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Tributary Funds, Inc. - Tributary Growth Opportunities Fund (FOGPX)

10.61 0.00 (0.00%)
At close: December 28 at 8:00 PM EST

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. The fund may also invest up to 35% of its assets in preferred stocks and warrants. The fund may invest in securities issued by companies with large, medium, or small capitalization.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 37.63%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 2

Performance & Risk

YTD Return -21.06%
5y Average Return 10.12%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
FOGPXCategory AverageFOGPXCategory AverageFOGPXCategory Average
Alpha -6.28 0.01 -3.49 0.01 -3.34 -0.02
BETA 1.04 0.01 1.06 0.01 1.07 0.01
Mean Annual Return 0.75 0.02 0.96 0.02 0.95 0.01
R-squared 80.99 0.82 82.33 0.79 81.98 0.8
Standard Deviation 21.56 0.23 19.23 0.19 16.15 0.17
Sharpe Ratio 0.91 0.01 1.38 0.01 1.81 0.01
Treynor Ratio 6.05 0.18 8.5 0.17 9.29 0.12

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