Old Westbury Small Fund Manager Performance Evaluation
| OWSMX Fund | USD 17.33 0.14 0.81% |
The fund holds a Beta of 0.84, which implies possible diversification benefits within a given portfolio. 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
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Old Westbury Small are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Old Westbury is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | A look at some of Q3s biggest subadvisor changes - Citywire Professional Buyer | 10/01/2024 |
| Expense Ratio | 1.1300 |
Old |
Old Westbury Relative Risk vs. Return Landscape
If you would invest 1,667 in Old Westbury Small on August 28, 2024 and sell it today you would earn a total of 66.00 from holding Old Westbury Small or generate 3.96% return on investment over 90 days. Old Westbury Small is currently producing 0.0644% returns and takes up 0.7435% volatility of returns over 90 trading days. Put another way, 6% 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 Small holds a recent Real Value of $17.2 per share. The prevailing price of the fund is $17.33. We determine the value of Old Westbury Small 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 17.33 | Real 17.2 | Hype 17.32 | Naive 16.98 |
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 Small 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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Old Westbury's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Old Westbury Small, and traders can use it to determine the average amount a Old Westbury's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0866
| Best Portfolio | Best Equity | |||
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| Cash | OWSMX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Old Westbury is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Old Westbury by adding it to a well-diversified portfolio.
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.
| Price To Earning | 19.17 X | ||||
| Price To Book | 2.23 X | ||||
| Price To Sales | 1.33 X | ||||
| Total Asset | 8.87 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 invests in a broad, diversified portfolio of securities of small and medium capitalization companies traded on a principal U.S. exchange or U.S. over-the-counter market, and securities of small and medium capitalization non-U.S. companies in foreign countries, including emerging market countries. Under normal circumstances, the fund invests at least 80 percent of its net assets, including borrowings for investment purposes, in securities of small and medium capitalization companies.Things to note about Old Westbury Small 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 Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -3.0% | |
| Old Westbury Small maintains 96.23% of its assets in stocks |
- 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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