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Tributary Growth Opportunities Fd Instl (FOGRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.010.00 (0.00%)
As of 08:01PM EST. Market open.

Performance overview

Morningstar return rating★★
Year-to-date return12.79%
5-year average return9.32%
Number of years up16
Number of years down6
Best 1-yr total return (3 Feb 2019)37.33%
Worst 1-yr total return (3 Feb 2019)-32.29%
Best 3-yr total return37.33%
Worst 3-yr total return-6.97%

Trailing returns (%) vs. Benchmarks

ReturnFOGRXCategory
YTD-14.72%10.80%
1-month1.03%4.43%
3-month-14.72%7.00%
1-year-6.42%48.17%
3-year11.09%21.26%
5-year13.00%20.18%
10-year11.22%14.07%
Last bull market29.78%27.14%
Last bear market-24.37%-21.26%

Annual total return (%) history

Year
FOGRXCategory
2021
N/AN/A
2020
31.88%39.26%
2019
32.56%32.52%
2018
-3.53%-6.65%
2017
20.66%23.91%
2016
10.98%6.03%
2015
-3.71%-0.95%
2014
4.54%7.00%
2013
37.33%34.93%
2012
15.61%14.07%
2011
-1.69%-3.96%
2010
29.61%24.61%
2009
28.16%39.11%
2008
-32.29%-43.77%
2007
7.86%15.09%
2006
10.24%9.00%
2005
5.53%9.84%
2004
18.36%13.23%
2003
33.41%35.96%
2002
-14.83%-27.24%
2001
-0.22%-19.98%
2000
7.39%-4.78%
1999
11.87%60.49%
1998
N/A18.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2021-0.74%6.68%-0.10%N/A
2020-21.30%30.01%10.10%17.07%
201918.46%3.13%0.18%8.31%
20181.69%3.82%9.62%-16.65%
20177.01%2.91%4.48%4.86%
20160.75%4.32%3.04%2.48%
20157.52%-0.53%-12.32%2.67%
2014-0.47%4.12%-2.21%3.15%
20139.91%3.85%11.81%7.60%
201215.73%-7.60%4.53%3.42%
201111.36%2.30%-23.29%12.50%
20108.90%-8.96%14.90%13.77%
2009-10.68%18.21%13.68%6.77%
2008-8.48%3.42%-11.32%-19.33%
20074.46%6.18%1.42%-4.12%
20069.36%-4.03%1.29%3.70%
2005-3.85%1.87%4.71%2.90%
20043.49%3.01%-3.27%14.79%
2003-3.54%15.84%5.71%12.95%
20024.31%-8.84%-17.14%8.10%
2001-4.15%3.34%-10.92%13.08%
20004.38%-6.16%8.03%1.49%
1999-3.27%16.35%-5.71%5.42%
1998-11.95%16.95%N/AN/A

Rank in category (by total return)

YTD77
1-month27
3-month39
1-year91
3-year58
5-year69

Load adjusted returns

1-year30.25%
3-year19.31%
5-year17.39%
10-year13.42%