Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSMBX (Tributary Small/Mid Cap Fund Institutional Plus Class) | 8.38% | 12.90% | 8.59% | 4.68% | 1.26% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSMBX (Tributary Small/Mid Cap Fund Institutional Plus Class) | 04/02/2015 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 12.90 | 8.59 | 4.68 | 1.26 | NA | NA | … | … | 8.38 | -5.43 | 9.80 | 15.38 | -13.81 | 33.39 | 12.72 | -33.02 | -4.48 |
| Sharpe Ratio | NA | 0.63 | 0.32 | 0.10 | -0.01 | NA | NA | … | … | 1.08 | -0.41 | 0.38 | 0.73 | -0.63 | 2.09 | 0.34 | -0.15 | -2.27 |
| Standard Deviation(%) | NA | 15.42 | 17.44 | 18.68 | 28.95 | NA | NA | … | … | 15.80 | 20.38 | 16.08 | 16.19 | 24.13 | 15.99 | 36.35 | 78.42 | 2.63 |
| Draw Down(%) | NA | 10.79 | 25.22 | 25.22 | 57.21 | NA | NA | … | … | 10.79 | 23.40 | 7.85 | 13.55 | 20.61 | 5.91 | 37.37 | 41.01 | 5.71 |
| Yield(%) | 0.00 | 0.63 | 0.40 | 1.31 | 0.62 | 0.42 | 0.31 | … | … | 0.00 | 0.57 | 0.15 | 0.32 | 1.55 | 4.54 | 0.26 | 0.24 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMBX (Tributary Small/Mid Cap Fund Institutional Plus Class) |
-4.97%
Jun 2019 – Jun 2022 |
-2.25%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMBX (Tributary Small/Mid Cap Fund Institutional Plus Class) |
21.85%
Mar 2020 – Mar 2023 |
15.79%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart