See what your fund actually adds
Tributary Small Company Fund Institutional Plus Class FOSBX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | FOSBX | Replication |
|---|---|---|
| Annualized growth | -30.3% | 14.2% |
| Annualized volatility | 10.0% | 6.6% |
| Sharpe ratio | -3.56 | 2.05 |
| Maximum drawdown | 4.1% | 1.1% |
| Replication fit (R²) | 0.75 · Tracking error 5.0% | |
Replication portfolio
The published portfolio below is the investable basket used to model FOSBX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| IJH | US Mid Cap | 50.3% |
| XLK | Sector · Technology | 41.0% |
| MTUM | Factor · Momentum | 8.7% |