Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOEQX (Tributary Core Equity Instl) | NA | 24.84% | 11.46% | 5.72% | 5.42% | 2.51% | NA | … | … |
Data as of 07/26/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOEQX (Tributary Core Equity Instl) | 06/21/1996 | 07/26/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 24.84 | 11.46 | 5.72 | 5.42 | 2.51 | NA | … | … | 17.86 | 10.12 | -4.24 | 9.36 | 24.49 | -31.84 | 3.06 | 5.18 | 4.60 | 14.47 | 22.18 | -15.27 | -2.28 | 4.50 | -8.91 | 7.86 | 19.30 | 9.16 |
| Sharpe Ratio | NA | 2.14 | 0.66 | 0.21 | 0.21 | NA | NA | … | … | 2.92 | 0.79 | -0.18 | 0.52 | 0.91 | -0.88 | 0.00 | 0.12 | 0.24 | 1.28 | 1.53 | -0.79 | -0.34 | 0.03 | -0.87 | 0.34 | -3.27 | 1.91 |
| Standard Deviation(%) | NA | 11.58 | 17.38 | 24.75 | 20.20 | NA | NA | … | … | 11.50 | 12.79 | 23.80 | 17.82 | 26.78 | 37.28 | 15.14 | 15.26 | 10.03 | 10.56 | 14.06 | 20.79 | 13.83 | 16.47 | 14.01 | 13.33 | 10.93 | 7.64 |
| Draw Down(%) | NA | 6.27 | 22.22 | 43.46 | 51.91 | NA | NA | … | … | 5.01 | 12.00 | 22.22 | 17.23 | 26.03 | 42.36 | 10.32 | 11.46 | 6.79 | 5.91 | 13.34 | 29.01 | 16.44 | 15.88 | 20.09 | 16.09 | 7.68 | 5.17 |
| Yield(%) | 0.00 | 2.44 | 1.18 | 1.28 | 4.18 | 3.77 | 4.26 | … | … | 1.00 | 1.40 | 0.72 | 0.33 | 1.09 | 2.37 | 13.35 | 1.17 | 8.77 | 5.54 | 1.06 | 1.50 | 2.16 | 2.43 | 23.37 | 9.72 | 10.07 | 8.45 |
Data as of 07/26/2013, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOEQX (Tributary Core Equity Instl) |
-15.91%
Feb 2006 – Feb 2009 |
-6.38%
Feb 2004 – Feb 2009 |
-2.63%
Feb 1999 – Feb 2009 |
1.47%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOEQX (Tributary Core Equity Instl) |
18.64%
Feb 2009 – Feb 2012 |
12.32%
Sep 2002 – Sep 2007 |
6.06%
Mar 2003 – Mar 2013 |
3.42%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart