Nasdaq - Delayed Quote USD
Tributary Small Company Instl Plus (FOSBX)
29.05
+0.21
+(0.73%)
At close: May 16 at 8:00:54 PM EDT
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. A company's market capitalization is generally considered "small" if it is less than $6 billion.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 34.13% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -5.22% |
| 5y Average Return | 16.25% |
| Rank in Category (ytd) | 82 |
| % 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 | -7.84 | -0.09 | -2.27 | -0.06 | -4.7 | -0.06 |
| BETA | 1.08 | 0.01 | 0.98 | 0.01 | 1.04 | 0.01 |
| Mean Annual Return | 0.47 | 0.01 | 1.11 | 0.01 | 0.71 | 0.01 |
| R-squared | 69.48 | 0.83 | 65.77 | 0.77 | 70.89 | 0.78 |
| Standard Deviation | 21.21 | 0.26 | 19.43 | 0.21 | 18.89 | 0.19 |
| Sharpe Ratio | 0.05 | 0 | 0.54 | 0.01 | 0.35 | 0.01 |
| Treynor Ratio | -1.03 | 0.08 | 9.48 | 0.1 | 4.78 | 0.09 |
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