Fidus Investment Corp (FDUS) Daily/Weekly Backtest Results

Signal:                
                   
              [ What are these? | Switch to FDUS's monthly backtests ]
Fixed profit target:               -or-  
Show signal scores:       Scores:           Market sector score:       [ What are these scores? ]
Expectancy: 10.98%.   Win rate: 100%.   Sharpe Ratio: 2.425.   Maximum drawdown: -58.56% on 03 April 2020.
Mean CAGR: 135.52%. Time in market: 472 days.   Hypothetical return: $1000 would be worth $1295.76 on 01 June 2023.
Key: change_history : profitable trade change_history : breakeven trade (minimal loss after 2 years) change_history : losing trade (not profitable in a 2 year timeframe)


*Transaction costs, taxes and dividends are excluded from these calculations. Past performance may not necessarily be a reliable guide to future performance.

Calculations for Fidus Investment

Expectancy is the percentage profit or loss you would expect to make on the next purchase of this stock with an entry point at the specified signal and profit target as set above. Given a large enough sample size, a positive expectancy indicates the trading strategy is likely to be profitable.

Expectancy calculation for 4 signal(s) occurring before 05 August 2024 for a 7.5% profit target: (100% * 10.98%) + (0% * 0%) - (0% * 0%) = 10.98%.
Wins: 4 Breakevens: 0 Losses: 0

To even out CAGR calculations, large individual returns from particularly quick trades have been capped at 300%.

The Sharpe Ratio calculation assumes a risk free return rate of 2% per calendar year. Ideally the ratio should be a positive number. A higher positive number indicates the strategy has a more attractive risk adjusted rate of return for this particular buy signal and stock over the chart's timeframe.

Fidus Investment Analysis

Market sector: Financials.

External links: Seeking Alpha Research, Zacks Research.

These links may show useful information about why a stock's price has fallen significantly.

Most Recent Buy Signals
Date Signal Type Scores Performance
Signal Sector WR Speed Risk Overall 5% 6% 7.5%
07 July 2026  bubble_chart Gap Down 56 74 100 79 71 69 schedule schedule schedule
24 June 2026  bubble_chart Oversold Rebound 46 38 100 79 71 51 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt schedule
11 May 2026  bubble_chart Gap Up 35 86 100 77 71 56 select_check_box electric_bolt select_check_box electric_bolt schedule
06 May 2026  bubble_chart Gap Down 35 79 100 77 71 54 schedule schedule schedule
27 March 2026  bubble_chart Super Oversold (26) 69 76 100 76 71 77 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
26 March 2026  bubble_chart 50 Day Low 66 80 100 76 71 77 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
26 March 2026  bubble_chart 26 Week Low 64 80 100 76 71 75 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
20 March 2026  bubble_chart Super Oversold (26) 72 77 100 76 73 80 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
20 March 2026  bubble_chart Williams %R (Weekly) 63 77 100 76 73 74 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
13 March 2026  bubble_chart Super Oversold (26) 67 77 100 76 75 76 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt

52 Week Low Backtest Summary (Fixed Profits System)

This table summarises how profitable it would have been to have bought this stock at each 52 week low entry signal. Hover over the icons to see more details of the particular trade, including the maximum percentage drawdown and how long it took to reach the desired percentage profit.

Key:   disabled_by_default = profit point not achieved. select_check_box = profit point achieved with CAGR above 15%.
select_check_box = profit point achieved with CAGR of between 5% and 15%. select_check_box = profit point achieved but CAGR was less than 5%.

Date Buy Signal Price Scores Performance (mouseover for details)
Signal Sector WR Speed Risk Overall 5% 6% 7.5% 10% 20%
12 March 2026  bubble_chart 52 Week Low $ 17.79 67 77 100 76 75 77 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt schedule
07 April 2025  bubble_chart 52 Week Low $ 17.92 80 92 100 65 78 88 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt
01 May 2023  bubble_chart 52 Week Low $ 16.68 50 68 100 66 88 62 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt
02 April 2020 52 Week Low $ 5.38 90 95 100 53 85 92 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt
28 February 2020 52 Week Low $ 12.38 58 81 100 56 73 70 select_check_box select_check_box select_check_box select_check_box select_check_box
02 February 2018 52 Week Low $ 10.80 55 80 select_check_box select_check_box select_check_box select_check_box select_check_box

 

The data for Fidus Investment Corp (exchange: XNAS symbol: FDUS) was last updated 13 Aug 2026 08:56. Data for this stock is available from 01 Apr 2016 - 12 Aug 2026.