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OWMBX: OLD WESTBURY MUNICIPAL BOND FUND OLD WESTBURY MUNICIPAL BOND FUND (MUTUAL FUND)
Basic Info 11.56 0.01(0.09%) June 05
| Asset Class: | Muni National Interm |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 12/16/1998 |
| Last Dividend Date: | 03/12/2026 |
| 12-Mo. Yield | 2.66% |
| Expenses | 0.57% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/16/1998 |
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(%) | 0.1 | 0.4 | 4.2 | 2.7 | 0.4 | 1.2 | 1.6 | 1.6 | 1.4 | 4.3 | 0.4 | 4.0 | -5.4 | -1.8 | 4.5 | 5.2 | 0.9 | 2.2 | -0.3 | 1.8 | 2.6 | -1.4 | 2.6 | 6.5 | 0.9 | 5.8 | -0.6 | 0.6 | 0.7 | -1.9 | -0.5 | 0.5 | 6.2 | -0.2 | 8.6 | -7.0 | -0.8 |
| Sharpe Ratio | NA | -0.81 | 0.91 | -0.11 | -0.79 | -0.15 | NA | NA | -0.03 | 0.47 | -1.29 | 0.13 | -2.43 | -1.09 | 0.71 | 2.62 | -0.43 | 1.0 | -0.31 | 1.29 | 2.3 | -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 |
| Draw Down(%) | NA | 2.4 | 2.4 | 3.8 | 10.4 | 10.7 | NA | NA | 14.1 | 3.2 | 2.2 | 5.0 | 8.6 | 2.1 | 8.8 | 1.6 | 1.6 | 1.8 | 4.1 | 2.0 | 1.0 | 3.7 | 1.5 | 2.1 | 4.9 | 4.4 | 10.9 | 3.2 | 2.4 | 4.1 | 6.1 | 7.2 | 4.1 | 6.3 | 3.3 | 8.3 | 1.1 |
| Standard Deviation(%) | NA | 2.2 | 1.8 | 2.7 | 2.7 | 2.8 | NA | NA | 3.2 | 3.0 | 2.5 | 2.9 | 2.8 | 1.6 | 5.9 | 1.4 | 1.2 | 1.6 | 1.8 | 1.4 | 1.1 | 1.9 | 1.5 | 1.8 | 2.8 | 4.0 | 6.2 | 3.0 | 2.7 | 3.3 | 4.6 | 4.7 | 4.5 | 3.9 | 3.5 | 3.7 | 3.0 |
| Treynor Ratio | NA | -0.03 | 0.03 | 0.0 | -0.03 | -0.01 | NA | NA | 0.0 | 0.02 | -0.04 | 0.0 | -0.09 | -0.03 | 0.05 | 0.05 | -0.01 | 0.03 | -0.01 | 0.03 | 0.06 | -0.03 | 0.04 | 0.11 | 0.01 | 0.06 | -0.01 | -0.04 | -0.05 | -0.06 | -0.02 | 0.0 | 0.06 | -0.04 | 0.06 | -0.14 | -0.66 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | -0.01 | -0.01 | -0.02 | -0.01 | -0.02 | 0.0 | -0.02 | 0.0 | -0.03 | -0.1 |
| Beta | NA | 0.72 | 0.62 | 0.74 | 0.75 | 0.77 | NA | NA | 0.79 | 0.73 | 0.78 | 0.81 | 0.73 | 0.65 | 0.83 | 0.7 | 0.5 | 0.63 | 0.64 | 0.58 | 0.45 | 0.55 | 0.57 | 0.6 | 0.85 | 0.97 | 1.06 | 0.68 | 0.6 | 0.68 | 0.98 | 1.03 | 0.85 | 0.62 | 0.69 | 0.73 | 0.34 |
| RSquared | NA | 0.8 | 0.66 | 0.84 | 0.81 | 0.85 | NA | NA | 0.54 | 0.88 | 0.79 | 0.84 | 0.88 | 0.31 | 0.94 | 0.67 | 0.48 | 0.71 | 0.76 | 0.59 | 0.52 | 0.74 | 0.58 | 0.64 | 0.63 | 0.6 | 0.76 | 0.27 | 0.23 | 0.23 | 0.55 | 0.43 | 0.31 | 0.16 | 0.19 | 0.21 | 0.13 |
| Yield(%) | N/A | 0.6 | 2.7 | 2.5 | 1.8 | 1.7 | 1.7 | 1.5 | N/A | 2.7 | 2.5 | 2.0 | 1.1 | 0.9 | 2.1 | 1.4 | 1.4 | 1.2 | 1.6 | 1.4 | 1.6 | 1.6 | 2.5 | 1.9 | 2.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.4 |
| Dividend Growth(%) | N/A | -75.9 | 2.4 | 68.0 | 21.3 | 50.5 | N/A | N/A | N/A | 4.5 | 23.9 | 77.3 | 20.0 | -56.9 | 53.6 | -2.9 | 21.2 | -25.8 | 13.1 | -10.6 | -4.1 | -35.1 | 34.8 | -3.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/16/1998
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