Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OWSOX (OLD WESTBURY STRATEGIC OPPORTUNITIES FUND OLD WESTBURY STRATEGIC OPPORTUNITIES FUND) | NA | -9.56% | -2.09% | 1.81% | 1.46% | NA | NA | … | … |
Data as of 10/05/2020, Common starting date is 11/30/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OWSOX (OLD WESTBURY STRATEGIC OPPORTUNITIES FUND OLD WESTBURY STRATEGIC OPPORTUNITIES FUND) | 11/30/2007 | 10/05/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.56 | -2.09 | 1.81 | 1.46 | NA | NA | … | … | -11.11 | 11.54 | -13.55 | 13.26 | 4.57 | -1.09 | 3.91 | 4.50 | 15.06 | -12.06 | 9.05 | 18.43 | -39.82 | -1.29 |
| Sharpe Ratio | NA | -0.53 | -0.25 | 0.10 | 0.11 | NA | NA | … | … | -0.70 | 3.13 | -1.26 | 3.98 | 0.63 | -0.13 | 0.65 | 0.57 | 2.82 | -1.09 | 0.92 | 2.66 | -1.74 | -1.44 |
| Standard Deviation(%) | NA | 18.80 | 12.53 | 10.40 | 9.44 | NA | NA | … | … | 20.99 | 6.83 | 11.82 | 3.19 | 6.93 | 8.31 | 6.01 | 7.77 | 5.37 | 11.09 | 9.73 | 6.88 | 23.31 | 11.91 |
| Draw Down(%) | NA | 31.46 | 31.46 | 31.46 | 31.46 | NA | NA | … | … | 30.48 | 3.59 | 19.58 | 1.08 | 8.00 | 9.86 | 5.88 | 6.11 | 5.87 | 19.11 | 7.22 | 7.70 | 42.54 | 4.23 |
| Yield(%) | 0.00 | 0.00 | 4.27 | 3.90 | 2.93 | 1.53 | 1.15 | … | … | 0.00 | 0.00 | 5.72 | 8.12 | 1.97 | 3.41 | 7.91 | 0.00 | 3.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/05/2020, Common starting date is 11/30/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWSOX (OLD WESTBURY STRATEGIC OPPORTUNITIES FUND OLD WESTBURY STRATEGIC OPPORTUNITIES FUND) |
-8.06%
Dec 2007 – Dec 2010 |
-4.69%
Dec 2007 – Dec 2012 |
0.00%
Dec 2007 – Dec 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWSOX (OLD WESTBURY STRATEGIC OPPORTUNITIES FUND OLD WESTBURY STRATEGIC OPPORTUNITIES FUND) |
8.43%
May 2012 – May 2015 |
7.38%
Feb 2009 – Feb 2014 |
5.61%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart