green cells indicate positive returns, red cells indicate negative returns. The darker the color, the stronger the move. Average and Median rows summarize each column across years.
What is Win %?
- Percentage of years when the period had a positive return. For example, 80% for January means January was positive in 80% of the years in the selected range.
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FDS Overview
Company profile, financial tools, and key metrics
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FDS Revenue Counter
Earns $76.14 every second. See per minute, hour, and day.
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FDS Earnings Counter
Earns $18.64 per second net profit. See per minute, hour, and day.
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FDS Economic Scale
Exceeds Lesotho's GDP. Compare with world economies.
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FDS What If Invested
What if you had invested $1,000? See historical returns from any date.
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FDS How It Makes Money
Discover visual breakdown of $2.40B in revenue — where it comes from and where it goes.
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FDS Price Target Scenarios
Model bear, base, and bull cases with EPS growth and exit P/E — pre-filled from analysts and history.
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FDS Daily Price Character
Balanced · 51.7% historical win rate (green days). Streaks & record days.
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FDS Buybacks
7.06% TTM buyback yield. Shareholder yield & SBC comparison.
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FDS Stock Split History
3 splits on record. Dates, ratios, and cumulative multiple.
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FDS Dividend Profile
Yield: 1.89%. Safety: 7/8. See full history.
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FDS Dividend Calculator
How much dividend income would $1,000 have earned? Calculate from any date.
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FDS Dividend Forecast
Project future income with DRIP, growth assumptions, and optional monthly contributions.
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FDS Financials
Revenue, EPS, EBITDA, market cap, debt and balance sheet history with annual and quarterly data.
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