Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FOLCX (Tributary Large Cap Growth Instl) | NA | 28.59% | 10.90% | 16.22% | NA | NA | NA | 4.24% |
Data as of 01/29/2014, AR inception is 07/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOLCX (Tributary Large Cap Growth Instl) | 07/05/2007 | 01/29/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.20 | 28.59 | 10.90 | 16.22 | NA | NA | NA | 4.24 | -0.56 | 37.81 | 11.72 | -10.04 | 11.13 | 34.29 | -34.38 | -4.90 |
| Sharpe Ratio | NA | 2.31 | 0.58 | 0.83 | NA | NA | NA | 0.15 | -0.64 | 3.06 | 0.79 | -0.38 | 0.65 | 1.41 | -0.99 | -0.74 |
| Standard Deviation(%) | NA | 12.39 | 18.99 | 19.52 | NA | NA | NA | 22.69 | 11.26 | 12.35 | 14.96 | 26.26 | 17.08 | 24.33 | 35.54 | 16.75 |
| Draw Down(%) | NA | 5.40 | 22.66 | 22.66 | NA | NA | NA | 50.39 | 1.67 | 5.40 | 12.45 | 22.66 | 15.13 | 22.10 | 43.01 | 9.25 |
| Yield(%) | 0.00 | 14.54 | 6.27 | 6.27 | 1.90 | 1.26 | 0.95 | 3.16 | 0.00 | 15.09 | 4.06 | 0.33 | 1.88 | 0.00 | 0.00 | 0.00 |
Data as of 01/29/2014, AR inception is 07/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOLCX (Tributary Large Cap Growth Instl) |
-6.77%
Aug 2007 - Aug 2010 |
-1.75%
Oct 2007 - Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOLCX (Tributary Large Cap Growth Instl) |
20.03%
Feb 2009 - Feb 2012 |
15.63%
Dec 2008 - Dec 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart