Old Westbury

Statistics as of May 01, 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 Return ▼3yr Return1yr ReturnTotal Assets6M Money Flow
Intermediate Core Bond
Expense Ratio
0.57%
TTM Yield
3.9%
3yr Sharpe
-0.40
YTD Return
3.1%
3yr Return
7.4%
1yr Return
7.0%
Total Assets
$1B
6M Money Flow
$49M
Multisector Bond
Expense Ratio
0.91%
TTM Yield
5.9%
3yr Sharpe
-0.45
YTD Return
2.1%
3yr Return
3.2%
1yr Return
7.0%
Total Assets
$2B
6M Money Flow
-$113M
Short-Term Bond
Expense Ratio
0.37%
TTM Yield
4.1%
3yr Sharpe
-
YTD Return
2.1%
3yr Return
-
1yr Return
6.2%
Total Assets
$94M
6M Money Flow
$32M
Global Small/Mid Stock
Expense Ratio
1.13%
TTM Yield
0.9%
3yr Sharpe
-0.03
YTD Return
0.2%
3yr Return
12.5%
1yr Return
7.9%
Total Assets
$8B
6M Money Flow
-$669M
Muni National Interm
Expense Ratio
0.57%
TTM Yield
2.6%
3yr Sharpe
-0.55
YTD Return
0.0%
3yr Return
5.9%
1yr Return
1.9%
Total Assets
$4B
6M Money Flow
$17M
Muni New York Intermediate
Expense Ratio
0.57%
TTM Yield
2.4%
3yr Sharpe
-0.56
YTD Return
-0.1%
3yr Return
6.2%
1yr Return
1.9%
Total Assets
$591M
6M Money Flow
$11M
Muni California Intermediate
Expense Ratio
0.57%
TTM Yield
2.7%
3yr Sharpe
-0.56
YTD Return
-0.3%
3yr Return
6.3%
1yr Return
1.5%
Total Assets
$352M
6M Money Flow
-$16M
Global Large-Stock Growth
Expense Ratio
1.09%
TTM Yield
0.4%
3yr Sharpe
0.40
YTD Return
-1.6%
3yr Return
34.2%
1yr Return
12.5%
Total Assets
$23B
6M Money Flow
-$2B
Large Blend
Expense Ratio
0.98%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-1.8%
3yr Return
-
1yr Return
-
Total Assets
$143M
6M Money Flow
-
Large Growth
Expense Ratio
0.96%
TTM Yield
0.0%
3yr Sharpe
0.40
YTD Return
-4.4%
3yr Return
37.0%
1yr Return
9.8%
Total Assets
$3B
6M Money Flow
-$357M