Performance of FDUS Fidus Investment | 22.9% in 12m
Compare FDUS with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?
Compare Fidus Investment with its related Sector/Index XLF
Performance Duell FDUS vs XLF
| TimeFrame | FDUS | XLF |
|---|---|---|
| 1 Day | 0.00% | 0.73% |
| 1 Week | -1.15% | 1.58% |
| 1 Month | 0.61% | 7.05% |
| 3 Months | 3.79% | 7.62% |
| 6 Months | 9.82% | 22.42% |
| 12 Months | 22.9% | 33.07% |
| YTD | 4.27% | 12.95% |
| Rel. Perf. 1m | -0.53 | |
| Rel. Perf. 3m | -0.87 | |
| Rel. Perf. 6m | -1.17 | |
| Rel. Perf. 12m | -0.77 |
Is Fidus Investment a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Fidus Investment is currently (May 2024)
neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 11.83 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FDUS as of May 2024 is 20.32. This means that FDUS is currently overvalued and has a potential downside of 2.68% (Sold with Premium).
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FDUS as of May 2024 is 20.32. This means that FDUS is currently overvalued and has a potential downside of 2.68% (Sold with Premium).
Is FDUS a buy, sell or hold?
- Strong Buy: 2
- Buy: 1
- Hold: 3
- Sell: 0
- Strong Sell: 0
Values above 0%: FDUS is performing better - Values below 0%: FDUS is underperforming
Compare FDUS with Broad Market Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.80% | -5.16% | -8.47% | -6.44% |
| US NASDAQ 100 | QQQ | -3.34% | -5.48% | -7.65% | -14.44% |
| US Dow Jones Industrial 30 | DIA | -2.51% | -5.56% | -5.65% | 0.89% |
| German DAX 40 | DBXD | -0.75% | -4.36% | -7.17% | 6.14% |
| UK FTSE 100 | ISFU | -2.65% | -9.19% | -7.04% | 7.54% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.26% | -3.91% | 6.49% | 30.58% |
| Hongkong Hang Seng | HSI | -4.88% | -22.67% | 4.78% | 28.27% |
| Japan Nikkei 225 | EXX7 | -1.52% | 1.11% | -1.67% | 11.10% |
| India NIFTY 50 | INDA | -4.26% | -3.31% | -7.76% | -5.81% |
| Brasil Bovespa | EWZ | -1.59% | -4.63% | 11.65% | 10.58% |
FDUS Fidus Investment vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.15% | -2.70% | -8.69% | -14.57% |
| Consumer Discretionary | XLY | -1.49% | -3.09% | 2.48% | 3.24% |
| Consumer Staples | XLP | -1.91% | -5.97% | -4.42% | 17.33% |
| Energy | XLE | -2.35% | -0.27% | -4.30% | -2.31% |
| Financial | XLF | -2.73% | -6.44% | -12.60% | -10.16% |
| Health Care | XLV | -3.04% | -5.07% | -5.19% | 9.41% |
| Industrial | XLI | -0.87% | -2.87% | -9.87% | -5.42% |
| Materials | XLB | -1.49% | -2.93% | -6.20% | 2.29% |
| Real Estate | XLRE | -3.66% | -7.87% | 0.18% | 12.93% |
| Technology | XLK | -4.21% | -5.91% | -6.50% | -15.40% |
| Utilities | XLU | -2.65% | -12.28% | -8.38% | 10.23% |
| Aerospace & Defense | XAR | -1.92% | -7.85% | -5.72% | -1.24% |
| Biotech | XBI | -4.60% | -7.10% | -15.69% | 16.54% |
| Homebuilder | XHB | -0.83% | -5.73% | -20.69% | -27.94% |
| Retail | XRT | -3.23% | -6.85% | -11.02% | -2.28% |
Does Fidus Investment outperform its market, is FDUS a Sector Leader?
No, over the last 12 months Fidus Investment (FDUS) made 22.91%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 33.07%.
Over the last 3 months FDUS made 3.79%, while XLF made 7.62%.
No, over the last 12 months Fidus Investment (FDUS) made 22.91%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 33.07%.
Over the last 3 months FDUS made 3.79%, while XLF made 7.62%.
| Period | FDUS | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 0.61% | 7.05% | 5.77% |
| 3 Months | 3.79% | 7.62% | 6.32% |
| 12 Months | 22.91% | 33.07% | 29.35% |