Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OWGOX (Old Westbury Global Opportunities) | NA | 4.50% | 1.88% | 6.43% | NA | NA | NA | … | … |
Data as of 12/31/2013, Common starting date is 11/30/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OWGOX (Old Westbury Global Opportunities) | 11/30/2007 | 12/31/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.64 | 4.50 | 1.88 | 6.43 | NA | NA | NA | … | … | 4.50 | 15.06 | -12.06 | 9.05 | 18.43 | -39.82 | -1.29 |
| Sharpe Ratio | NA | 0.56 | 0.21 | 0.73 | NA | NA | NA | … | … | 0.57 | 2.81 | -1.09 | 0.92 | 2.66 | -1.74 | -1.44 |
| Standard Deviation(%) | NA | 8.04 | 8.64 | 8.68 | NA | NA | NA | … | … | 7.77 | 5.39 | 11.09 | 9.73 | 6.88 | 23.31 | 11.91 |
| Draw Down(%) | NA | 6.11 | 19.11 | 19.11 | NA | NA | NA | … | … | 6.11 | 5.87 | 19.11 | 7.22 | 7.70 | 42.54 | 4.23 |
| Yield(%) | 0.00 | 0.00 | 1.02 | 0.79 | 0.23 | 0.16 | 0.12 | … | … | 0.00 | 3.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/31/2013, 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 |
|---|---|---|---|---|
| OWGOX (Old Westbury Global Opportunities) |
-8.06%
Dec 2007 – Dec 2010 |
-4.69%
Dec 2007 – Dec 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWGOX (Old Westbury Global Opportunities) |
8.15%
Feb 2009 – Feb 2012 |
6.91%
Nov 2008 – Nov 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart