Nasdaq - Delayed Quote
USD
Tributary Small Company Instl Plus (FOSBX)
34.39
+0.34
(+1.00%)
At close: 8:01:40 PM EST
Fund Summary
Under normal market conditions, the Advisor intends to invest at least 80% of its assets in common stocks and securities that can be converted into common stocks, such as convertible bonds, convertible preferred stocks, options, and rights, of companies with small market capitalization.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 34.13% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 23.95% |
| 5y Average Return | 7.31% |
| Rank in Category (ytd) | 5 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
FOSBX | Category Average | FOSBX | Category Average | FOSBX | Category Average |
|
Alpha
|
-8.4 | -0.09 | -3.57 | -0.06 | -5.09 | -0.06 |
|
BETA
|
1.08 | 0.01 | 1 | 0.01 | 1.03 | 0.01 |
|
Mean Annual Return
|
1.17 | 0.01 | 0.8 | 0.01 | 0.87 | 0.01 |
|
R-squared
|
53.96 | 0.83 | 66.72 | 0.77 | 71.77 | 0.78 |
|
Standard Deviation
|
18.87 | 0.26 | 19.39 | 0.21 | 19.3 | 0.19 |
|
Sharpe Ratio
|
0.51 | 0 | 0.29 | 0.01 | 0.41 | 0.01 |
|
Treynor Ratio
|
7.84 | 0.08 | 4.03 | 0.1 | 6.1 | 0.09 |
