Old Westbury

Statistics as of Apr 02, 2025

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Found total of 10 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Blend
Expense Ratio
0.98%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-2.4%
3yr Return
-
1yr Return
-
Total Assets
$123M
6M Money Flow
-
Large Growth
Expense Ratio
0.96%
TTM Yield
0.0%
3yr Sharpe
0.18
YTD Return
-3.4%
3yr Return
24.4%
1yr Return
6.0%
Total Assets
$3B
6M Money Flow
-$207M
Global Large-Stock Growth
Expense Ratio
1.09%
TTM Yield
0.4%
3yr Sharpe
0.12
YTD Return
-2.2%
3yr Return
19.6%
1yr Return
8.2%
Total Assets
$24B
6M Money Flow
-$1B
Global Small/Mid Stock
Expense Ratio
1.13%
TTM Yield
0.9%
3yr Sharpe
-0.23
YTD Return
-0.1%
3yr Return
1.8%
1yr Return
4.4%
Total Assets
$9B
6M Money Flow
-$251M
Short-Term Bond
Expense Ratio
0.37%
TTM Yield
4.1%
3yr Sharpe
-
YTD Return
1.6%
3yr Return
-
1yr Return
5.5%
Total Assets
$87M
6M Money Flow
$47M
Intermediate Core Bond
Expense Ratio
0.57%
TTM Yield
3.9%
3yr Sharpe
-0.56
YTD Return
2.7%
3yr Return
5.4%
1yr Return
5.9%
Total Assets
$1B
6M Money Flow
$50M
Multisector Bond
Expense Ratio
0.91%
TTM Yield
5.8%
3yr Sharpe
-0.60
YTD Return
3.2%
3yr Return
-0.2%
1yr Return
6.8%
Total Assets
$2B
6M Money Flow
-$144M
Muni National Interm
Expense Ratio
0.57%
TTM Yield
2.6%
3yr Sharpe
-0.65
YTD Return
0.5%
3yr Return
4.4%
1yr Return
1.9%
Total Assets
$4B
6M Money Flow
$65M
Muni California Intermediate
Expense Ratio
0.57%
TTM Yield
2.7%
3yr Sharpe
-0.65
YTD Return
0.3%
3yr Return
5.0%
1yr Return
1.6%
Total Assets
$372M
6M Money Flow
$2M
Muni New York Intermediate
Expense Ratio
0.57%
TTM Yield
2.4%
3yr Sharpe
-0.63
YTD Return
0.4%
3yr Return
4.9%
1yr Return
1.9%
Total Assets
$599M
6M Money Flow
$12M