Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OWCIX (Old Westbury Credit Income Fund) | 0.50% | 4.24% | 4.27% | 0.09% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OWCIX (Old Westbury Credit Income Fund) | 10/01/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 4.24 | 4.27 | 0.09 | NA | NA | NA | … | … | 0.50 | 6.34 | 2.32 | 6.43 | -16.20 | 2.78 | 3.18 |
| Sharpe Ratio | NA | 0.42 | 0.22 | -0.40 | NA | NA | NA | … | … | -0.29 | 0.67 | -0.22 | 0.39 | -2.53 | 0.76 | 5.12 |
| Standard Deviation(%) | NA | 4.71 | 5.99 | 6.04 | NA | NA | NA | … | … | 5.39 | 5.18 | 5.94 | 7.17 | 6.99 | 3.63 | 2.60 |
| Draw Down(%) | NA | 4.27 | 7.32 | 19.91 | NA | NA | NA | … | … | 4.04 | 3.38 | 3.87 | 8.15 | 18.71 | 2.85 | 0.60 |
| Yield(%) | 0.00 | 2.79 | 4.63 | 3.87 | 2.17 | 1.45 | 1.08 | … | … | 0.00 | 4.32 | 5.67 | 5.47 | 4.26 | 3.87 | 1.08 |
Data as of 06/04/2026, Common starting date is 10/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWCIX (Old Westbury Credit Income Fund) |
-3.98%
Nov 2020 – Nov 2023 |
-0.05%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWCIX (Old Westbury Credit Income Fund) |
6.39%
Oct 2022 – Oct 2025 |
0.69%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart