Old Westbury Small Fund Manager Performance Evaluation
The fund holds a Beta of 0.0, which implies not very significant fluctuations relative to the market. the returns on MARKET and Old Westbury are completely uncorrelated.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Old Westbury Small has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, Old Westbury is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Old Westbury Relative Risk vs. Return Landscape
If you would invest 0.00 in Old Westbury Small on December 22, 2024 and sell it today you would earn a total of 0.00 from holding Old Westbury Small or generate 0.0% return on investment over 90 days. Old Westbury Small is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Old, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Old Westbury Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Old Westbury's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Old Westbury Small, and traders can use it to determine the average amount a Old Westbury's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Old Westbury is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Old Westbury by adding Old Westbury to a well-diversified portfolio.
Old Westbury Fundamentals Growth
Old Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Old Westbury, and Old Westbury fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Old Mutual Fund performance.
| Price To Earning | 19.17 X | |||
| Price To Book | 2.23 X | |||
| Price To Sales | 1.33 X | |||
| Total Asset | 8.87 B | |||
About Old Westbury Performance
Evaluating Old Westbury's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Old Westbury has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Old Westbury has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests in a broad, diversified portfolio of securities of small and medium capitalization companies traded on a principal U.S. exchange or U.S. over-the-counter market, and securities of small and medium capitalization non-U.S. companies in foreign countries, including emerging market countries. Old Westbury is traded on NASDAQ Exchange in the United States.Things to note about Old Westbury Small performance evaluation
Checking the ongoing alerts about Old Westbury for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Old Westbury Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Old Westbury Small is not yet fully synchronised with the market data | |
| Old Westbury Small has some characteristics of a very speculative penny stock | |
| The fund maintains 96.23% of its assets in stocks |
- Analyzing Old Westbury's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Old Westbury's stock is overvalued or undervalued compared to its peers.
- Examining Old Westbury's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Old Westbury's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Old Westbury's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Old Westbury's mutual fund. These opinions can provide insight into Old Westbury's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as various price indices. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
Other Tools for Old Mutual Fund
When running Old Westbury's price analysis, check to measure Old Westbury's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Old Westbury is operating at the current time. Most of Old Westbury's value examination focuses on studying past and present price action to predict the probability of Old Westbury's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Old Westbury's price. Additionally, you may evaluate how the addition of Old Westbury to your portfolios can decrease your overall portfolio volatility.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |