Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OWLSX (OLD WESTBURY LARGE CAP STRATEGIES FUND OLD WESTBURY LARGE CAP STRATEGIES FUND) | 8.80% | 22.17% | 19.28% | 7.62% | 9.67% | 8.08% | 6.18% | … | … |
Data as of 06/04/2026, Common starting date is 12/27/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OWLSX (OLD WESTBURY LARGE CAP STRATEGIES FUND OLD WESTBURY LARGE CAP STRATEGIES FUND) | 12/27/1994 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 22.17 | 19.28 | 7.62 | 9.67 | 8.08 | 6.18 | … | … | 8.80 | 17.61 | 20.86 | 19.73 | -22.15 | 9.95 | 14.07 | 25.19 | -8.60 | 19.40 | 4.73 | -1.09 | 7.15 | 25.31 | 15.09 | -17.32 | 15.12 | 19.09 | -35.92 | 3.10 | 19.18 | 14.61 | 13.55 | 37.19 | -15.21 | -25.64 | -10.28 | 29.20 | -3.56 | -7.77 | 21.29 | 2.37 | 1.26 |
| Sharpe Ratio | NA | 1.82 | 1.22 | 0.32 | 0.49 | NA | NA | … | … | 1.47 | 0.94 | 1.43 | 1.32 | -1.01 | 0.64 | 0.45 | 2.31 | -0.71 | 3.36 | 0.35 | -0.08 | 0.70 | 2.42 | 1.08 | -0.75 | 0.67 | 0.81 | -0.72 | 0.00 | 1.19 | 1.19 | 0.95 | 2.53 | -0.82 | -1.62 | -0.91 | 1.88 | -0.35 | -0.73 | 2.23 | -0.17 | 14.60 |
| Standard Deviation(%) | NA | 11.33 | 13.47 | 16.23 | 16.60 | NA | NA | … | … | 13.63 | 15.80 | 12.08 | 12.30 | 23.48 | 15.51 | 30.53 | 10.27 | 14.21 | 5.60 | 12.71 | 14.20 | 10.24 | 10.45 | 13.99 | 23.09 | 22.32 | 23.50 | 50.77 | 15.37 | 13.26 | 10.41 | 13.20 | 14.44 | 19.86 | 17.63 | 15.99 | 13.75 | 19.82 | 15.59 | 7.85 | 9.50 | 12.45 |
| Draw Down(%) | NA | 9.67 | 16.53 | 35.19 | 35.19 | NA | NA | … | … | 9.67 | 16.53 | 8.23 | 11.20 | 29.09 | 12.49 | 32.76 | 5.77 | 18.53 | 2.00 | 10.67 | 13.76 | 8.11 | 8.23 | 12.95 | 27.78 | 18.64 | 24.70 | 44.12 | 11.46 | 15.40 | 7.66 | 11.94 | 15.32 | 26.74 | 32.97 | 17.23 | 7.89 | 29.18 | 24.33 | 5.41 | 12.11 | 0.31 |
| Yield(%) | 0.00 | 12.45 | 8.03 | 4.17 | 4.98 | 4.49 | 3.90 | … | … | 0.00 | 13.05 | 6.67 | 0.66 | 0.48 | 0.03 | 0.32 | 5.89 | 4.03 | 6.57 | 1.89 | 2.31 | 3.53 | 0.82 | 0.81 | 0.09 | 0.88 | 1.61 | 0.00 | 12.99 | 6.02 | 0.78 | 0.00 | 0.00 | 1.76 | 0.02 | 5.27 | 1.51 | 0.00 | 1.54 | 1.51 | 1.46 | 0.85 |
Data as of 06/04/2026, Common starting date is 12/27/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWLSX (OLD WESTBURY LARGE CAP STRATEGIES FUND OLD WESTBURY LARGE CAP STRATEGIES FUND) |
-20.65%
Mar 2000 – Mar 2003 |
-11.30%
Sep 1997 – Sep 2002 |
-1.94%
Jun 2000 – Jun 2010 |
-0.39%
Jun 1997 – Jun 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWLSX (OLD WESTBURY LARGE CAP STRATEGIES FUND OLD WESTBURY LARGE CAP STRATEGIES FUND) |
28.61%
Mar 2003 – Mar 2006 |
19.38%
Sep 2002 – Sep 2007 |
10.98%
Nov 2011 – Nov 2021 |
9.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart