Singapore markets close in 1 hour 31 minutes

Tributary Small/Mid Cap Instl Plus (FSMBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
16.17+0.04 (+0.25%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.19%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (27 Jun 2024)33.45%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return33.45%
Worst 3-yr total return9.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFSMBXCategory
YTD5.54%20.19%
1-month5.27%0.02%
3-month3.08%4.36%
1-year23.50%60.18%
3-year5.55%11.32%
5-year0.00%13.88%
10-year0.00%11.19%
Last bull market25.25%27.98%
Last bear market-10.23%-24.08%

Annual total return (%) history

Year
FSMBXCategory
2024
N/AN/A
2023
15.37%N/A
2022
-13.78%N/A
2021
33.45%N/A
2020
12.72%10.99%
2019
N/A23.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.31%N/AN/AN/A
20231.78%5.24%-3.88%12.05%
2022-6.15%-10.23%-5.44%8.24%
202112.05%5.41%1.10%11.76%
2020-27.09%16.71%5.88%25.12%
20196.31%N/AN/AN/A

Rank in category (by total return)

YTD29
1-month26
3-month26
1-year35
3-year8
5-yearN/A

Load adjusted returns

1-year23.50%
3-year5.55%
5-yearN/A
10-yearN/A