Old Westbury Financial Statements From 2010 to 2025
| OWACX Fund | USD 24.57 0.29 1.17% |
Check Old Westbury financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Old Westbury's main balance sheet or income statement drivers, such as , as well as many indicators such as . Old financial statements analysis is a perfect complement when working with Old Westbury Valuation or Volatility modules.
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Old Westbury All Mutual Fund Year To Date Return Analysis
Old Westbury's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Old Westbury Year To Date Return | 1.38 % |
Most of Old Westbury's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Old Westbury All is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, Old Westbury All has a Year To Date Return of 1.3845%. This is much higher than that of the Old Westbury family and significantly higher than that of the Large Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Old Westbury All Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Old Westbury's current stock value. Our valuation model uses many indicators to compare Old Westbury value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Old Westbury competition to find correlations between indicators driving Old Westbury's intrinsic value. More Info.Old Westbury All is number one fund in year to date return among similar funds. It also is number one fund in one year return among similar funds reporting about 3.22 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Old Westbury's earnings, one of the primary drivers of an investment's value.About Old Westbury Financial Statements
Old Westbury investors use historical fundamental indicators, such as Old Westbury's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Old Westbury. Please read more on our technical analysis and fundamental analysis pages.
The fund pursues its investment goal by investing in a diversified portfolio of equity and equity-related securities of any market capitalization. It has no restrictions as to the size of the companies in which it invests. The fund may invest in what generally are considered small-cap stocks, mid-cap stocks and large-cap stocks. It invests in a portfolio of securities the Adviser believes has the potential for long-term capital appreciation. The fund invests primarily in securities listed on securities exchanges or actively traded in over-the-counter markets.
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Other Information on Investing in Old Mutual Fund
Old Westbury financial ratios help investors to determine whether Old Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Old with respect to the benefits of owning Old Westbury security.
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