Old Westbury Financial Statements From 2010 to 2026

OWCIX Fund  USD 8.06  0.02  0.25%   
Old Westbury's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Old Westbury's valuation are provided below:
Old Westbury Credit does not presently have any trending fundamental ratios for analysis.
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.
  
This module can also supplement various Old Westbury Technical models . Check out the analysis of Old Westbury Correlation against competitors.

Old Westbury Credit Mutual Fund Annual Yield Analysis

Old Westbury's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Yield

 = 

Income from Security

Current Share Price

More About Annual Yield | All Equity Analysis

Current Old Westbury Annual Yield

    
  0.06 %  
Most of Old Westbury's fundamental indicators, such as Annual Yield, 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 Credit is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Competition

In accordance with the recently published financial statements, Old Westbury Credit has an Annual Yield of 0.0564%. This is much higher than that of the Old Westbury family and significantly higher than that of the Multisector Bond category. The annual yield for all United States funds is notably lower than that of the firm.

Old Westbury Credit 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 Credit is number one fund in annual yield among similar funds. It also is number one fund in net asset among similar funds making up about  39,993,382,128  of Net Asset per Annual Yield. 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, under normal market circumstances invests at least 80 percent of its net assets in credit instruments and derivative instruments that are linked to, or provide investment exposure to, credit instruments, including short exposure. Old Westbury is traded on NASDAQ Exchange in the United States.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

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.
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume