OWLSX
Old Westbury LargeCap Strategies
$20.09
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large Growth |
|---|---|
| Market Cap | 24474.643M |
| 52 Week High | 20.1 |
| 52 Week Low | 14.976 |
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Key Data
| Symbol | OWLSX |
|---|---|
| Type | Mutual Fund |
| Category | World Large Growth |
| Price | 20.09 |
| Price Yesterday | 20.09 |
| Market Cap | 24,474.64 |
| YTD Return | 15.73% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0111 |
Overview
| 52 Week High | 20.10 |
|---|---|
| 52 Week Low | 14.98 |
| Market Cap | 24,474.64M |
| Shares Outstanding | 1,218.25M |
| Income Dividend Yield | 0.48% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.48% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 119.14% |
| One Months | 47.53% |
| Three Months | 24.67% |
| Six Months | 36.99% |
| Nine Months | 39.31% |
| One Year | 24.89% |
| Three Years | 4.15% |
| Five Years | 9.29% |
| Ten Years | 7.70% |
| YTD | 32.76% |
| Since Inception | 4.81% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.57% |
| One Month | 3.13% |
| Three Months | 5.57% |
| Six Months | 16.73% |
| Nine Months | 27.86% |
| One Year | 24.86% |
| Three Years | 12.89% |
| Five Years | 55.71% |
| Ten Years | 109.49% |
| YTD | 15.73% |
| Since Inception | 318.37% |
Yearly Returns
| 2024 | 15.73% |
|---|---|
| 2023 | 19.73% |
| 2022 | -22.14% |
| 2021 | 17.34% |
| 2020 | 15.34% |
| 2019 | 25.18% |
| 2018 | -8.59% |
| 2017 | 19.39% |
| 2016 | 4.73% |
| 2015 | -1.09% |
Risk against SP-DA
| Alpha | -3.19% |
|---|---|
| Beta | 0.97 |
| Correlation | 98.59% |
| Downside Deviation | 3.06% |
| Coefficient of determination | 97.20% |
| Standard Deviation | 3.17% |
| Sharpe Ratio | -0.35 |
| Sortino | -1.25 |
| Treynor | 20.06 |
| Ulcer Index | 3.49 |
| Ulcer Performance Index | -1.1 |