FDS monthly performance report
Monthly FDS research: returns, drawdown, relative strength, seasonality, and key stats.
FDS monthly report
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Key takeaways
- FactSet (FDS) closed August 2026 at $278.03, up 5.63% for the month and −28.25% over the trailing 12 months.
- Year-to-date, FDS is −4.19%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +12.43% versus its 200-day moving average ($247.29), a bullish technical signal.
- Over the past three years, FDS has underperformed the S&P 500 by −106.42%, with a relative strength index reading of 38.3.
- Win rate over the trailing 39 months stands at 48.7% — 19 positive months versus 20 negative months.
FactSet ended August 2026 at $278.03, posting a monthly return of +5.63%. The S&P 500 returned +3.05% over the same window, leaving relative performance at +2.59%.
The current quarter stands at +24.59% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +12.43% versus the 200-day moving average ($247.29).
Year-to-date, FDS is −4.19% against SPY +12.89%, a gap of −17.08%. The stock is currently −30.23% below its 52-week high, with maximum 3-year drawdown at −61.66%.
| Period | FDS | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.29% | −0.20% | +1.49% |
| 1 Week | −2.06% | +3.90% | −5.96% |
| 1 Month | +5.63% | +3.05% | +2.59% |
| 3 Months | +22.17% | +7.11% | +15.05% |
| 6 Months |