Nasdaq - Delayed Quote USD
Tributary Small/Mid Cap Institutional (FSMCX)
14.51
-0.19
(-1.29%)
As of 8:06:01 AM EDT. Market Open.
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- or mid-market capitalizations. The advisor defines small- and mid-market capitalization companies as companies with market capitalizations of up to $30 billion.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 33.09% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -14.75% |
| 5y Average Return | 13.15% |
| Rank in Category (ytd) | 39 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FSMCX | Category Average | FSMCX | Category Average | FSMCX | Category Average | |
| Alpha | -5.95 | -0.09 | -1.46 | -0.06 | -- | -0.06 |
| BETA | 1 | 0.01 | 0.94 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.35 | 0.01 | 1.35 | 0.01 | -- | 0.01 |
| R-squared | 79.24 | 0.83 | 77.28 | 0.77 | -- | 0.78 |
| Standard Deviation | 19.39 | 0.26 | 18.1 | 0.21 | -- | 0.19 |
| Sharpe Ratio | -0.02 | 0 | 0.74 | 0.01 | -- | 0.01 |
| Treynor Ratio | -2.17 | 0.08 | 13.63 | 0.1 | -- | 0.09 |
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