Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OWMBX (OLD WESTBURY MUNICIPAL BOND FUND OLD WESTBURY MUNICIPAL BOND FUND) | 0.46% | 4.37% | 2.74% | 0.41% | 1.23% | 1.57% | 1.63% | … | … |
Data as of 06/04/2026, Common starting date 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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 4.37 | 2.74 | 0.41 | 1.23 | 1.57 | 1.63 | … | … | 0.46 | 4.29 | 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 | 0.91 | -0.11 | -0.79 | -0.15 | NA | NA | … | … | -0.81 | 0.47 | -1.29 | 0.13 | -2.43 | -1.09 | 0.71 | 2.62 | -0.43 | 1.00 | -0.31 | 1.29 | 2.30 | -0.73 | 1.64 | 3.62 | 0.29 | 1.42 | -0.25 | -0.84 | -1.01 | -1.25 | -0.33 | -0.04 | 1.13 | -0.68 | 1.25 | -2.81 | -7.67 |
| Standard Deviation(%) | NA | 1.78 | 2.71 | 2.68 | 2.83 | NA | NA | … | … | 2.24 | 3.03 | 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 | 2.45 | 3.81 | 10.41 | 10.70 | NA | NA | … | … | 2.45 | 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 | 2.65 | 2.47 | 1.78 | 1.67 | 1.74 | 1.52 | … | … | 0.63 | 2.65 | 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 06/04/2026, Common starting date 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