Old Westbury

Statistics as of Apr 04, 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 Sharpe ▼YTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Growth
Expense Ratio
0.96%
TTM Yield
0.0%
3yr Sharpe
0.18
YTD Return
-13.1%
3yr Return
11.1%
1yr Return
-3.7%
Total Assets
$3B
6M Money Flow
-$207M
Global Large-Stock Growth
Expense Ratio
1.09%
TTM Yield
0.5%
3yr Sharpe
0.12
YTD Return
-11.1%
3yr Return
7.6%
1yr Return
-0.9%
Total Assets
$21B
6M Money Flow
-$1B
Global Small/Mid Stock
Expense Ratio
1.13%
TTM Yield
1.0%
3yr Sharpe
-0.23
YTD Return
-8.4%
3yr Return
-7.3%
1yr Return
-4.1%
Total Assets
$8B
6M Money Flow
-$251M
Intermediate Core Bond
Expense Ratio
0.57%
TTM Yield
3.9%
3yr Sharpe
-0.56
YTD Return
3.4%
3yr Return
6.1%
1yr Return
6.3%
Total Assets
$1B
6M Money Flow
$50M
Multisector Bond
Expense Ratio
0.91%
TTM Yield
5.8%
3yr Sharpe
-0.60
YTD Return
3.3%
3yr Return
0.0%
1yr Return
6.5%
Total Assets
$2B
6M Money Flow
-$144M
Muni New York Intermediate
Expense Ratio
0.57%
TTM Yield
2.4%
3yr Sharpe
-0.63
YTD Return
1.2%
3yr Return
5.6%
1yr Return
2.6%
Total Assets
$604M
6M Money Flow
$12M
Muni California Intermediate
Expense Ratio
0.57%
TTM Yield
2.7%
3yr Sharpe
-0.65
YTD Return
1.0%
3yr Return
5.6%
1yr Return
2.3%
Total Assets
$375M
6M Money Flow
$2M
Muni National Interm
Expense Ratio
0.57%
TTM Yield
2.6%
3yr Sharpe
-0.65
YTD Return
1.2%
3yr Return
5.2%
1yr Return
2.6%
Total Assets
$4B
6M Money Flow
$65M
Large Blend
Expense Ratio
0.98%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-5.6%
3yr Return
-
1yr Return
-
Total Assets
$112M
6M Money Flow
-
Short-Term Bond
Expense Ratio
0.37%
TTM Yield
4.1%
3yr Sharpe
-
YTD Return
1.9%
3yr Return
-
1yr Return
5.7%
Total Assets
$87M
6M Money Flow
$47M