FactSet Research Systems (FDS) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in FactSet Research Systems (FDS) ten years ago, at the end of Oct 2016, was worth $23,748 at the end of Oct 2026 with every dividend reinvested: 9.0% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $73,565 reinvested (11.2% a year), or $67,172 taking the dividends as cash, $8,004 of it paid out along the way.
FDS became
$73,565
S&P 500: $72,756
Return a year
11.2%
S&P 500: 11.1%
Payouts reinvested
$9,243
bought more shares
Worst drop
-55.1%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | FDS total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +15.1% | $775 | +11.7% |
| 2025 | −38.9% | $949 | +17.7% |
| 2024 | +1.6% | $894 | +24.9% |
| 2023 | +20.0% | $826 | +26.2% |
| 2022 | −16.7% | $755 | −18.2% |
| 2021 | +47.5% | $693 | +28.7% |
| 2020 | +25.1% | $634 | +18.3% |
| 2019 | +35.5% | $584 | +31.2% |
| 2018 | +5.0% | $512 | −4.6% |
| 2017 | +19.4% | $445 | +21.7% |
| 2016 | +1.8% | $392 | +12.0% |
| 2015 | +16.7% | $342 | +1.2% |
| 2014 | +31.3% | $299 | +13.5% |
| 2013 | +24.9% | $264 | +32.3% |
| 2012 | +2.2% | $230 | +16.0% |
| 2011 | −5.9% | $209 | +1.9% |
| 2010 | +44.1% | $169 | +15.1% |
| 2009 | +51.1% | $143 | +26.4% |
| 2008 | −19.5% | $125 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: FDS total return
Data as of · Source: SmarterDividends data
- $10,000 invested in FactSet Research Systems (FDS) at the end of Dec 2007, with dividends reinvested, was worth $73,565 at the end of Oct 2026: 11.2% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, FDS turned $10,000 into $23,748 with dividends reinvested, 9.0% a year.
- Over the 5 years to Oct 2026, FDS returned -4.8% a year with dividends reinvested (S&P 500: 12.0%).
- Taking FDS's dividends as cash instead of reinvesting them, the same $10,000 ended at $67,172, including $8,004 of cash received; reinvesting added $6,392.
- FDS's best calendar year in that time was 2009 (51.1%) and its worst 2025 (-38.9%), with dividends reinvested.
Cite this page
SmarterDividends, "FactSet Research Systems (FDS) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/FDS/total-return
FDS total return questions
If I invested $10,000 in FDS 10 years ago, how much would I have?
About $23,748 at the end of Oct 2026, with every dividend reinvested: 9.0% a year. Taking them as cash, you'd have shares worth $21,301 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is FDS's total return since Dec 2007?
636% in total, or 11.2% a year, through Oct 2026 with dividends reinvested. The share price alone rose 492%.
How much of FDS's return came from dividends?
About 11% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $6,392 better off on a $10,000 start.
What was FDS's worst year?
2025, at -38.9% with dividends reinvested (S&P 500: 17.7%). Its deepest fall from a peak, on month-end values, was -55.1%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.