FOBAX vs. TSAIX
Compare and contrast key facts about Tributary Balanced Fund (FOBAX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX).
FOBAX is managed by Tributary Funds. It was launched on Aug 5, 1996. TSAIX is managed by TIAA Investments. It was launched on Dec 8, 2011.
Performance
FOBAX vs. TSAIX - Performance Comparison
Loading graphics...
FOBAX vs. TSAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOBAX Tributary Balanced Fund | -4.23% | 10.30% | 14.28% | 17.11% | -15.11% | 16.27% | 12.64% | 21.41% | -2.11% | 13.92% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | -5.91% | 20.04% | 15.46% | 22.72% | -19.57% | 17.10% | 19.69% | 27.97% | -11.27% | 22.35% |
Returns By Period
In the year-to-date period, FOBAX achieves a -4.23% return, which is significantly higher than TSAIX's -5.91% return. Over the past 10 years, FOBAX has underperformed TSAIX with an annualized return of 8.13%, while TSAIX has yielded a comparatively higher 10.54% annualized return.
FOBAX
- 1D
- 0.05%
- 1M
- -5.36%
- YTD
- -4.23%
- 6M
- -3.15%
- 1Y
- 8.11%
- 3Y*
- 10.12%
- 5Y*
- 6.29%
- 10Y*
- 8.13%
TSAIX
- 1D
- -0.38%
- 1M
- -9.58%
- YTD
- -5.91%
- 6M
- -3.06%
- 1Y
- 15.39%
- 3Y*
- 14.41%
- 5Y*
- 7.42%
- 10Y*
- 10.54%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FOBAX vs. TSAIX - Expense Ratio Comparison
FOBAX has a 0.96% expense ratio, which is higher than TSAIX's 0.04% expense ratio.
Return for Risk
FOBAX vs. TSAIX — Risk / Return Rank
FOBAX
TSAIX
FOBAX vs. TSAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tributary Balanced Fund (FOBAX) and TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FOBAX | TSAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.92 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.37 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.20 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.08 | -0.08 |
Martin ratioReturn relative to average drawdown | 4.47 | 4.80 | -0.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FOBAX | TSAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.92 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.46 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.60 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.65 | +0.05 |
Correlation
The correlation between FOBAX and TSAIX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FOBAX vs. TSAIX - Dividend Comparison
FOBAX's dividend yield for the trailing twelve months is around 10.29%, more than TSAIX's 7.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOBAX Tributary Balanced Fund | 10.29% | 9.82% | 5.32% | 5.36% | 5.59% | 8.10% | 5.80% | 4.43% | 7.55% | 8.29% | 6.73% | 0.22% |
TSAIX TIAA-CREF Lifestyle Aggressive Growth Fund | 7.84% | 7.38% | 2.94% | 1.81% | 9.27% | 11.82% | 5.59% | 5.71% | 5.71% | 1.13% | 4.12% | 7.19% |
Drawdowns
FOBAX vs. TSAIX - Drawdown Comparison
The maximum FOBAX drawdown since its inception was -40.00%, which is greater than TSAIX's maximum drawdown of -34.58%. Use the drawdown chart below to compare losses from any high point for FOBAX and TSAIX.
Loading graphics...
Drawdown Indicators
| FOBAX | TSAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.00% | -34.58% | -5.42% |
Max Drawdown (1Y)Largest decline over 1 year | -7.46% | -11.72% | +4.26% |
Max Drawdown (5Y)Largest decline over 5 years | -19.88% | -28.28% | +8.40% |
Max Drawdown (10Y)Largest decline over 10 years | -22.37% | -34.58% | +12.21% |
Current DrawdownCurrent decline from peak | -5.92% | -10.28% | +4.36% |
Average DrawdownAverage peak-to-trough decline | -3.83% | -4.96% | +1.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 2.77% | -1.11% |
Volatility
FOBAX vs. TSAIX - Volatility Comparison
The current volatility for Tributary Balanced Fund (FOBAX) is 2.87%, while TIAA-CREF Lifestyle Aggressive Growth Fund (TSAIX) has a volatility of 5.29%. This indicates that FOBAX experiences smaller price fluctuations and is considered to be less risky than TSAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FOBAX | TSAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.87% | 5.29% | -2.42% |
Volatility (6M)Calculated over the trailing 6-month period | 5.53% | 9.81% | -4.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.41% | 17.09% | -6.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.45% | 16.15% | -5.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.94% | 17.59% | -6.65% |