FOSCX vs. AUERX
Compare and contrast key facts about Tributary Small Company Fund (FOSCX) and Auer Growth Fund (AUERX).
FOSCX is managed by Tributary Funds. It was launched on Jun 10, 1996. AUERX is managed by Auer. It was launched on Dec 28, 2007.
Performance
FOSCX vs. AUERX - Performance Comparison
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FOSCX vs. AUERX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOSCX Tributary Small Company Fund | 5.16% | -3.67% | 9.35% | 16.92% | -13.17% | 32.03% | 1.21% | 23.18% | -10.81% | 8.44% |
AUERX Auer Growth Fund | 3.01% | 30.10% | 11.12% | 21.42% | 9.95% | 45.11% | -1.85% | 27.96% | -25.63% | 28.75% |
Returns By Period
In the year-to-date period, FOSCX achieves a 5.16% return, which is significantly higher than AUERX's 3.01% return. Over the past 10 years, FOSCX has underperformed AUERX with an annualized return of 8.03%, while AUERX has yielded a comparatively higher 14.73% annualized return.
FOSCX
- 1D
- 2.28%
- 1M
- -5.87%
- YTD
- 5.16%
- 6M
- 3.90%
- 1Y
- 10.88%
- 3Y*
- 7.50%
- 5Y*
- 5.17%
- 10Y*
- 8.03%
AUERX
- 1D
- 2.42%
- 1M
- -5.91%
- YTD
- 3.01%
- 6M
- 8.81%
- 1Y
- 40.33%
- 3Y*
- 21.36%
- 5Y*
- 18.30%
- 10Y*
- 14.73%
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FOSCX vs. AUERX - Expense Ratio Comparison
FOSCX has a 1.18% expense ratio, which is lower than AUERX's 2.37% expense ratio.
Return for Risk
FOSCX vs. AUERX — Risk / Return Rank
FOSCX
AUERX
FOSCX vs. AUERX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tributary Small Company Fund (FOSCX) and Auer Growth Fund (AUERX). 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.
| FOSCX | AUERX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | 2.07 | -1.57 |
Sortino ratioReturn per unit of downside risk | 0.88 | 2.70 | -1.82 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.40 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 2.91 | -2.10 |
Martin ratioReturn relative to average drawdown | 2.72 | 13.68 | -10.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FOSCX | AUERX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 2.07 | -1.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.74 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.61 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.18 | +0.28 |
Correlation
The correlation between FOSCX and AUERX is 0.83, 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
FOSCX vs. AUERX - Dividend Comparison
FOSCX's dividend yield for the trailing twelve months is around 7.23%, less than AUERX's 11.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FOSCX Tributary Small Company Fund | 7.23% | 7.61% | 6.67% | 2.82% | 13.61% | 15.18% | 0.02% | 1.28% | 5.45% | 5.28% | 1.51% |
AUERX Auer Growth Fund | 11.06% | 11.39% | 24.55% | 4.54% | 5.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FOSCX vs. AUERX - Drawdown Comparison
The maximum FOSCX drawdown since its inception was -52.57%, smaller than the maximum AUERX drawdown of -67.23%. Use the drawdown chart below to compare losses from any high point for FOSCX and AUERX.
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Drawdown Indicators
| FOSCX | AUERX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.57% | -67.23% | +14.66% |
Max Drawdown (1Y)Largest decline over 1 year | -13.69% | -13.70% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -29.00% | -34.80% | +5.80% |
Max Drawdown (10Y)Largest decline over 10 years | -40.05% | -51.89% | +11.84% |
Current DrawdownCurrent decline from peak | -9.99% | -5.91% | -4.08% |
Average DrawdownAverage peak-to-trough decline | -7.10% | -25.10% | +18.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.10% | 2.92% | +1.18% |
Volatility
FOSCX vs. AUERX - Volatility Comparison
Tributary Small Company Fund (FOSCX) and Auer Growth Fund (AUERX) have volatilities of 5.82% and 5.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FOSCX | AUERX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.82% | 5.82% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 12.44% | 12.69% | -0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.82% | 19.73% | +2.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.61% | 24.95% | -4.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.87% | 24.37% | -2.50% |