Nasdaq - Delayed Quote USD

Tributary Balanced Instl Plus (FOBPX)

19.76 -0.20 (-1.00%)
At close: September 6 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.20%
5y Average Return 9.08%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (Sep 5, 2024) 22.19%
Worst 1Y Total Return (Sep 5, 2024) --
Best 3Y Total Return 22.19%
Worst 3Y Total Return 3.82%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FOBPX
Category
YTD
13.10%
9.69%
1-Month
1.55%
0.91%
3-Month
4.98%
5.21%
1-Year
18.03%
27.06%
3-Year
5.43%
11.00%
5-Year
9.65%
10.26%
10-Year
7.95%
8.34%
Last Bull Market
17.01%
15.58%
Last Bear Market
-10.14%
-12.16%

Annual Total Return (%) History

Year
FOBPX
Category
2024
--
--
2023
17.80%
--
2022
-14.89%
--
2021
16.52%
--
2020
12.84%
11.72%
2019
22.02%
19.23%
2018
-2.01%
-5.76%
2017
14.22%
13.21%

2016
3.79%
7.34%
2015
1.77%
-1.93%
2014
6.06%
6.21%
2013
22.19%
16.48%
2012
9.42%
11.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.46% 3.41% -- --
2023 5.91% 5.93% -3.04% 8.29%
2022 -5.66% -10.14% -4.59% 5.22%
2021 2.93% 6.18% -0.26% 6.89%
2020 -11.85% 13.22% 5.11% 7.56%
2019 9.02% 3.45% 2.46% 5.59%
2018 -0.56% 2.54% 4.48% -8.02%
2017 4.53% 2.40% 2.42% 4.20%
2016 0.56% 1.21% 1.49% 0.49%
2015 5.26% -0.80% -5.53% 3.17%

2014 1.80% 3.84% -2.15% 2.53%
2013 6.63% 1.13% 5.74% 7.16%
2012 8.86% -2.74% 4.13% -0.76%

Rank in Category (By Total Return)

YTD 15
1-Month 76
3-Month 68
1-Year 26
3-Year 11
5-Year 16

Load Adjusted Returns

1-Year 18.03%
3-Year 5.43%
5-Year 9.65%
10-Year 7.95%

Performance & Risk

YTD Return 11.20%
5y Average Return 9.08%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Tributary Funds
Net Assets 86.36M
YTD Return 13.10%
Yield 1.39%
Morningstar Rating
Inception Date Oct 14, 2011

Fund Summary

The fund's Sub-Adviser will allocate its assets among stocks, fixed income securities, and cash equivalents. The fund will normally invest 25% to 75% of its assets in stocks and convertible securities and at least 25% of its total assets in fixed income securities. The fund may also invest in preferred stocks and warrants. The fund may invest in securities issued by companies with large, medium, or small capitalizations.

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