Seasonal Evaluation for FactSet Research Systems Inc. (FDS)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 60.00% | 55.00% | 75.00% | 60.00% |
| Median Return | 3.46% | 1.43% | 3.21% | 1.06% |
| Average Return | 7.58% | 6.67% | 4.66% | 4.76% |
| Maximum Gain | 24.05% | 26.01% | 32.83% | 23.11% |
| Gain Year | 2019 | 2020 | 2009 | 2021 |
| Maximum Loss | -10.67% | -11.42% | -35.95% | -18.75% |
| Loss Year | 2022 | 2022 | 2025 | 2007 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 60.00% | 65.00% | 57.50% | 67.50% |
| Median Return | 1.51% | 2.38% | 2.77% | 1.84% |
| Average Return | 6.01% | 5.42% | 7.13% | 4.71% |
| Maximum Gain | 24.05% | 32.83% | 26.01% | 32.83% |
| Gain Year | 2019 | 2009 | 2020 | 2009 |
| Maximum Loss | -18.75% | -35.95% | -11.42% | -35.95% |
| Loss Year | 2007 | 2025 | 2022 | 2025 |
| Based on the past 20 years (2006-2025) | ||||