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Nasdaq USD

Tributary Balanced Instl Plus (FOBPX)

18.96
+0.08
+(0.42%)
At close: 8:00:54 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.88%
5y Average Return 8.88%
Number of Years Up 11
Number of Years Down 2
Best 1Y Total Return (Apr 29, 2025) 22.19%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 22.19%
Worst 3Y Total Return 3.82%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FOBPX
Category
YTD
-2.26%
9.69%
1-Month
-3.73%
0.91%
3-Month
-2.26%
5.21%
1-Year
4.78%
27.06%
3-Year
5.83%
11.00%
5-Year
10.77%
10.26%
10-Year
7.26%
8.34%
Last Bull Market
13.65%
15.58%
Last Bear Market
-10.14%
-12.16%

Annual Total Return (%) History

Year
FOBPX
Category
2025
--
--
2024
14.12%
--
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
2025 -2.26% -- -- --
2024 6.46% 3.41% 3.88% -0.21%
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 86
1-Month 85
3-Month 86
1-Year 60
3-Year 16
5-Year 31

Load Adjusted Returns

1-Year 4.78%
3-Year 5.83%
5-Year 10.77%
10-Year 7.26%

Performance & Risk

YTD Return -2.88%
5y Average Return 8.88%
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.87
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Tributary Funds
Net Assets 78.54M
YTD Return -2.26%
Yield 1.55%
Morningstar Rating
Inception Date Aug 06, 1996

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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