FDUS vs SHBI
Comparison between Fidus Investment Corp (FDUS, Company) and Shore Bancshares Inc (SHBI, Company).
Both FDUS and SHBI are from the Financial Services sector.
5-Year PerformanceFDUS has outperformed SHBI, delivering a return of +17.3% compared to +10.0%
FDUS vs SHBI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FDUS vs SHBI - Historical Returns
Returns include dividend reinvestment.
FDUS vs SHBI - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | FDUS | SHBI |
|---|---|---|
| 2026 | +12.78% | +37.51% |
| 2025 | +0.79% | +16.69% |
| 2024 | +20.97% | +16.77% |
| 2023 | +18.93% | -14.89% |
| 2022 | +16.13% | -14.44% |
| 2021 | +54.52% | +51.45% |
| 2020 | +0.81% | -10.62% |
| 2019 | +38.22% | +18.92% |
| 2018 | -15.78% | -10.43% |
| 2017 | +3.59% | +9.29% |
| 2016 | +24.51% | +42.83% |
| 2015 | +2.90% | +17.24% |
| 2014 | -22.99% | +2.54% |
| 2013 | +44.85% | +74.79% |
| 2012 | +41.01% | +6.29% |
| 2011 | -9.19% | -51.47% |
| 2010 | N/A | -26.03% |
| 2009 | N/A | -37.72% |
| 2008 | N/A | +10.01% |
| 2007 | N/A | -25.31% |
| 2006 | N/A | +49.23% |
| 2005 | N/A | -9.20% |
| 2004 | N/A | -0.21% |
| 2003 | N/A | +64.40% |
| 2002 | N/A | +34.07% |
| 2001 | N/A | +18.87% |
FDUS vs SHBI Drawdown Comparison
The maximum drawdown for FDUS was -68.51%, occurring on Mar 18, 2020. Recovery took 248 trading sessions.
The maximum drawdown for SHBI was -85.58%, occurring on Sep 20, 2011. Recovery took 4884 trading sessions.
| Rank | FDUS | SHBI |
|---|---|---|
| #1 | -68.51% Dec 4, 2019 - Nov 27, 2020 | -85.58% Dec 26, 2006 - May 28, 2026 |
| #2 | -34.63% Dec 27, 2013 - Nov 25, 2016 | -40.79% Nov 26, 2003 - May 15, 2006 |
| #3 | -23.93% Feb 14, 2025 - Jul 6, 2026 | -17.95% Apr 4, 2003 - Aug 29, 2003 |
| #4 | -23.45% Apr 19, 2017 - Feb 20, 2019 | -14.85% Jun 29, 2006 - Oct 17, 2006 |
| #5 | -22.67% Jun 21, 2011 - Feb 13, 2012 | -14.85% Aug 15, 2001 - Feb 8, 2002 |
| #6 | -18.89% Apr 25, 2022 - Aug 15, 2022 | -13.53% Sep 19, 2003 - Oct 7, 2003 |
| #7 | -16.33% Aug 16, 2022 - Nov 7, 2022 | -11.27% May 29, 2002 - Sep 16, 2002 |
| #8 | -14.36% Oct 1, 2012 - Nov 30, 2012 | -9.37% Nov 14, 2006 - Dec 26, 2006 |
| #9 | -12.47% Jul 31, 2023 - Dec 19, 2023 | -8.60% Oct 19, 2006 - Nov 14, 2006 |
| #10 | -11.27% Nov 26, 2013 - Dec 24, 2013 | -8.56% May 4, 2001 - Jun 29, 2001 |
| #11 | -11.27% Jul 12, 2019 - Nov 29, 2019 | -8.10% Oct 7, 2003 - Nov 6, 2003 |
| #12 | -10.42% Feb 17, 2023 - Jun 27, 2023 | -7.55% Feb 21, 2003 - Mar 19, 2003 |
| #13 | -10.15% Dec 1, 2020 - Feb 16, 2021 | -7.02% May 18, 2006 - Jun 8, 2006 |
| #14 | -9.77% Mar 28, 2013 - Jun 3, 2013 | -6.44% May 24, 2002 - May 29, 2002 |
| #15 | -7.77% May 7, 2021 - Jun 7, 2021 | -6.38% Nov 13, 2003 - Nov 25, 2003 |
Correlation
Correlation between FDUS and SHBI is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2001 - 2026)
FDUS vs SHBI dividend yield comparison.
| Year | FDUS | SHBI |
|---|---|---|
| 2026 | 5.51% | 1.10% |
| 2025 | 11.14% | 2.71% |
| 2024 | 11.51% | 3.03% |
| 2023 | 14.63% | 3.37% |
| 2022 | 10.51% | 2.75% |
| 2021 | 8.90% | 2.30% |
| 2020 | 10.15% | 3.29% |
| 2019 | 10.78% | 2.42% |
| 2018 | 13.69% | 2.20% |
| 2017 | 10.54% | 1.32% |
| 2016 | 10.17% | 0.92% |
| 2015 | 11.69% | 0.37% |
| 2014 | 11.58% | 0.00% |
| 2013 | 8.92% | 0.00% |
| 2012 | 8.88% | 0.19% |
| 2011 | 4.93% | 1.75% |
| 2010 | 0.00% | 2.28% |
| 2009 | 0.00% | 4.41% |
| 2008 | 0.00% | 2.67% |
| 2007 | 0.00% | 2.92% |
| 2006 | 0.00% | 1.95% |
| 2005 | 0.00% | 2.52% |
| 2004 | 0.00% | 1.98% |
| 2003 | 0.00% | 1.73% |
| 2002 | 0.00% | 2.56% |
| 2001 | 0.00% | 2.50% |
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