FDS monthly performance report
Explore FDS's monthly returns, drawdown, and seasonality trends — updated every month.
FDS monthly report
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Key takeaways
- FactSet (FDS) closed November 2026 at $332.69, up 0.95% for the month and +19.70% over the trailing 12 months.
- Year-to-date, FDS is +14.65%, outperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +31.42% versus its 200-day moving average ($253.16), a bullish technical signal.
- Over the past three years, FDS has underperformed the S&P 500 by −98.01%, with a relative strength index reading of 42.8.
- Win rate over the trailing 39 months stands at 46.2% — 18 positive months versus 21 negative months.
FactSet ended November 2026 at $332.69, posting a monthly return of +0.95%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +1.13%.
The current quarter stands at +23.24% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +31.42% versus the 200-day moving average ($253.16).
Year-to-date, FDS is +14.65% against SPY +10.62%, a gap of +4.02%. The stock is currently −4.40% below its 52-week high, with maximum 3-year drawdown at −61.66%.
| Period | FDS | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.30% | −0.36% | +0.66% |
| 1 Week | +1.46% | +2.59% | −1.13% |
| 1 Month | +0.95% | −0.18% | +1.13% |
| 3 Months | +20.21% | −2.37% | +22.58% |
| 6 Months | +66.46% | +0.83% | +65.63% |
| YTD | +14.65% | +10.62% | +4.02% |
| 12 Months | +19.70% | +12.25% | +7.45% |
| 3 Years | −26.63% | +71.37% | −98.01% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2026 | +22.09% |
| #2 | Aug 2026 | +19.13% |
| #3 | Jul 2026 | +14.39% |
| #4 | Sep 2024 | +8.75% |
| #5 | Nov 2024 | +8.06% |
| Rank | Month | Return |
|---|---|---|
| #1 | Sep 2025 | −23.26% |
| #2 | Feb 2026 | −14.76% |
| #3 | Sep 2026 | −13.91% |
| #4 | Jan 2026 | −12.35% |
| #5 | Jul 2025 | −9.92% |
| Quarter | Return |
|---|---|
| Q3 2025 | −35.95% |
| Q4 2025 | +1.29% |
| Q1 2026 | −25.22% |
| Q2 2026 | +6.03% |
| Q3 2026 | +17.33% |
| Q4 2026 (QTD) | +23.24% |
| Year | Return |
|---|---|
| 2023 | +18.90% |
| 2024 | +0.68% |
| 2025 | −39.58% |
| 2026 | +14.65% |
| Metric | Value |
|---|---|
| 52-Week High | $348.00 (2026-11-05) |
| 52-Week Low | $185.00 (2026-02-17) |
| Current Price | $332.69 |
| 200-Day Moving Average | $253.16 |
| Price vs 200DMA | +31.42% |
| 3-Year Maximum Drawdown | −61.66% (2026-02-17) |
| Current Drawdown from 52W High | −4.40% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 42.8 |
| 3-Year Excess Return vs S&P 500 | −98.01% |
| RS Peak | 100.1 (Nov 2023) |
| RS Trough | 25.9 (May 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was FDS's return for this report period?
FDS returned +0.95% in the latest monthly window ending 2026-11-13.
Has FDS outperformed SPY year to date?
YTD FDS: +14.65% vs SPY: +10.62%.
What is FDS's 12-month return?
+19.70% over the trailing 12 months.
Is FDS above or below its 200-day moving average?
Price is +31.42% versus 200DMA ($253.16).
What is the maximum drawdown in the 3-year window?
−61.66% on 2026-02-17.