Old Westbury Net Asset vs. Five Year Return

OWACX Fund  USD 29.12  0.06  0.21%   
Based on the key profitability measurements obtained from Old Westbury's financial statements, Old Westbury All may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Old Westbury's ability to earn profits and add value for shareholders.
For Old Westbury profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Old Westbury to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Old Westbury All utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Old Westbury's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Old Westbury All over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Old Westbury's value and its price as these two are different measures arrived at by different means. Investors typically determine if Old Westbury is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Old Westbury's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Old Westbury All Five Year Return vs. Net Asset Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Old Westbury's current stock value. Our valuation model uses many indicators to compare Old Westbury value to that of its competitors to determine the firm's financial worth.
Old Westbury All is number one fund in net asset among similar funds. It also is number one fund in five year return among similar funds . The ratio of Net Asset to Five Year Return for Old Westbury All is about  135,704,165 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Old Westbury's earnings, one of the primary drivers of an investment's value.

Old Five Year Return vs. Net Asset

Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.

Old Westbury

Net Asset

 = 

Current Market Value

-

Current Liabilities

 = 
B
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Old Westbury

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
14.73 %
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

Old Five Year Return Comparison

Old Westbury is currently under evaluation in five year return among similar funds.

Old Westbury Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Old Westbury, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Old Westbury will eventually generate negative long term returns. The profitability progress is the general direction of Old Westbury's change in net profit over the period of time. It can combine multiple indicators of Old Westbury, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund pursues its investment goal by investing in a diversified portfolio of equity and equity-related securities of any market capitalization. It has no restrictions as to the size of the companies in which it invests. The fund may invest in what generally are considered small-cap stocks, mid-cap stocks and large-cap stocks. It invests in a portfolio of securities the Adviser believes has the potential for long-term capital appreciation. The fund invests primarily in securities listed on securities exchanges or actively traded in over-the-counter markets.

Old Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Old Westbury. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Old Westbury position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Old Westbury's important profitability drivers and their relationship over time.

Use Old Westbury in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Old Westbury position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Old Westbury will appreciate offsetting losses from the drop in the long position's value.

Old Westbury Pair Trading

Old Westbury All Pair Trading Analysis

The ability to find closely correlated positions to Old Westbury could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Old Westbury when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Old Westbury - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Old Westbury All to buy it.
The correlation of Old Westbury is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Old Westbury moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Old Westbury All moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Old Westbury can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Old Westbury position

In addition to having Old Westbury in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Other Information on Investing in Old Mutual Fund

To fully project Old Westbury's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Old Westbury All at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Old Westbury's income statement, its balance sheet, and the statement of cash flows.
Potential Old Westbury investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Old Westbury investors may work on each financial statement separately, they are all related. The changes in Old Westbury's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Old Westbury's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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