Old Westbury

Statistics as of May 27, 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
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.5%
3yr Return
-
1yr Return
-
Total Assets
$143M
6M Money Flow
-
Large Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.40
YTD Return
-0.9%
3yr Return
42.0%
1yr Return
8.0%
Total Assets
$3B
6M Money Flow
-$357M
Global Large-Stock Growth
Expense Ratio
0.00%
TTM Yield
0.4%
3yr Sharpe
0.40
YTD Return
3.2%
3yr Return
41.2%
1yr Return
11.6%
Total Assets
$24B
6M Money Flow
-$2B
Global Small/Mid Stock
Expense Ratio
0.00%
TTM Yield
0.9%
3yr Sharpe
-0.03
YTD Return
6.0%
3yr Return
20.3%
1yr Return
9.7%
Total Assets
$8B
6M Money Flow
-$669M
Short-Term Bond
Expense Ratio
0.00%
TTM Yield
4.1%
3yr Sharpe
-
YTD Return
2.0%
3yr Return
-
1yr Return
5.6%
Total Assets
$96M
6M Money Flow
$32M
Intermediate Core Bond
Expense Ratio
0.00%
TTM Yield
3.9%
3yr Sharpe
-0.40
YTD Return
2.4%
3yr Return
5.9%
1yr Return
5.7%
Total Assets
$1B
6M Money Flow
$49M
Multisector Bond
Expense Ratio
0.00%
TTM Yield
5.9%
3yr Sharpe
-0.45
YTD Return
1.6%
3yr Return
2.9%
1yr Return
5.3%
Total Assets
$2B
6M Money Flow
-$113M
Muni National Interm
Expense Ratio
0.00%
TTM Yield
2.6%
3yr Sharpe
-0.55
YTD Return
0.2%
3yr Return
4.8%
1yr Return
2.5%
Total Assets
$4B
6M Money Flow
$17M
Muni California Intermediate
Expense Ratio
0.00%
TTM Yield
2.7%
3yr Sharpe
-0.56
YTD Return
-0.1%
3yr Return
5.2%
1yr Return
2.3%
Total Assets
$356M
6M Money Flow
-$16M
Muni New York Intermediate
Expense Ratio
0.00%
TTM Yield
2.4%
3yr Sharpe
-0.56
YTD Return
0.1%
3yr Return
5.1%
1yr Return
2.6%
Total Assets
$594M
6M Money Flow
$11M