Nasdaq - Delayed Quote USD

Tributary Funds, Inc. - Tributary Growth Opportunities Fund (FOGRX)

10.01
0.00
(0.00%)
At close: December 28 at 8:01:13 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return -21.06%
5y Average Return 9.93%
Number of Years Up 17
Number of Years Down 6
Best 1Y Total Return (Apr 29, 2022) 37.33%
Worst 1Y Total Return (Apr 29, 2022) --
Best 3Y Total Return 37.33%
Worst 3Y Total Return -2.18%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FOGRX
Category
YTD
-21.06%
10.80%
1-Month
-10.01%
4.43%
3-Month
-5.58%
7.00%
1-Year
-18.37%
48.17%
3-Year
6.84%
21.26%
5-Year
9.93%
20.18%
10-Year
10.30%
14.07%
Last Bull Market
30.43%
27.14%
Last Bear Market
-21.98%
-21.26%

Annual Total Return (%) History

Past Quarterly Returns

Rank in Category (By Total Return)

YTD 42
1-Month 8
3-Month 32
1-Year 48
3-Year 84
5-Year 76

Load Adjusted Returns

1-Year -17.58%
3-Year 6.73%
5-Year 9.93%
10-Year 10.40%

Performance & Risk

YTD Return -21.06%
5y Average Return 9.93%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Tributary Funds
Net Assets 92.56M
YTD Return -21.06%
Yield 0.00%
Morningstar Rating
Inception Date Apr 01, 1998

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. The fund may also invest up to 35% of its assets in preferred stocks and warrants. The fund may invest in securities issued by companies with large, medium, or small capitalization.

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