Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OWLCX (OLD WESTBURY LARGE CAP CORE FUND OLD WESTBURY LARGE CAP CORE FUND) | NA | 5.31% | 2.68% | 7.79% | 1.20% | 1.86% | NA | … | … |
Data as of 12/30/2016, Common starting date is 06/24/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OWLCX (OLD WESTBURY LARGE CAP CORE FUND OLD WESTBURY LARGE CAP CORE FUND) | 06/24/1998 | 12/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.96 | 5.31 | 2.68 | 7.79 | 1.20 | 1.86 | NA | … | … | 6.19 | -4.57 | 6.46 | 23.81 | 8.94 | -10.55 | 6.41 | 29.21 | -39.29 | 3.46 | 12.55 | 3.79 | 5.57 | 20.19 | -20.93 | -12.71 | -10.53 | 28.15 | 10.93 |
| Sharpe Ratio | NA | 0.38 | 0.20 | 0.62 | 0.04 | NA | NA | … | … | 0.45 | -0.32 | 0.59 | 2.24 | 0.74 | -0.56 | 0.33 | 1.12 | -1.11 | 0.03 | 0.86 | 0.16 | 0.40 | 1.11 | -1.01 | -0.75 | -0.49 | 1.24 | 0.67 |
| Standard Deviation(%) | NA | 13.46 | 12.99 | 12.40 | 19.41 | NA | NA | … | … | 13.35 | 14.30 | 10.85 | 10.61 | 12.05 | 18.98 | 18.97 | 26.08 | 35.98 | 15.74 | 10.83 | 10.28 | 11.63 | 17.53 | 21.79 | 20.34 | 29.94 | 20.05 | 27.95 |
| Draw Down(%) | NA | 12.20 | 21.37 | 21.37 | 54.81 | NA | NA | … | … | 11.47 | 14.46 | 9.18 | 7.03 | 11.49 | 20.46 | 18.68 | 22.57 | 46.77 | 8.93 | 8.40 | 6.62 | 8.75 | 13.62 | 26.93 | 30.11 | 27.75 | 14.71 | 26.60 |
| Yield(%) | 0.00 | 1.14 | 3.04 | 3.18 | 1.29 | 1.00 | 0.83 | … | … | 1.16 | 2.23 | 5.87 | 1.82 | 2.07 | 0.28 | 0.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/30/2016, Common starting date is 06/24/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWLCX (OLD WESTBURY LARGE CAP CORE FUND OLD WESTBURY LARGE CAP CORE FUND) |
-19.10%
Mar 2000 – Mar 2003 |
-7.84%
Feb 2004 – Feb 2009 |
-4.69%
Aug 2000 – Aug 2010 |
-0.49%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWLCX (OLD WESTBURY LARGE CAP CORE FUND OLD WESTBURY LARGE CAP CORE FUND) |
17.03%
May 2012 – May 2015 |
13.86%
Feb 2009 – Feb 2014 |
3.86%
Aug 1998 – Aug 2008 |
2.83%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart