FOSCX vs. FOSIX
Compare and contrast key facts about Tributary Small Company Fund (FOSCX) and Tributary Short-Intermediate Bond Fund (FOSIX).
FOSCX is managed by Tributary Funds. It was launched on Jun 10, 1996. FOSIX is managed by Tributary Funds. It was launched on Dec 14, 1992.
Performance
FOSCX vs. FOSIX - Performance Comparison
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FOSCX vs. FOSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOSCX Tributary Small Company Fund | 2.82% | -3.67% | 9.35% | 16.92% | -13.17% | 32.03% | 1.21% | 23.18% | -10.81% | 8.44% |
FOSIX Tributary Short-Intermediate Bond Fund | -0.28% | 5.86% | 5.47% | 5.81% | -4.44% | -0.65% | 3.97% | 4.35% | 1.01% | 2.17% |
Returns By Period
In the year-to-date period, FOSCX achieves a 2.82% return, which is significantly higher than FOSIX's -0.28% return. Over the past 10 years, FOSCX has outperformed FOSIX with an annualized return of 7.79%, while FOSIX has yielded a comparatively lower 2.34% annualized return.
FOSCX
- 1D
- -0.95%
- 1M
- -6.71%
- YTD
- 2.82%
- 6M
- 1.65%
- 1Y
- 8.37%
- 3Y*
- 6.69%
- 5Y*
- 4.99%
- 10Y*
- 7.79%
FOSIX
- 1D
- 0.11%
- 1M
- -1.09%
- YTD
- -0.28%
- 6M
- 0.83%
- 1Y
- 3.51%
- 3Y*
- 4.99%
- 5Y*
- 2.37%
- 10Y*
- 2.34%
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FOSCX vs. FOSIX - Expense Ratio Comparison
FOSCX has a 1.18% expense ratio, which is higher than FOSIX's 0.64% expense ratio.
Return for Risk
FOSCX vs. FOSIX — Risk / Return Rank
FOSCX
FOSIX
FOSCX vs. FOSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tributary Small Company Fund (FOSCX) and Tributary Short-Intermediate Bond Fund (FOSIX). 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 | FOSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 1.92 | -1.52 |
Sortino ratioReturn per unit of downside risk | 0.74 | 3.29 | -2.55 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.44 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | 0.48 | 3.09 | -2.61 |
Martin ratioReturn relative to average drawdown | 1.61 | 12.65 | -11.04 |
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 | FOSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 1.92 | -1.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 1.06 | -0.82 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 1.21 | -0.85 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 1.34 | -0.88 |
Correlation
The correlation between FOSCX and FOSIX is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
FOSCX vs. FOSIX - Dividend Comparison
FOSCX's dividend yield for the trailing twelve months is around 7.40%, more than FOSIX's 3.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOSCX Tributary Small Company Fund | 7.40% | 7.61% | 6.67% | 2.82% | 13.61% | 15.18% | 0.02% | 1.28% | 5.45% | 5.28% | 1.51% | 0.00% |
FOSIX Tributary Short-Intermediate Bond Fund | 3.80% | 4.36% | 4.30% | 2.86% | 2.30% | 1.81% | 2.19% | 2.41% | 2.20% | 2.26% | 2.04% | 1.34% |
Drawdowns
FOSCX vs. FOSIX - Drawdown Comparison
The maximum FOSCX drawdown since its inception was -52.57%, which is greater than FOSIX's maximum drawdown of -6.58%. Use the drawdown chart below to compare losses from any high point for FOSCX and FOSIX.
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Drawdown Indicators
| FOSCX | FOSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.57% | -6.58% | -45.99% |
Max Drawdown (1Y)Largest decline over 1 year | -13.69% | -1.31% | -12.38% |
Max Drawdown (5Y)Largest decline over 5 years | -29.00% | -6.57% | -22.43% |
Max Drawdown (10Y)Largest decline over 10 years | -40.05% | -6.58% | -33.47% |
Current DrawdownCurrent decline from peak | -11.99% | -1.09% | -10.90% |
Average DrawdownAverage peak-to-trough decline | -7.10% | -0.82% | -6.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.08% | 0.32% | +3.76% |
Volatility
FOSCX vs. FOSIX - Volatility Comparison
Tributary Small Company Fund (FOSCX) has a higher volatility of 5.47% compared to Tributary Short-Intermediate Bond Fund (FOSIX) at 0.63%. This indicates that FOSCX's price experiences larger fluctuations and is considered to be riskier than FOSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FOSCX | FOSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 0.63% | +4.84% |
Volatility (6M)Calculated over the trailing 6-month period | 12.26% | 1.32% | +10.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.75% | 2.07% | +19.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.59% | 2.24% | +18.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.86% | 1.93% | +19.93% |