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$1,000 in FactSet Research Systems Inc. in 2017 → $1,846 today

If you'd invested $1,000 in FactSet Research Systems Inc. (FDS) on January 1, 2017, buying at the December 2016 month-end close of $163, and held to the latest close on 2026-10-16, you'd have $1,846. That's a +84.6% price return. Through September 2026, the latest month the fund has reported, the same $1,000 became $1,659 in FDS and $3,999 in an S&P 500 index fund (TSP C Fund). The fund figure includes reinvested dividends; the stock figure does not, so the comparison favors the fund.

$1,000 in 2017$1,846Price return+84.6%Multiple1.8×CAGR+6.4%

Nearby years: 2016 · 2018 · 2019 · 2020 · 2021 all years →

FAQ

How much is $1,000 invested in FDS in 2017 worth today?

$1,846 at the latest close (2026-10-16), a price return of +84.6%.

Did $1,000 in FDS in 2017 beat the market?

No. From the December 2016 month-end through September 2026, FDS trailed an S&P 500 index fund by 58.5%: the fund (the TSP C Fund, dividends included) turned the same $1,000 into $3,999, and FDS (price only) turned it into $1,659.

What does "month-end close" mean for this calculation?

It is a month's last price on IEX: the last regular-session trade on the month's final trading day. Here the buy is the December 2016 close, the price entering 2017, and the position is valued at the latest close (2026-10-16).

Is the 2017–2026 return in FDS typical?

No single year is typical. FDS's best calendar year since 2016 was 2021, at +46.2%, and its worst was 2025, at -39.7%.

Methodology

The figures use FDS's price data from January 2017 through 2026-10-16.

The entry price is the December 2016 month-end close and the exit is the latest close, both from IEX Historical Data. Price return: adjusted for stock splits, dividends not included. The market comparison uses the TSP C Fund's monthly returns, published at tsp.gov.

Buying at a month-end close misses the highs and lows inside the month, and the figures ignore taxes and fees. To try another amount, month or monthly contribution, use the FDS calculator, which also shows the best and worst entry points in your window.

Full methodology →

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Prices as of the last IEX trade on 2026-10-16. Data delayed end-of-day.