Nasdaq - Delayed Quote USD
Old Westbury Small & Mid Cap Strategies (OWSMX)
16.96
+0.12
+(0.71%)
At close: May 16 at 8:04:24 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.25% |
| 5y Average Return | 8.61% |
| Number of Years Up | 15 |
| Number of Years Down | 4 |
| Best 1Y Total Return (May 15, 2025) | 24.50% |
| Worst 1Y Total Return (May 15, 2025) | -- |
| Best 3Y Total Return | 24.50% |
| Worst 3Y Total Return | -3.00% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
OWSMX
Category
- YTD
- 0.31%
- 12.99%
- 1-Month
- 1.58%
- 1.30%
- 3-Month
- -2.90%
- 6.38%
- 1-Year
- 8.45%
- 53.27%
- 3-Year
- 4.05%
- 14.94%
- 5-Year
- 7.26%
- 15.72%
- 10-Year
- 5.07%
- 9.30%
- Last Bull Market
- 14.04%
- 18.45%
- Last Bear Market
- -17.27%
- -25.47%
Annual Total Return (%) History
Year
OWSMX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -1.25% | -- | -- | -- |
| 2024 | 4.54% | -1.86% | 7.83% | -2.59% |
| 2023 | 4.60% | 1.51% | -4.87% | 10.54% |
| 2022 | -9.53% | -17.27% | -6.51% | 10.71% |
| 2021 | 1.79% | 5.87% | -3.58% | 1.55% |
| 2020 | -24.78% | 23.72% | 8.76% | 20.62% |
| 2019 | 12.60% | 3.66% | -1.44% | 8.23% |
| 2018 | 0.24% | 1.96% | 2.45% | -15.87% |
| 2017 | 5.31% | 4.98% | 2.97% | 3.81% |
| 2016 | 0.20% | 3.15% | 5.33% | 0.04% |
| 2015 | 4.07% | 0.87% | -8.01% | 5.11% |
| 2014 | 1.46% | 2.67% | -4.86% | 3.01% |
| 2013 | 8.24% | -0.67% | 7.59% | 7.34% |
| 2012 | 13.07% | -6.49% | 5.29% | 5.39% |
| 2011 | 5.11% | 1.46% | -19.83% | 7.79% |
| 2010 | 4.70% | -8.15% | 15.96% | 11.32% |
| 2009 | -3.19% | 15.20% | 14.30% | 3.93% |
| 2008 | -7.51% | -0.22% | -7.39% | -11.55% |
| 2007 | 4.83% | 6.41% | -0.07% | -4.39% |
| 2006 | 11.40% | -3.86% | 1.47% | 11.01% |
| 2005 | 7.92% | 3.55% | -- | -- |
Rank in Category (By Total Return)
| YTD | 29 |
| 1-Month | 42 |
| 3-Month | 28 |
| 1-Year | 28 |
| 3-Year | 42 |
| 5-Year | 60 |
Load Adjusted Returns
| 1-Year | 8.45% |
| 3-Year | 4.05% |
| 5-Year | 7.26% |
| 10-Year | 5.07% |
Performance & Risk
| YTD Return | 5.25% |
| 5y Average Return | 8.61% |
| Rank in Category (ytd) | 29 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Small/Mid Stock |
| Fund Family | Old Westbury |
| Net Assets | 8.16B |
| YTD Return | 0.31% |
| Yield | 0.91% |
| Morningstar Rating | |
| Inception Date | Apr 05, 2005 |
Fund Summary
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. Under normal circumstances, the fund invests at least 80% of its net assets, including borrowings for investment purposes, in securities of small and medium capitalization companies.
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