Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OWMBX (OLD WESTBURY MUNICIPAL BOND FUND OLD WESTBURY MUNICIPAL BOND FUND) | 0.56% | 1.17% | 1.55% | -0.24% | 1.17% | 1.38% | 1.36% | 1.28% |
Data as of 07/14/2025, AR inception is 12/16/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OWMBX (OLD WESTBURY MUNICIPAL BOND FUND OLD WESTBURY MUNICIPAL BOND FUND) | 12/16/1998 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.09 | 1.17 | 1.55 | -0.24 | 1.17 | 1.38 | 1.36 | 1.28 | 0.56 | 0.43 | 4.03 | -5.38 | -1.77 | 4.47 | 5.23 | 0.87 | 2.22 | -0.35 | 1.84 | 2.61 | -1.35 | 2.57 | 6.53 | 0.91 | 5.76 | -0.63 | 0.63 | 0.72 | -1.87 | -0.53 | 0.53 | 6.23 | -0.19 | 8.60 | -6.95 | -0.84 |
| Sharpe Ratio | NA | -0.56 | -0.60 | -0.85 | -0.09 | NA | NA | -0.04 | -0.49 | -2.49 | -0.08 | -2.41 | -1.09 | 0.72 | 2.67 | -0.37 | 1.02 | -0.30 | 1.29 | 2.30 | -0.73 | 1.64 | 3.62 | 0.29 | 1.42 | -0.25 | -0.79 | -0.95 | -1.22 | -0.32 | -0.03 | 1.14 | -0.65 | 1.28 | -2.77 | -7.56 |
| Standard Deviation(%) | NA | 3.48 | 2.98 | 2.67 | 2.81 | NA | NA | 3.29 | 4.07 | 2.47 | 2.93 | 2.82 | 1.65 | 5.91 | 1.44 | 1.20 | 1.56 | 1.84 | 1.41 | 1.13 | 1.89 | 1.55 | 1.79 | 2.80 | 3.99 | 6.25 | 3.00 | 2.69 | 3.31 | 4.64 | 4.72 | 4.50 | 3.95 | 3.51 | 3.68 | 2.95 |
| Draw Down(%) | NA | 3.20 | 4.98 | 10.70 | 10.70 | NA | NA | 14.11 | 3.18 | 2.16 | 4.98 | 8.58 | 2.08 | 8.83 | 1.61 | 1.61 | 1.78 | 4.09 | 2.01 | 0.99 | 3.69 | 1.46 | 2.14 | 4.86 | 4.40 | 10.91 | 3.20 | 2.37 | 4.10 | 6.09 | 7.18 | 4.13 | 6.31 | 3.25 | 8.26 | 1.13 |
| Yield(%) | 0.00 | 1.95 | 1.96 | 1.62 | 1.56 | 1.71 | 1.36 | 1.15 | 0.65 | 2.49 | 2.04 | 1.08 | 0.88 | 2.08 | 1.40 | 1.44 | 1.20 | 1.58 | 1.40 | 1.59 | 1.61 | 2.48 | 1.92 | 1.96 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.40 |
Data as of 07/14/2025, AR inception is 12/16/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWMBX (OLD WESTBURY MUNICIPAL BOND FUND OLD WESTBURY MUNICIPAL BOND FUND) |
-2.90%
Oct 2020 - Oct 2023 |
-1.23%
Sep 2003 - Sep 2008 |
0.47%
Oct 2012 - Oct 2022 |
0.91%
May 2003 - May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWMBX (OLD WESTBURY MUNICIPAL BOND FUND OLD WESTBURY MUNICIPAL BOND FUND) |
5.95%
May 2000 - May 2003 |
3.54%
Feb 2008 - Feb 2013 |
2.48%
Jan 2011 - Jan 2021 |
2.16%
Jun 2006 - Jun 2021 |
Annualized Rolling Returns Comparison Chart