Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OWSMX (OLD WESTBURY SMALL & MID CAP FUND OLD WESTBURY SMALL & MID CAP FUND) | 8.62% | 19.01% | 14.12% | 1.94% | 6.48% | 6.59% | 7.03% | … | … |
Data as of 06/05/2026, Common starting date is 04/22/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OWSMX (OLD WESTBURY SMALL & MID CAP FUND OLD WESTBURY SMALL & MID CAP FUND) | 04/22/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.83 | 19.01 | 14.12 | 1.94 | 6.48 | 6.59 | 7.03 | … | … | 8.62 | 18.06 | 7.75 | 11.67 | -22.55 | -1.89 | 18.40 | 24.52 | -12.04 | 18.19 | 8.92 | 1.50 | 2.09 | 24.16 | 17.33 | -7.84 | 24.13 | 32.48 | -24.27 | 6.40 | 16.14 | 16.33 |
| Sharpe Ratio | NA | 1.21 | 0.77 | -0.03 | 0.29 | NA | NA | … | … | 1.14 | 1.02 | 0.33 | 0.61 | -1.03 | -0.12 | 0.60 | 2.28 | -1.01 | 2.76 | 0.71 | 0.12 | 0.22 | 2.48 | 1.34 | -0.33 | 1.32 | 1.91 | -1.29 | 0.21 | 1.00 | 2.35 |
| Standard Deviation(%) | NA | 13.57 | 14.05 | 16.31 | 16.58 | NA | NA | … | … | 16.40 | 14.91 | 12.66 | 13.36 | 23.26 | 15.33 | 30.01 | 10.09 | 13.30 | 6.39 | 12.20 | 12.40 | 9.51 | 9.72 | 12.98 | 23.61 | 18.26 | 16.98 | 19.55 | 15.86 | 12.78 | 9.30 |
| Draw Down(%) | NA | 11.67 | 15.97 | 38.34 | 38.34 | NA | NA | … | … | 11.67 | 14.73 | 7.47 | 14.73 | 30.51 | 13.51 | 35.96 | 5.59 | 20.83 | 2.45 | 11.36 | 11.89 | 9.99 | 7.14 | 12.56 | 24.31 | 13.19 | 11.31 | 29.07 | 12.23 | 14.55 | 5.87 |
| Yield(%) | 0.00 | 8.49 | 5.06 | 2.33 | 4.43 | 5.24 | 5.86 | … | … | 0.00 | 9.18 | 4.11 | 0.72 | 0.40 | 0.13 | 0.17 | 5.55 | 9.73 | 8.14 | 6.61 | 9.92 | 7.78 | 6.80 | 7.84 | 5.18 | 2.87 | 1.06 | 1.37 | 7.72 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/22/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWSMX (OLD WESTBURY SMALL & MID CAP FUND OLD WESTBURY SMALL & MID CAP FUND) |
-7.60%
Apr 2021 – Apr 2024 |
-1.56%
Sep 2017 – Sep 2022 |
2.69%
Oct 2013 – Oct 2023 |
4.35%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWSMX (OLD WESTBURY SMALL & MID CAP FUND OLD WESTBURY SMALL & MID CAP FUND) |
22.14%
Feb 2009 – Feb 2012 |
19.12%
Feb 2009 – Feb 2014 |
12.11%
Feb 2009 – Feb 2019 |
9.02%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart