Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FONPX (Tributary Nebraska Tax-Free Instl Plus) | 1.03% | 5.75% | 3.36% | 0.91% | 1.67% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FONPX (Tributary Nebraska Tax-Free Instl Plus) | 01/04/2016 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 5.75 | 3.36 | 0.91 | 1.67 | NA | NA | … | … | 1.03 | 5.26 | 0.46 | 4.39 | -6.17 | -0.25 | 4.46 | 5.51 | 1.28 | 3.30 | -0.30 |
| Sharpe Ratio | NA | 1.40 | 0.03 | -0.51 | 0.00 | NA | NA | … | … | -0.04 | 0.63 | -1.09 | 0.21 | -2.17 | -0.19 | 0.64 | 2.51 | -0.06 | 1.38 | -0.24 |
| Standard Deviation(%) | NA | 2.21 | 3.32 | 3.20 | 3.28 | NA | NA | … | … | 2.63 | 3.76 | 2.91 | 3.51 | 3.51 | 1.40 | 6.55 | 1.61 | 1.64 | 1.92 | 2.10 |
| Draw Down(%) | NA | 2.54 | 5.09 | 11.03 | 11.03 | NA | NA | … | … | 2.54 | 3.93 | 2.88 | 6.26 | 10.43 | 1.70 | 9.61 | 1.33 | 1.58 | 1.51 | 4.11 |
| Yield(%) | 0.24 | 2.71 | 2.38 | 2.00 | 2.29 | 1.63 | 1.22 | … | … | 1.13 | 2.53 | 2.18 | 2.10 | 1.67 | 1.67 | 1.84 | 2.60 | 3.30 | 3.27 | 3.30 |
Data as of 06/05/2026, Common starting date is 01/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FONPX (Tributary Nebraska Tax-Free Instl Plus) |
-2.84%
Oct 2020 – Oct 2023 |
-0.01%
May 2020 – May 2025 |
1.58%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FONPX (Tributary Nebraska Tax-Free Instl Plus) |
4.67%
Oct 2022 – Oct 2025 |
3.02%
Nov 2016 – Nov 2021 |
1.80%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart