OWLSX vs. FGIAX
Compare and contrast key facts about Old Westbury Large Cap Strategies Fund (OWLSX) and Nuveen Global Infrastructure Fund Class A (FGIAX).
OWLSX is managed by Old Westbury. It was launched on Oct 21, 1993. FGIAX is a passively managed fund by Nuveen that tracks the performance of the S&P Global Infrastructure Index NR. It was launched on Dec 17, 2007.
Performance
OWLSX vs. FGIAX - Performance Comparison
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OWLSX vs. FGIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OWLSX Old Westbury Large Cap Strategies Fund | -6.48% | 17.61% | 20.86% | 19.74% | -22.15% | 17.26% | 15.36% | 25.19% | -8.59% | 19.40% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.53% | 17.73% | 10.70% | 8.51% | -6.23% | 14.51% | -2.76% | 29.32% | -7.91% | 19.40% |
Returns By Period
In the year-to-date period, OWLSX achieves a -6.48% return, which is significantly lower than FGIAX's 9.53% return. Both investments have delivered pretty close results over the past 10 years, with OWLSX having a 9.13% annualized return and FGIAX not far behind at 8.70%.
OWLSX
- 1D
- -0.26%
- 1M
- -9.24%
- YTD
- -6.48%
- 6M
- -4.42%
- 1Y
- 13.25%
- 3Y*
- 14.38%
- 5Y*
- 7.01%
- 10Y*
- 9.13%
FGIAX
- 1D
- 0.53%
- 1M
- -3.78%
- YTD
- 9.53%
- 6M
- 10.02%
- 1Y
- 20.91%
- 3Y*
- 14.03%
- 5Y*
- 10.45%
- 10Y*
- 8.70%
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OWLSX vs. FGIAX - Expense Ratio Comparison
OWLSX has a 1.09% expense ratio, which is lower than FGIAX's 1.21% expense ratio.
Return for Risk
OWLSX vs. FGIAX — Risk / Return Rank
OWLSX
FGIAX
OWLSX vs. FGIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Old Westbury Large Cap Strategies Fund (OWLSX) and Nuveen Global Infrastructure Fund Class A (FGIAX). 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.
| OWLSX | FGIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.06 | 1.75 | -1.69 |
Sortino ratioReturn per unit of downside risk | 2.21 | 2.26 | -0.05 |
Omega ratioGain probability vs. loss probability | 2.10 | 1.35 | +0.75 |
Calmar ratioReturn relative to maximum drawdown | 0.16 | 2.61 | -2.44 |
Martin ratioReturn relative to average drawdown | 0.23 | 12.12 | -11.89 |
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
| OWLSX | FGIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.06 | 1.75 | -1.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.80 | -0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.13 | 0.58 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.42 | -0.33 |
Correlation
The correlation between OWLSX and FGIAX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
OWLSX vs. FGIAX - Dividend Comparison
OWLSX's dividend yield for the trailing twelve months is around 13.38%, more than FGIAX's 9.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OWLSX Old Westbury Large Cap Strategies Fund | 13.38% | 12.51% | 5.79% | 0.55% | 0.61% | 6.60% | 1.38% | 4.94% | 4.65% | 5.86% | 1.81% | 2.40% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.12% | 9.99% | 7.46% | 2.27% | 6.11% | 7.20% | 1.38% | 7.06% | 6.32% | 5.83% | 8.23% | 3.05% |
Drawdowns
OWLSX vs. FGIAX - Drawdown Comparison
The maximum OWLSX drawdown since its inception was -68.17%, which is greater than FGIAX's maximum drawdown of -49.35%. Use the drawdown chart below to compare losses from any high point for OWLSX and FGIAX.
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Drawdown Indicators
| OWLSX | FGIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.17% | -49.35% | -18.82% |
Max Drawdown (1Y)Largest decline over 1 year | -68.17% | -8.29% | -59.88% |
Max Drawdown (5Y)Largest decline over 5 years | -68.17% | -21.08% | -47.09% |
Max Drawdown (10Y)Largest decline over 10 years | -68.17% | -38.02% | -30.15% |
Current DrawdownCurrent decline from peak | -68.17% | -3.78% | -64.39% |
Average DrawdownAverage peak-to-trough decline | -19.33% | -7.22% | -12.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 48.44% | 1.78% | +46.66% |
Volatility
OWLSX vs. FGIAX - Volatility Comparison
Old Westbury Large Cap Strategies Fund (OWLSX) has a higher volatility of 4.40% compared to Nuveen Global Infrastructure Fund Class A (FGIAX) at 4.05%. This indicates that OWLSX's price experiences larger fluctuations and is considered to be riskier than FGIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OWLSX | FGIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.40% | 4.05% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 8.80% | 7.09% | +1.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 214.82% | 12.28% | +202.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 96.91% | 13.08% | +83.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 69.48% | 15.17% | +54.31% |