FSMBX vs. KMVAX
Compare and contrast key facts about Tributary Small/Mid Cap Fund (FSMBX) and Kirr Marbach Partners Value Fund (KMVAX).
FSMBX is managed by Tributary Funds. It was launched on Aug 1, 2019. KMVAX is managed by Kirr Marbach Partners. It was launched on Dec 31, 1998.
Performance
FSMBX vs. KMVAX - Performance Comparison
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FSMBX vs. KMVAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FSMBX Tributary Small/Mid Cap Fund | -2.81% | -5.43% | 9.81% | 15.38% | -13.81% | 33.39% | 12.72% | 10.24% |
KMVAX Kirr Marbach Partners Value Fund | -1.25% | 14.44% | 27.82% | 20.42% | -16.01% | 28.83% | 2.96% | 7.15% |
Returns By Period
In the year-to-date period, FSMBX achieves a -2.81% return, which is significantly lower than KMVAX's -1.25% return.
FSMBX
- 1D
- -0.32%
- 1M
- -7.82%
- YTD
- -2.81%
- 6M
- -5.08%
- 1Y
- -0.55%
- 3Y*
- 4.59%
- 5Y*
- 3.62%
- 10Y*
- —
KMVAX
- 1D
- -1.34%
- 1M
- -8.55%
- YTD
- -1.25%
- 6M
- -5.74%
- 1Y
- 20.18%
- 3Y*
- 17.72%
- 5Y*
- 11.26%
- 10Y*
- 9.90%
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FSMBX vs. KMVAX - Expense Ratio Comparison
FSMBX has a 0.90% expense ratio, which is lower than KMVAX's 1.45% expense ratio.
Return for Risk
FSMBX vs. KMVAX — Risk / Return Rank
FSMBX
KMVAX
FSMBX vs. KMVAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tributary Small/Mid Cap Fund (FSMBX) and Kirr Marbach Partners Value Fund (KMVAX). 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.
| FSMBX | KMVAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.00 | 1.04 | -1.04 |
Sortino ratioReturn per unit of downside risk | 0.15 | 1.57 | -1.43 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.22 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | -0.14 | 1.60 | -1.74 |
Martin ratioReturn relative to average drawdown | -0.40 | 4.63 | -5.03 |
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
| FSMBX | KMVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.00 | 1.04 | -1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.62 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.49 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.40 | -0.03 |
Correlation
The correlation between FSMBX and KMVAX is 0.89, 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
FSMBX vs. KMVAX - Dividend Comparison
FSMBX's dividend yield for the trailing twelve months is around 0.63%, less than KMVAX's 5.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSMBX Tributary Small/Mid Cap Fund | 0.63% | 0.61% | 0.14% | 0.28% | 1.83% | 3.47% | 0.23% | 0.21% | 0.00% | 0.00% | 0.00% | 0.00% |
KMVAX Kirr Marbach Partners Value Fund | 5.36% | 5.30% | 7.58% | 3.35% | 3.57% | 3.72% | 1.35% | 2.11% | 9.38% | 6.87% | 5.64% | 0.34% |
Drawdowns
FSMBX vs. KMVAX - Drawdown Comparison
The maximum FSMBX drawdown since its inception was -37.37%, smaller than the maximum KMVAX drawdown of -65.81%. Use the drawdown chart below to compare losses from any high point for FSMBX and KMVAX.
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Drawdown Indicators
| FSMBX | KMVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.37% | -65.81% | +28.44% |
Max Drawdown (1Y)Largest decline over 1 year | -13.71% | -11.33% | -2.38% |
Max Drawdown (5Y)Largest decline over 5 years | -25.22% | -24.84% | -0.38% |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.41% | — |
Current DrawdownCurrent decline from peak | -15.10% | -9.77% | -5.33% |
Average DrawdownAverage peak-to-trough decline | -7.71% | -10.04% | +2.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.64% | 3.92% | +0.72% |
Volatility
FSMBX vs. KMVAX - Volatility Comparison
The current volatility for Tributary Small/Mid Cap Fund (FSMBX) is 4.34%, while Kirr Marbach Partners Value Fund (KMVAX) has a volatility of 5.50%. This indicates that FSMBX experiences smaller price fluctuations and is considered to be less risky than KMVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSMBX | KMVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.34% | 5.50% | -1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 11.09% | 11.88% | -0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.52% | 19.99% | +0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.72% | 18.24% | +0.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.09% | 20.07% | +2.02% |