OWMAX - Old Westbury Multi-Asset Opportunities Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return5.92%
5-Year Average Return3.88%
Number of Years Up7
Number of Years Down4
Best 1 Yr Total Return (Jan 31, 2019)21.26%
Worst 1 Yr Total Return (Jan 31, 2019)-34.03%
Best 3-Yr Total Return21.26%
Worst 3-Yr Total Return-2.40%

Trailing Returns (%) Vs. Benchmarks

ReturnOWMAXCategory
YTD12.28%10.65%
1-Month1.47%1.23%
3-Month1.61%0.07%
1-Year6.65%1.75%
3-Year6.30%5.21%
5-Year3.95%3.34%
10-Year6.09%5.90%
Last Bull Market9.18%13.17%
Last Bear Market-15.42%-13.23%

Annual Total Return (%) History

Year
OWMAXCategory
2019
N/AN/A
2018
-7.69%-8.26%
2017
13.26%14.79%
2016
4.57%6.04%
2015
-1.09%-4.15%
2014
3.90%1.54%
2013
11.04%10.07%
2012
15.07%10.74%
2011
-7.06%-3.99%
2010
16.20%10.58%
2009
21.26%24.37%
2008
-34.03%-28.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20198.73%2.18%-0.40%N/A
2018-0.77%0.64%3.07%-10.32%
20174.17%2.84%3.01%2.64%
2016-1.79%0.56%3.77%2.04%
20153.43%-0.51%-6.53%2.84%
20141.39%3.00%-0.85%0.34%
20134.37%-1.27%3.21%4.41%
20127.52%-1.63%5.34%3.27%
20114.93%0.63%-13.56%1.83%
20104.53%-3.11%9.22%5.06%
2009-2.51%8.08%11.13%3.57%
2008-7.16%-1.95%-14.62%-15.12%

Rank In Category (By Total Return)

YTD54
1-Month49
3-Month57
1-Year77
3-Year56
5-Year49

Load Adjusted Returns

1-Year6.65%
3-Year6.30%
5-Year3.95%
10-Year6.09%