Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OWSBX (Old Westbury Short-Term Bond) | -1.17% | 0.62% | NA | NA | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 05/30/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OWSBX (Old Westbury Short-Term Bond) | 05/30/2024 | 06/18/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 0.62 | NA | NA | NA | NA | NA | … | … | -1.17 | 4.26 | 3.44 |
| Sharpe Ratio | NA | -1.21 | NA | NA | NA | NA | NA | … | … | -2.08 | 0.60 | 1.35 |
| Standard Deviation(%) | NA | 2.31 | NA | NA | NA | NA | NA | … | … | 2.36 | 2.30 | 1.84 |
| Draw Down(%) | NA | 1.84 | NA | NA | NA | NA | NA | … | … | 1.84 | 0.98 | 0.88 |
| Yield(%) | 0.00 | 1.03 | 2.05 | 1.23 | 0.61 | 0.41 | 0.31 | … | … | 0.00 | 3.02 | 3.12 |
Data as of 06/18/2026, Common starting date is 05/30/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWSBX (Old Westbury Short-Term Bond) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OWSBX (Old Westbury Short-Term Bond) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart