Tributary Smallmid Cap Fund Net Income
| FSMBX Fund | USD 16.83 0.13 0.78% |
As of the 25th of February, Tributary Small/mid has the Semi Deviation of 0.682, coefficient of variation of 719.42, and Risk Adjusted Performance of 0.1088. Tributary Small/mid technical analysis provides you with a way to harness past market data to determine a pattern that measures the direction of the fund's future prices.
Tributary Small/mid's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Tributary Small/mid's valuation are provided below:Tributary Smallmid Cap does not presently have any fundamental trend indicators for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Tributary |
Tributary Small/mid 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Tributary Small/mid's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Tributary Small/mid.
| 11/27/2025 |
| 02/25/2026 |
If you would invest 0.00 in Tributary Small/mid on November 27, 2025 and sell it all today you would earn a total of 0.00 from holding Tributary Smallmid Cap or generate 0.0% return on investment in Tributary Small/mid over 90 days. Tributary Small/mid is related to or competes with Balanced Fund, Balanced Fund, Income Fund, Income Fund, Tributary Nebraska, and Short-intermediate. Under normal market conditions, the Advisor intends to invest at least 80 percent of its assets in common stocks and sec... More
Tributary Small/mid Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Tributary Small/mid's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Tributary Smallmid Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9258 | |||
| Information Ratio | 0.0344 | |||
| Maximum Drawdown | 5.01 | |||
| Value At Risk | (1.05) | |||
| Potential Upside | 1.88 |
Tributary Small/mid Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Tributary Small/mid's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Tributary Small/mid's standard deviation. In reality, there are many statistical measures that can use Tributary Small/mid historical prices to predict the future Tributary Small/mid's volatility.| Risk Adjusted Performance | 0.1088 | |||
| Jensen Alpha | 0.0295 | |||
| Total Risk Alpha | 0.0097 | |||
| Sortino Ratio | 0.0359 | |||
| Treynor Ratio | 0.1193 |
Tributary Small/mid February 25, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1088 | |||
| Market Risk Adjusted Performance | 0.1293 | |||
| Mean Deviation | 0.7126 | |||
| Semi Deviation | 0.682 | |||
| Downside Deviation | 0.9258 | |||
| Coefficient Of Variation | 719.42 | |||
| Standard Deviation | 0.9662 | |||
| Variance | 0.9335 | |||
| Information Ratio | 0.0344 | |||
| Jensen Alpha | 0.0295 | |||
| Total Risk Alpha | 0.0097 | |||
| Sortino Ratio | 0.0359 | |||
| Treynor Ratio | 0.1193 | |||
| Maximum Drawdown | 5.01 | |||
| Value At Risk | (1.05) | |||
| Potential Upside | 1.88 | |||
| Downside Variance | 0.8571 | |||
| Semi Variance | 0.4651 | |||
| Expected Short fall | (0.86) | |||
| Skewness | 0.1206 | |||
| Kurtosis | 0.5883 |
Tributary Smallmid Cap Backtested Returns
At this stage we consider Tributary Mutual Fund to be very steady. Tributary Smallmid Cap owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0912, which indicates the fund had a 0.0912 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Tributary Smallmid Cap, which you can use to evaluate the volatility of the fund. Please validate Tributary Small/mid's Coefficient Of Variation of 719.42, risk adjusted performance of 0.1088, and Semi Deviation of 0.682 to confirm if the risk estimate we provide is consistent with the expected return of 0.0855%. The entity has a beta of 1.04, which indicates a somewhat significant risk relative to the market. Tributary Small/mid returns are very sensitive to returns on the market. As the market goes up or down, Tributary Small/mid is expected to follow.
Auto-correlation | -0.23 |
Weak reverse predictability
Tributary Smallmid Cap has weak reverse predictability. Overlapping area represents the amount of predictability between Tributary Small/mid time series from 27th of November 2025 to 11th of January 2026 and 11th of January 2026 to 25th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Tributary Smallmid Cap price movement. The serial correlation of -0.23 indicates that over 23.0% of current Tributary Small/mid price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.23 | |
| Spearman Rank Test | -0.02 | |
| Residual Average | 0.0 | |
| Price Variance | 0.04 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Tributary Smallmid Cap reported net income of 0.0. This indicator is about the same for the Tributary Funds average (which is currently at 0.0) family and about the same as Small Blend (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Tributary Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Tributary Small/mid's current stock value. Our valuation model uses many indicators to compare Tributary Small/mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Tributary Small/mid competition to find correlations between indicators driving Tributary Small/mid's intrinsic value. More Info.Tributary Smallmid Cap is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 1,086 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Tributary Small/mid's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Tributary Small/mid
The fund consists of 98.57% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Tributary Small/mid's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Tributary Fundamentals
| Total Asset | 5.3 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 6.19 % | ||||
| One Year Return | 0.83 % | ||||
| Three Year Return | 5.95 % | ||||
| Five Year Return | 6.27 % | ||||
| Net Asset | 1.55 M | ||||
| Minimum Initial Investment | 5 M | ||||
| Last Dividend Paid | 0.03 | ||||
| Cash Position Weight | 1.43 % | ||||
| Equity Positions Weight | 98.57 % |
About Tributary Small/mid Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Tributary Smallmid Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Tributary Small/mid using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Tributary Smallmid Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Tributary Mutual Fund
Tributary Small/mid financial ratios help investors to determine whether Tributary Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Tributary with respect to the benefits of owning Tributary Small/mid security.
| CEOs Directory Screen CEOs from public companies around the world | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |