Old Westbury Large Fund Manager Performance Evaluation
| OWLSX Fund | USD 20.91 0.03 0.14% |
The fund holds a Beta of -0.0345, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Old Westbury are expected to decrease at a much lower rate. During the bear market, Old Westbury is likely to outperform the market.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Old Westbury Large are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Old Westbury may actually be approaching a critical reversion point that can send shares even higher in July 2025.
...more| Expense Ratio | 1.0900 |
Old |
Old Westbury Relative Risk vs. Return Landscape
If you would invest 1,945 in Old Westbury Large on March 14, 2025 and sell it today you would earn a total of 146.00 from holding Old Westbury Large or generate 7.51% return on investment over 90 days. Old Westbury Large is currently producing 0.1289% returns and takes up 1.5781% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Old, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Old Westbury Current Valuation
Overvalued
Today
Please note that Old Westbury's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Old Westbury Large holds a recent Real Value of $18.59 per share. The prevailing price of the fund is $20.91. We determine the value of Old Westbury Large from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Old Westbury is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Old Mutual Fund. However, Old Westbury's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 20.91 | Real 18.59 | Hype 18.35 | Naive 21.47 |
The intrinsic value of Old Westbury's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Old Westbury's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Old Westbury Large helps investors to forecast how Old mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Old Westbury more accurately as focusing exclusively on Old Westbury's fundamentals will not take into account other important factors: 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 Large, 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 = 0.0817
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | OWLSX | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.58 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Old Westbury is performing at about 6% of its full potential. 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 it 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 | 18.96 X | ||||
| Price To Book | 2.73 X | ||||
| Price To Sales | 1.88 X | ||||
| Total Asset | 25.43 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets, including any borrowings for investment purposes, in securities of large capitalization companies. The Adviser currently defines large capitalization companies as companies having, at the time of initial investment, a market capitalization equal to or greater than the largest 70 percent by market capitalization of the companies that comprise the MSCI ACWI Investable Market Index .Things to note about Old Westbury Large 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 Large help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Old Westbury's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Old Westbury's mutual fund performance include:- 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.
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.
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