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OWMBX: Old Westbury Municipal Bond (MUTUAL FUND)
Basic Info 11.49 0.01(0.09%) June 05
| Asset Class: | Muni National Interm |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 12/16/1998 |
| Last Dividend Date: | 03/16/2023 |
| 12-Mo. Yield | 1.36% |
| Expenses | 0.58% |
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Performance Analytics (As of 06/02/2023)
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(%) | 0.9 | 0.9 | 0.8 | -1.0 | 1.3 | 1.1 | 1.6 | 1.3 | -5.2 | -2.4 | 5.0 | 5.2 | 0.9 | 2.2 | -0.3 | 1.8 | 2.6 | -1.4 | 2.6 | 6.5 | 0.9 | 5.8 | -0.6 | 0.6 | 0.7 | -1.9 | -0.5 | 0.5 | 6.2 | -0.2 | 8.6 | -7.0 | -0.8 |
| SR | NA | -0.88 | -0.86 | -0.95 | 0.04 | 0.16 | NA | 0.02 | -2.34 | -1.34 | 0.81 | 2.67 | -0.38 | 1.02 | -0.3 | 1.29 | 2.3 | -0.73 | 1.64 | 3.62 | 0.29 | 1.42 | -0.25 | -0.8 | -0.96 | -1.22 | -0.32 | -0.03 | 1.14 | -0.65 | 1.3 | -2.77 | -7.56 |
| DD(%) | NA | 2.8 | 4.8 | 9.3 | 9.3 | 9.3 | NA | 14.1 | 8.4 | 2.7 | 8.8 | 1.6 | 1.6 | 1.8 | 4.1 | 2.0 | 1.0 | 3.7 | 1.5 | 2.1 | 4.9 | 4.4 | 10.9 | 3.2 | 2.4 | 4.1 | 6.1 | 7.2 | 4.1 | 6.3 | 3.3 | 8.3 | 1.1 |
| SD(%) | NA | 3.1 | 3.0 | 2.2 | 3.2 | 2.5 | NA | 3.3 | 2.8 | 1.8 | 5.9 | 1.4 | 1.2 | 1.6 | 1.8 | 1.4 | 1.1 | 1.9 | 1.5 | 1.8 | 2.8 | 4.0 | 6.2 | 3.0 | 2.7 | 3.3 | 4.6 | 4.7 | 4.5 | 3.9 | 3.5 | 3.7 | 3.0 |
| TR | NA | -0.03 | -0.04 | -0.03 | 0.0 | 0.01 | NA | 0.0 | -0.1 | -0.04 | 0.06 | 0.05 | -0.01 | 0.03 | -0.01 | 0.03 | 0.06 | -0.03 | 0.04 | 0.11 | 0.01 | 0.06 | -0.01 | -0.04 | -0.04 | -0.06 | -0.02 | 0.0 | 0.06 | -0.04 | 0.07 | -0.14 | -0.65 |
| Alpha(%) | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | -0.01 | -0.01 | -0.02 | -0.01 | -0.02 | 0.0 | -0.02 | 0.0 | -0.03 | -0.1 |
| Beta(%) | NA | 0.84 | 0.69 | 0.68 | 0.77 | 0.72 | NA | 0.79 | 0.65 | 0.56 | 0.82 | 0.7 | 0.5 | 0.63 | 0.64 | 0.58 | 0.45 | 0.55 | 0.57 | 0.6 | 0.85 | 0.97 | 1.06 | 0.68 | 0.6 | 0.68 | 0.98 | 1.03 | 0.85 | 0.62 | 0.69 | 0.73 | 0.34 |
| RS | NA | 0.8 | 0.79 | 0.7 | 0.87 | 0.82 | NA | 0.52 | 0.8 | 0.22 | 0.95 | 0.67 | 0.48 | 0.71 | 0.76 | 0.59 | 0.52 | 0.74 | 0.58 | 0.64 | 0.63 | 0.6 | 0.76 | 0.27 | 0.23 | 0.23 | 0.55 | 0.43 | 0.31 | 0.16 | 0.19 | 0.21 | 0.13 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/24/1998
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See Muni National Interm Asset Class Trend Rankings |
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* Day change on 06/05/2023.Latest Articles Related to OWMBX
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