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Tributary Small Company Instl Plus (FOSBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.48+0.19 (+0.65%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.01%
5-year average return7.47%
Number of years up10
Number of years down3
Best 1-yr total return (25 Apr 2024)34.13%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return34.13%
Worst 3-yr total return3.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFOSBXCategory
YTD3.83%20.19%
1-month3.79%0.02%
3-month3.83%4.36%
1-year16.50%60.18%
3-year7.32%11.32%
5-year9.32%13.88%
10-year8.30%11.19%
Last bull market49.16%27.98%
Last bear market-10.21%-24.08%

Annual total return (%) history

Year
FOSBXCategory
2024
N/AN/A
2023
17.04%N/A
2022
-12.65%N/A
2021
32.60%N/A
2020
1.42%10.99%
2019
23.44%23.75%
2018
-10.54%-12.72%
2017
8.76%12.28%
2016
25.17%20.78%
2015
-0.47%-5.38%
2014
7.27%3.79%
2013
34.13%37.39%
2012
9.91%15.46%
2011
0.76%-4.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.83%N/AN/AN/A
20234.31%4.82%-4.78%12.41%
2022-6.05%-10.21%-4.96%8.95%
202113.85%5.35%-1.06%11.74%
2020-31.01%10.25%2.85%29.65%
201912.87%1.38%2.23%5.52%
2018-0.91%5.89%4.73%-18.59%
20172.31%1.41%2.75%2.03%
20163.16%2.41%7.74%9.97%
20153.17%-1.24%-6.38%4.35%
20143.25%1.84%-6.11%8.64%
201311.21%1.95%8.37%9.17%
201210.69%-5.38%4.08%0.82%
20116.72%0.05%-18.88%16.33%

Rank in category (by total return)

YTD77
1-month47
3-month77
1-year69
3-year11
5-year54

Load adjusted returns

1-year16.50%
3-year7.32%
5-year9.32%
10-year8.30%