Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OWNYX (Old Westbury New York Municipal Bond Fund) | -0.20% | 2.86% | 2.23% | 0.43% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/04/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OWNYX (Old Westbury New York Municipal Bond Fund) | 12/04/2018 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 2.86 | 2.23 | 0.43 | NA | NA | NA | … | … | -0.20 | 1.99 | 0.46 | 4.23 | -5.03 | -0.31 | 3.75 | 4.96 | 0.48 |
| Sharpe Ratio | NA | 0.15 | -0.36 | -0.78 | NA | NA | NA | … | … | -1.10 | -0.29 | -1.29 | 0.20 | -2.38 | -0.30 | 0.62 | 2.68 | 4.08 |
| Standard Deviation(%) | NA | 2.05 | 2.73 | 2.61 | NA | NA | NA | … | … | 2.50 | 3.05 | 2.46 | 2.93 | 2.72 | 1.14 | 5.58 | 1.30 | 1.35 |
| Draw Down(%) | NA | 2.87 | 3.64 | 8.98 | NA | NA | NA | … | … | 2.87 | 3.10 | 2.25 | 4.53 | 8.23 | 1.45 | 8.72 | 1.68 | 0.20 |
| Yield(%) | 0.00 | 1.20 | 1.90 | 1.61 | 1.24 | 0.82 | 0.62 | … | … | 0.00 | 1.75 | 2.36 | 2.03 | 1.21 | 1.39 | 1.80 | 1.66 | 0.08 |
Data as of 06/10/2026, Common starting date is 12/04/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWNYX (Old Westbury New York Municipal Bond Fund) |
-1.97%
Sep 2020 – Sep 2023 |
0.15%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWNYX (Old Westbury New York Municipal Bond Fund) |
3.84%
Oct 2022 – Oct 2025 |
1.25%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart