OWSMX vs. OWFIX
Compare and contrast key facts about Old Westbury Small & Mid Cap Strategies Fund (OWSMX) and Old Westbury Fixed Income Fund (OWFIX).
OWSMX is managed by Old Westbury. It was launched on Apr 4, 2005. OWFIX is managed by Old Westbury. It was launched on Mar 12, 1998.
Performance
OWSMX vs. OWFIX - Performance Comparison
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OWSMX vs. OWFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OWSMX Old Westbury Small & Mid Cap Strategies Fund | -1.72% | 18.06% | 7.76% | 11.67% | -22.54% | 4.10% | 22.11% | 24.52% | -12.04% | 18.20% |
OWFIX Old Westbury Fixed Income Fund | -0.20% | 7.48% | 1.93% | 4.81% | -8.39% | -1.87% | 7.41% | 6.12% | 0.64% | 1.41% |
Returns By Period
In the year-to-date period, OWSMX achieves a -1.72% return, which is significantly lower than OWFIX's -0.20% return. Over the past 10 years, OWSMX has outperformed OWFIX with an annualized return of 6.82%, while OWFIX has yielded a comparatively lower 1.71% annualized return.
OWSMX
- 1D
- -0.52%
- 1M
- -11.58%
- YTD
- -1.72%
- 6M
- 0.89%
- 1Y
- 17.49%
- 3Y*
- 10.10%
- 5Y*
- 2.03%
- 10Y*
- 6.82%
OWFIX
- 1D
- 0.40%
- 1M
- -1.55%
- YTD
- -0.20%
- 6M
- 0.74%
- 1Y
- 3.61%
- 3Y*
- 3.84%
- 5Y*
- 1.01%
- 10Y*
- 1.71%
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OWSMX vs. OWFIX - Expense Ratio Comparison
OWSMX has a 1.10% expense ratio, which is higher than OWFIX's 0.57% expense ratio.
Return for Risk
OWSMX vs. OWFIX — Risk / Return Rank
OWSMX
OWFIX
OWSMX vs. OWFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Old Westbury Small & Mid Cap Strategies Fund (OWSMX) and Old Westbury Fixed Income Fund (OWFIX). 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.
| OWSMX | OWFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.38 | -0.31 |
Sortino ratioReturn per unit of downside risk | 1.56 | 2.13 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.26 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 3.08 | -1.78 |
Martin ratioReturn relative to average drawdown | 5.04 | 10.72 | -5.68 |
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
| OWSMX | OWFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.38 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.24 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.49 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.88 | -0.38 |
Correlation
The correlation between OWSMX and OWFIX is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
OWSMX vs. OWFIX - Dividend Comparison
OWSMX's dividend yield for the trailing twelve months is around 8.56%, more than OWFIX's 3.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OWSMX Old Westbury Small & Mid Cap Strategies Fund | 8.56% | 8.41% | 3.92% | 0.65% | 0.52% | 6.04% | 3.23% | 4.65% | 12.54% | 7.43% | 6.32% | 10.79% |
OWFIX Old Westbury Fixed Income Fund | 3.78% | 4.72% | 3.95% | 3.08% | 2.06% | 1.91% | 5.05% | 1.88% | 1.90% | 1.49% | 1.33% | 1.31% |
Drawdowns
OWSMX vs. OWFIX - Drawdown Comparison
The maximum OWSMX drawdown since its inception was -38.35%, which is greater than OWFIX's maximum drawdown of -12.88%. Use the drawdown chart below to compare losses from any high point for OWSMX and OWFIX.
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Drawdown Indicators
| OWSMX | OWFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.35% | -12.88% | -25.47% |
Max Drawdown (1Y)Largest decline over 1 year | -11.67% | -2.15% | -9.52% |
Max Drawdown (5Y)Largest decline over 5 years | -34.57% | -12.40% | -22.17% |
Max Drawdown (10Y)Largest decline over 10 years | -35.96% | -12.88% | -23.08% |
Current DrawdownCurrent decline from peak | -11.67% | -1.55% | -10.12% |
Average DrawdownAverage peak-to-trough decline | -8.23% | -2.26% | -5.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 0.62% | +2.39% |
Volatility
OWSMX vs. OWFIX - Volatility Comparison
Old Westbury Small & Mid Cap Strategies Fund (OWSMX) has a higher volatility of 5.40% compared to Old Westbury Fixed Income Fund (OWFIX) at 1.21%. This indicates that OWSMX's price experiences larger fluctuations and is considered to be riskier than OWFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OWSMX | OWFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.40% | 1.21% | +4.19% |
Volatility (6M)Calculated over the trailing 6-month period | 10.21% | 2.11% | +8.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 3.68% | +12.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.09% | 4.39% | +11.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 3.54% | +12.78% |