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Straits Times Index
3,339.08
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Tributary Small/Mid Cap Instl Plus (FSMBX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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16.17
+0.04
(+0.25%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
4.19%
5-year average return
0.00%
Number of years up
3
Number of years down
1
Best 1-yr total return (27 Jun 2024)
33.45%
Worst 1-yr total return (27 Jun 2024)
N/A
Best 3-yr total return
33.45%
Worst 3-yr total return
9.05%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
FSMBX
Category
YTD
5.54%
20.19%
1-month
5.27%
0.02%
3-month
3.08%
4.36%
1-year
23.50%
60.18%
3-year
5.55%
11.32%
5-year
0.00%
13.88%
10-year
0.00%
11.19%
Last bull market
25.25%
27.98%
Last bear market
-10.23%
-24.08%
Annual total return (%) history
Year
FSMBX
Category
2024
N/A
N/A
2023
15.37%
N/A
2022
-13.78%
N/A
2021
33.45%
N/A
2020
12.72%
10.99%
2019
N/A
23.75%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
6.31%
N/A
N/A
N/A
2023
1.78%
5.24%
-3.88%
12.05%
2022
-6.15%
-10.23%
-5.44%
8.24%
2021
12.05%
5.41%
1.10%
11.76%
2020
-27.09%
16.71%
5.88%
25.12%
2019
6.31%
N/A
N/A
N/A
Rank in category (by total return)
YTD
29
1-month
26
3-month
26
1-year
35
3-year
8
5-year
N/A
Load adjusted returns
1-year
23.50%
3-year
5.55%
5-year
N/A
10-year
N/A
Data disclaimer
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