Old Westbury Credit Fund Manager Performance Evaluation
| OWCIX Fund | USD 8.02 0.01 0.12% |
The fund holds a Beta of 0.11, which implies not very significant fluctuations relative to the market. As returns on the market increase, Old Westbury's returns are expected to increase less than the market. However, during the bear market, the loss of holding Old Westbury is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Old Westbury Credit has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Old Westbury is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreOld |
Old Westbury Relative Risk vs. Return Landscape
If you would invest 809.00 in Old Westbury Credit on November 5, 2025 and sell it today you would lose (7.00) from holding Old Westbury Credit or give up 0.87% of portfolio value over 90 days. Old Westbury Credit is currently producing negative expected returns and takes up 0.2358% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Old, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Old Westbury Current Valuation
Fairly Valued
Today
Please note that Old Westbury's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Old Westbury Credit holds a recent Real Value of $8.04 per share. The prevailing price of the fund is $8.02. We determine the value of Old Westbury Credit from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Old Westbury is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Old Mutual Fund. However, Old Westbury's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 8.02 | Real 8.04 | Hype 8.04 | Naive 7.98 |
The intrinsic value of Old Westbury's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Old Westbury's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Old Westbury Credit helps investors to forecast how Old mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Old Westbury more accurately as focusing exclusively on Old Westbury's fundamentals will not take into account other important factors: Old Westbury Target Price Odds to finish over Current Price
The tendency of Old Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 8.02 | 90 days | 8.02 | about 83.0 |
Based on a normal probability distribution, the odds of Old Westbury to move above the current price in 90 days from now is about 83.0 (This Old Westbury Credit probability density function shows the probability of Old Mutual Fund to fall within a particular range of prices over 90 days) .
Old Westbury Price Density |
| Price |
Predictive Modules for Old Westbury
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Old Westbury Credit. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Old Westbury Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Old Westbury is not an exception. The market had few large corrections towards the Old Westbury's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Old Westbury Credit, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Old Westbury within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.05 | |
β | Beta against Dow Jones | 0.11 | |
σ | Overall volatility | 0.05 | |
Ir | Information ratio | -0.37 |
Old Westbury Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Old Westbury for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Old Westbury Credit can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Old Westbury Credit generated a negative expected return over the last 90 days | |
| The fund maintains about 14.03% of its assets in cash |
Old Westbury Fundamentals Growth
Old Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Old Westbury, and Old Westbury fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Old Mutual Fund performance.
| Total Asset | 3.07 B | |||
About Old Westbury Performance
Evaluating Old Westbury's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Old Westbury has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Old Westbury has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to 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. It may invest in debt or debt linked instruments of any credit rating, and there are no limits on the funds investments in high-yield bonds. The fund is non-diversified.Things to note about Old Westbury Credit performance evaluation
Checking the ongoing alerts about Old Westbury for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Old Westbury Credit help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Old Westbury Credit generated a negative expected return over the last 90 days | |
| The fund maintains about 14.03% of its assets in cash |
- Analyzing Old Westbury's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Old Westbury's stock is overvalued or undervalued compared to its peers.
- Examining Old Westbury's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Old Westbury's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Old Westbury's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Old Westbury's mutual fund. These opinions can provide insight into Old Westbury's potential for growth and whether the stock is currently undervalued or overvalued.
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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