Old Westbury Financials
| OWFIX Fund | USD 10.12 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 Pimco Inflation, Simt Multi-asset, Ab Bond, Ab Bond, and Ab Bond. The fund invests primarily in a diversified portfolio of investment-grade bonds and notes of any maturity. It invests at least 80 percent of its net assets, plus borrowings for investment purposes, in investment-grade fixed income securities including corporate, asset-backed, mortgage-backed, and U.S. government securities.Specialization | Intermediate Core Bond, Intermediate Core Bond |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US6804144060 |
| Business Address | Old Westbury Funds |
| Mutual Fund Family | Old Westbury |
| Mutual Fund Category | Intermediate Core Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 607 2200 |
| Currency | USD - US Dollar |
Old Westbury Key Financial Ratios
Old Financial Ratios Relationships
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. You can analyze the relationship between different fundamental ratios across Old Westbury competition to find correlations between indicators driving Old Westbury's intrinsic value. More Info.Old Westbury Fixed is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 84.13 of Year To Date Return per Annual Yield. 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 Westbury Fixed 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.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Old Westbury Fixed 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 Fixed 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 Fixed is part of several thematic ideas from Corporate Bonds Funds to Consumer Funds. 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. Get More Thematic IdeasOld Westbury Fixed is number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Intermediate Core Bond category is currently estimated at about 6.61 Billion. Old Westbury retains roughly 872.16 Million in net asset claiming about 13% of all funds under Intermediate Core Bond category.Old Westbury March 23, 2025 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 Fixed. We use our internally-developed statistical techniques to arrive at the intrinsic value of Old Westbury Fixed 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 | 0.2848 | |||
| Information Ratio | 0.2964 | |||
| Maximum Drawdown | 1.39 | |||
| Value At Risk | (0.40) | |||
| Potential Upside | 0.3953 |
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.
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules |