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OWFIX: Old Westbury Fixed Income (MUTUAL FUND)
Basic Info 10.09 0.01(0.10%) May 26
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 12/16/1998 |
| Last Dividend Date: | 03/16/2023 |
| 12-Mo. Yield | 2.25% |
| Expenses | 0.57% |
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Performance Analytics (As of 05/26/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.7 | 1.3 | -1.9 | -19.7 | -10.1 | -5.0 | -1.9 | -0.1 | -8.0 | -46.3 | 7.0 | 6.1 | 0.6 | 1.4 | 0.8 | 0.6 | 1.5 | -0.9 | 3.2 | 4.4 | 4.9 | 2.5 | 11.2 | 8.2 | 3.4 | 1.0 | 0.3 | -1.4 | 5.9 | 2.1 | 8.1 | -2.8 | -1.2 |
| SR | NA | -0.27 | -0.89 | -0.61 | -0.42 | -0.3 | NA | -0.11 | -1.88 | -0.78 | 2.15 | 1.65 | -0.34 | 0.43 | 0.26 | 0.23 | 1.04 | -0.52 | 1.69 | 1.67 | 1.51 | 0.53 | 1.77 | 1.49 | 0.05 | -0.47 | -0.19 | -0.45 | 0.98 | -0.03 | 1.06 | -1.45 | -4.13 |
| DD(%) | NA | 3.1 | 6.1 | 51.6 | 51.6 | 51.6 | NA | 51.6 | 10.7 | 46.4 | 3.0 | 1.6 | 2.0 | 1.2 | 3.4 | 1.6 | 0.9 | 2.6 | 1.0 | 1.4 | 3.3 | 2.5 | 3.8 | 2.1 | 1.2 | 2.5 | 3.3 | 6.1 | 2.7 | 5.4 | 2.3 | 4.6 | 2.2 |
| SD(%) | NA | 6.1 | 5.7 | 34.3 | 26.7 | 18.9 | NA | 12.5 | 5.0 | 59.2 | 3.1 | 2.9 | 2.0 | 1.8 | 2.1 | 2.4 | 1.4 | 1.8 | 1.9 | 2.6 | 3.2 | 4.5 | 5.8 | 3.5 | 2.1 | 2.6 | 3.3 | 4.7 | 4.9 | 5.3 | 3.9 | 4.1 | 6.9 |
| TR | NA | -0.02 | -0.09 | -0.36 | -0.2 | -0.11 | NA | -0.02 | -0.18 | -0.6 | 0.18 | 0.06 | -0.01 | 0.01 | 0.01 | 0.01 | 0.04 | -0.02 | 0.06 | 0.1 | 0.09 | 0.04 | 0.18 | 0.08 | 0.0 | -0.03 | -0.01 | -0.03 | 0.07 | 0.0 | 0.08 | -0.09 | -0.36 |
| Alpha(%) | NA | -0.01 | -0.01 | -0.07 | -0.04 | -0.02 | NA | -0.01 | -0.01 | -0.19 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.03 | 0.05 | 0.01 | 0.0 | 0.0 | -0.01 | -0.02 | 0.0 | -0.02 | 0.0 | -0.01 | -0.11 |
| Beta(%) | NA | 0.66 | 0.58 | 0.58 | 0.57 | 0.54 | NA | 0.56 | 0.53 | 0.77 | 0.37 | 0.76 | 0.58 | 0.54 | 0.46 | 0.52 | 0.38 | 0.41 | 0.5 | 0.45 | 0.54 | 0.58 | 0.56 | 0.68 | 0.49 | 0.46 | 0.52 | 0.68 | 0.66 | 0.59 | 0.51 | 0.68 | 0.79 |
| RS | NA | 0.75 | 0.79 | 0.02 | 0.02 | 0.03 | NA | 0.08 | 0.82 | 0.0 | 0.38 | 0.77 | 0.59 | 0.69 | 0.63 | 0.82 | 0.66 | 0.71 | 0.69 | 0.7 | 0.8 | 0.8 | 0.58 | 0.81 | 0.71 | 0.44 | 0.58 | 0.56 | 0.51 | 0.47 | 0.41 | 0.72 | 0.48 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/14/2000
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