Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OWACX (Old Westbury All Cap Core Fund) | 4.58% | 15.46% | 16.24% | 9.34% | 13.06% | 9.91% | 7.15% | … | … |
Data as of 06/05/2026, Common starting date is 03/02/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OWACX (Old Westbury All Cap Core Fund) | 03/02/1998 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.43 | 15.46 | 16.24 | 9.34 | 13.06 | 9.91 | 7.15 | … | … | 4.58 | 10.45 | 21.30 | 25.93 | -22.18 | 25.76 | 23.61 | 32.12 | -4.02 | 20.93 | 7.33 | -4.57 | 6.52 | 21.90 | 6.81 | -10.84 | 5.91 | 29.21 | -39.29 | 3.46 | 12.55 | 3.79 | 5.57 | 20.19 | -20.93 | -12.71 | -10.53 | 28.15 | 20.80 |
| Sharpe Ratio | NA | 1.36 | 0.99 | 0.43 | 0.65 | NA | NA | … | … | 1.10 | 0.42 | 1.38 | 1.72 | -0.94 | 1.81 | 0.68 | 2.48 | -0.32 | 3.07 | 0.54 | -0.32 | 0.60 | 2.05 | 0.56 | -0.57 | 0.31 | 1.12 | -1.12 | 0.02 | 0.85 | 0.15 | 0.39 | 1.11 | -1.01 | -0.76 | -0.49 | 1.24 | 0.93 |
| Standard Deviation(%) | NA | 12.23 | 14.68 | 17.14 | 18.25 | NA | NA | … | … | 14.54 | 17.92 | 12.78 | 13.03 | 25.13 | 14.24 | 34.41 | 12.36 | 16.87 | 6.64 | 13.27 | 14.30 | 10.84 | 10.65 | 12.20 | 18.99 | 18.98 | 26.08 | 35.98 | 15.74 | 10.83 | 10.28 | 11.63 | 17.53 | 21.79 | 20.34 | 29.94 | 20.05 | 23.40 |
| Draw Down(%) | NA | 9.93 | 18.49 | 28.11 | 34.01 | NA | NA | … | … | 9.93 | 18.49 | 6.66 | 10.40 | 27.75 | 5.53 | 34.01 | 6.26 | 19.92 | 2.26 | 11.47 | 14.46 | 9.18 | 7.03 | 11.49 | 20.46 | 18.68 | 22.57 | 46.77 | 8.93 | 8.40 | 6.62 | 8.75 | 13.62 | 26.93 | 30.11 | 27.75 | 14.71 | 26.60 |
| Yield(%) | 0.00 | 8.33 | 10.06 | 7.21 | 9.11 | 7.39 | 5.34 | … | … | 0.00 | 8.34 | 11.78 | 9.77 | 1.94 | 7.11 | 3.76 | 11.13 | 4.59 | 2.36 | 1.16 | 2.23 | 5.87 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/02/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWACX (Old Westbury All Cap Core Fund) |
-19.10%
Mar 2000 – Mar 2003 |
-7.84%
Feb 2004 – Feb 2009 |
-4.69%
Aug 2000 – Aug 2010 |
-0.78%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWACX (Old Westbury All Cap Core Fund) |
27.11%
Dec 2018 – Dec 2021 |
19.52%
Oct 2016 – Oct 2021 |
13.83%
Feb 2016 – Feb 2026 |
11.32%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart