Nasdaq - Delayed Quote USD
Tributary Small Company Instl (FOSCX)
At close: October 25 at 8:01 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 | 33.84% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 20 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | 9.36% |
| 5y Average Return | 9.44% |
| Rank in Category (ytd) | 37 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FOSCX | Category Average | FOSCX | Category Average | FOSCX | Category Average | |
| Alpha | -2.49 | -0.09 | -4.54 | -0.06 | -3.19 | -0.06 |
| BETA | 0.96 | 0.01 | 0.98 | 0.01 | 1.01 | 0.01 |
| Mean Annual Return | 0.83 | 0.01 | 0.98 | 0.01 | 0.89 | 0.01 |
| R-squared | 68.69 | 0.83 | 70.05 | 0.77 | 69.04 | 0.78 |
| Standard Deviation | 20.31 | 0.26 | 21.19 | 0.21 | 18.52 | 0.19 |
| Sharpe Ratio | 0.31 | 0 | 0.44 | 0.01 | 0.48 | 0.01 |
| Treynor Ratio | 4.62 | 0.08 | 7.59 | 0.1 | 7.55 | 0.09 |
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