OWCIX vs. OWSMX
Compare and contrast key facts about Old Westbury Credit Income Fund (OWCIX) and Old Westbury Small & Mid Cap Strategies Fund (OWSMX).
OWCIX is managed by Old Westbury. It was launched on Sep 30, 2020. OWSMX is managed by Old Westbury. It was launched on Apr 4, 2005.
Performance
OWCIX vs. OWSMX - Performance Comparison
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OWCIX vs. OWSMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
OWCIX Old Westbury Credit Income Fund | 0.06% | 9.35% | 2.32% | 6.42% | -16.20% | 2.77% | 2.78% |
OWSMX Old Westbury Small & Mid Cap Strategies Fund | 1.26% | 18.06% | 7.76% | 11.67% | -22.54% | 4.10% | 14.81% |
Returns By Period
In the year-to-date period, OWCIX achieves a 0.06% return, which is significantly lower than OWSMX's 1.26% return.
OWCIX
- 1D
- 0.38%
- 1M
- -1.79%
- YTD
- 0.06%
- 6M
- 0.47%
- 1Y
- 4.33%
- 3Y*
- 5.04%
- 5Y*
- 0.86%
- 10Y*
- —
OWSMX
- 1D
- 3.04%
- 1M
- -8.32%
- YTD
- 1.26%
- 6M
- 4.07%
- 1Y
- 20.61%
- 3Y*
- 11.21%
- 5Y*
- 2.32%
- 10Y*
- 7.14%
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OWCIX vs. OWSMX - Expense Ratio Comparison
OWCIX has a 0.85% expense ratio, which is lower than OWSMX's 1.10% expense ratio.
Return for Risk
OWCIX vs. OWSMX — Risk / Return Rank
OWCIX
OWSMX
OWCIX vs. OWSMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Old Westbury Credit Income Fund (OWCIX) and Old Westbury Small & Mid Cap Strategies Fund (OWSMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| OWCIX | OWSMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.32 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.90 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.28 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.28 | 1.62 | +0.67 |
Martin ratioReturn relative to average drawdown | 7.65 | 6.30 | +1.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OWCIX | OWSMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.32 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.14 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.44 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.51 | -0.34 |
Correlation
The correlation between OWCIX and OWSMX is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
OWCIX vs. OWSMX - Dividend Comparison
OWCIX's dividend yield for the trailing twelve months is around 5.31%, less than OWSMX's 8.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OWCIX Old Westbury Credit Income Fund | 5.31% | 7.01% | 5.83% | 5.44% | 5.30% | 3.91% | 1.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
OWSMX Old Westbury Small & Mid Cap Strategies Fund | 8.30% | 8.41% | 3.92% | 0.65% | 0.52% | 6.04% | 3.23% | 4.65% | 12.54% | 7.43% | 6.32% | 10.79% |
Drawdowns
OWCIX vs. OWSMX - Drawdown Comparison
The maximum OWCIX drawdown since its inception was -19.92%, smaller than the maximum OWSMX drawdown of -38.35%. Use the drawdown chart below to compare losses from any high point for OWCIX and OWSMX.
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Drawdown Indicators
| OWCIX | OWSMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.92% | -38.35% | +18.43% |
Max Drawdown (1Y)Largest decline over 1 year | -3.75% | -11.67% | +7.92% |
Max Drawdown (5Y)Largest decline over 5 years | -19.92% | -34.57% | +14.65% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.96% | — |
Current DrawdownCurrent decline from peak | -2.15% | -8.98% | +6.83% |
Average DrawdownAverage peak-to-trough decline | -7.83% | -8.23% | +0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.12% | 3.00% | -1.88% |
Volatility
OWCIX vs. OWSMX - Volatility Comparison
The current volatility for Old Westbury Credit Income Fund (OWCIX) is 2.08%, while Old Westbury Small & Mid Cap Strategies Fund (OWSMX) has a volatility of 6.48%. This indicates that OWCIX experiences smaller price fluctuations and is considered to be less risky than OWSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OWCIX | OWSMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.08% | 6.48% | -4.40% |
Volatility (6M)Calculated over the trailing 6-month period | 3.15% | 10.62% | -7.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.72% | 16.07% | -10.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.15% | 16.15% | -10.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.96% | 16.35% | -10.39% |