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Old Westbury Small & Mid Cap Strategies (OWSMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.94+0.05 (+0.31%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.98%
5-year average return3.87%
Number of years up14
Number of years down4
Best 1-yr total return (2 Jul 2024)32.47%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return32.47%
Worst 3-yr total return-3.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOWSMXCategory
YTD2.59%12.99%
1-month-1.25%1.30%
3-month-1.86%6.38%
1-year7.88%53.27%
3-year-4.58%14.94%
5-year4.05%15.72%
10-year4.85%9.30%
Last bull market22.17%18.45%
Last bear market-17.27%-25.47%

Annual total return (%) history

Year
OWSMXCategory
2024
N/AN/A
2023
11.66%N/A
2022
-22.54%N/A
2021
5.52%N/A
2020
22.09%24.89%
2019
24.50%26.49%
2018
-11.90%-14.25%
2017
18.18%25.44%
2016
8.91%9.32%
2015
1.50%-1.23%
2014
2.09%-0.42%
2013
24.16%30.99%
2012
17.32%18.46%
2011
-7.84%-11.76%
2010
24.13%20.56%
2009
32.47%47.20%
2008
-24.40%-44.69%
2007
6.59%9.94%
2006
20.65%19.63%
2005
N/A14.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.54%-1.86%N/AN/A
20234.60%1.51%-4.87%10.54%
2022-9.53%-17.27%-6.51%10.71%
20211.79%5.87%-3.58%1.55%
2020-24.78%23.72%8.76%20.62%
201912.60%3.66%-1.44%8.23%
20180.24%1.96%2.45%-15.87%
20175.31%4.98%2.97%3.81%
20160.20%3.15%5.33%0.04%
20154.07%0.87%-8.01%5.11%
20141.46%2.67%-4.86%3.01%
20138.24%-0.67%7.59%7.34%
201213.07%-6.49%5.29%5.39%
20115.11%1.46%-19.83%7.79%
20104.70%-8.15%15.96%11.32%
2009-3.19%15.20%14.30%3.93%
2008-7.51%-0.22%-7.39%-11.55%
20074.83%6.41%-0.07%-4.39%
200611.40%-3.86%1.47%11.01%
20057.92%3.55%N/AN/A

Rank in category (by total return)

YTD35
1-month40
3-month47
1-year42
3-year48
5-year82

Load adjusted returns

1-year7.88%
3-year-4.58%
5-year4.05%
10-year4.85%