Old Westbury Financials
| OWSBX Fund | 10.16 0.01 0.1% |
Old |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Old Westbury Fund Summary
Old Westbury competes with American Century, Fidelity Capital, Pioneer High, Western Asset, and Pace High. The fund invests primarily in a diversified portfolio of short- and intermediate-term investment-grade bonds and notes. The fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, in investment-grade fixed income securities including sovereign, corporate, asset-backed, money market securities, bank obligations, foreign securities, and U.S. government securities.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Old Westbury |
| Mutual Fund Category | Short-Term Bond |
| Benchmark | Dow Jones Industrial |
Old Westbury Short Systematic Risk
Old Westbury's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Old Westbury volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Old Westbury Short correlated with the market. If Beta is less than 0 Old Westbury generally moves in the opposite direction as compared to the market. If Old Westbury Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Old Westbury Short is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Old Westbury is generally in the same direction as the market. If Beta > 1 Old Westbury moves generally in the same direction as, but more than the movement of the benchmark.
Old Westbury Thematic Clasifications
Old Westbury Short Term is part of Long Short Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in assets with both short and long positions. Funds or Etfs that are designed to hedge away market risk by investing in combination of bonds, stocks, derivative instruments as well as short positions to maximize returns irrespective of market conditions
This theme covers Funds investing in assets with both short and long positions. Funds or Etfs that are designed to hedge away market risk by investing in combination of bonds, stocks, derivative instruments as well as short positions to maximize returns irrespective of market conditions. Get More Thematic Ideas
| Long Short Funds | View |
Old Westbury November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Old Westbury help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Old Westbury Short Term. We use our internally-developed statistical techniques to arrive at the intrinsic value of Old Westbury Short Term based on widely used predictive technical indicators. In general, we focus on analyzing Old Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Old Westbury's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1301 | |||
| Information Ratio | (1.12) | |||
| Maximum Drawdown | 0.4922 | |||
| Value At Risk | (0.1) | |||
| Potential Upside | 0.1963 |
Other Information on Investing in Old Mutual Fund
Old Westbury financial ratios help investors to determine whether Old Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Old with respect to the benefits of owning Old Westbury security.
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