Nasdaq - Delayed Quote USD
Tributary Balanced Instl Plus (FOBPX)
18.96
+0.08
+(0.42%)
At close: 8:00:54 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 22.19% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FOBPX | Category Average | FOBPX | Category Average | FOBPX | Category Average | |
| Alpha | 1.77 | -0.01 | 2.31 | -0.01 | 1.37 | -0 |
| BETA | 0.87 | 0.01 | 0.91 | 0.01 | 0.94 | 0.01 |
| Mean Annual Return | 0.53 | 0.01 | 0.91 | 0.01 | 0.63 | 0.01 |
| R-squared | 90.59 | 0.93 | 90.44 | 0.92 | 90.07 | 0.92 |
| Standard Deviation | 11.55 | 0.13 | 11.13 | 0.1 | 9.98 | 0.09 |
| Sharpe Ratio | 0.16 | 0.01 | 0.73 | 0.01 | 0.56 | 0.01 |
| Treynor Ratio | 1.4 | 0.09 | 8.74 | 0.09 | 5.63 | 0.07 |
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