Tributary Funds

Statistics as of May 27, 2025

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Found total of 6 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Small Blend
Expense Ratio
0.00%
TTM Yield
0.3%
3yr Sharpe
-0.05
YTD Return
-7.9%
3yr Return
14.0%
1yr Return
-2.3%
Total Assets
$622M
6M Money Flow
-$87M
Small Blend
Expense Ratio
0.00%
TTM Yield
0.2%
3yr Sharpe
-0.08
YTD Return
-9.5%
3yr Return
9.9%
1yr Return
-4.6%
Total Assets
$40M
6M Money Flow
$26M
Moderate Allocation
Expense Ratio
0.00%
TTM Yield
1.6%
3yr Sharpe
0.33
YTD Return
0.0%
3yr Return
27.8%
1yr Return
5.8%
Total Assets
$80M
6M Money Flow
-$5M
Short-Term Bond
Expense Ratio
0.00%
TTM Yield
3.7%
3yr Sharpe
-0.19
YTD Return
2.1%
3yr Return
11.9%
1yr Return
6.2%
Total Assets
$226M
6M Money Flow
$2M
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
3.2%
3yr Sharpe
-0.34
YTD Return
1.9%
3yr Return
4.5%
1yr Return
5.4%
Total Assets
$168M
6M Money Flow
-$2M
Muni Single State Interm
Expense Ratio
0.00%
TTM Yield
2.3%
3yr Sharpe
-0.43
YTD Return
0.3%
3yr Return
4.9%
1yr Return
3.4%
Total Assets
$51M
6M Money Flow
-$2M