Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSMCX (Tributary Small/Mid Cap Fund Institutional Class) | NA | 12.66% | 18.42% | 5.42% | 9.25% | 4.55% | NA | 7.04% |
Data as of 01/31/2013, AR inception is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSMCX (Tributary Small/Mid Cap Fund Institutional Class) | 06/21/1996 | 01/31/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.66 | 18.42 | 5.42 | 9.25 | 4.55 | NA | 7.04 | 0.00 | 18.24 | 3.09 | 31.26 | 40.60 | -46.07 | 8.26 | 9.66 | 11.08 | 7.94 | 37.27 | -30.65 | -6.40 | 6.33 | 16.70 | 3.19 | 34.35 | 12.19 |
| Sharpe Ratio | NA | 0.84 | 0.83 | 0.18 | 0.34 | NA | NA | 0.09 | 0.00 | 1.20 | 0.11 | 1.38 | 1.44 | -1.14 | 0.31 | 0.41 | 0.66 | 0.46 | 1.60 | -0.92 | -0.26 | 0.06 | 0.70 | -0.01 | -0.92 | 0.94 |
| Standard Deviation(%) | NA | 15.05 | 22.82 | 28.72 | 23.76 | NA | NA | 25.88 | NA | 15.29 | 28.85 | 22.55 | 28.04 | 41.11 | 17.07 | 15.41 | 13.53 | 15.32 | 22.91 | 34.57 | 34.17 | 39.16 | 19.26 | 23.49 | 22.69 | 22.12 |
| Draw Down(%) | NA | 12.04 | 23.73 | 55.06 | 58.13 | NA | NA | 58.13 | 0.00 | 12.04 | 23.73 | 15.20 | 20.44 | 54.80 | 11.89 | 15.69 | 9.71 | 16.16 | 15.29 | 43.58 | 35.45 | 24.22 | 15.65 | 31.56 | 15.33 | 11.01 |
| Yield(%) | 0.00 | 0.00 | 0.14 | 2.37 | 7.64 | 5.15 | 5.83 | 7.29 | 0.00 | 0.00 | 0.00 | 0.41 | 0.00 | 10.95 | 15.60 | 21.63 | 1.42 | 0.00 | 0.00 | 0.00 | 3.17 | 14.93 | 7.58 | 8.74 | 12.94 | 8.66 |
Data as of 01/31/2013, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMCX (Tributary Small/Mid Cap Fund Institutional Class) |
-18.78%
Feb 2006 - Feb 2009 |
-7.63%
Feb 2004 - Feb 2009 |
-2.08%
Aug 2000 - Aug 2010 |
4.63%
Dec 1997 - Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMCX (Tributary Small/Mid Cap Fund Institutional Class) |
32.98%
Feb 2009 - Feb 2012 |
16.79%
Sep 2002 - Sep 2007 |
9.69%
Sep 2002 - Sep 2012 |
7.21%
Jul 1996 - Jul 2011 |
Annualized Rolling Returns Comparison Chart