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Great Owl Funds
Great Owl Funds rank top in their categories for all evaluation periods 3 years and older.
While past returns should never be the only reason to choose a fund, working from a pool of consistent top
performers and understanding their risk profiles is a sensible start.
For example, 20-year Great Owls have delivered top quintile returns based on Martin Ratio for the past
20, 10, 5, and 3 year periods...an impressve record worth noting.
Results are presented below, sorted initially by broad investment Type (BD - Bond, ALT - Alternative, MA - Mixed Asset, EQ - Equity, COM - Commodity, MM - Money Market), then by Category, Age Group, and Name. The Great Owl GO distinction is assigned to funds in oldest share class only. Composite ratings are weighted averages across applicable periods (20, 10, 5, 3, and 1 year).
Risk and return metrics are for display period selected. Default display period is oldest applicable evaluation period based on Age Group (20, 10, 5, or 3 years). Click headers to sort (hold Shift for secondary/tertiary sorts). Symbols are hyperlinked to Risk Profile. Use the QuickSearch or MultiSearch tool to perform a more tailored search, like large-cap Great Owls that reside at Vanguard.
Results are presented below, sorted initially by broad investment Type (BD - Bond, ALT - Alternative, MA - Mixed Asset, EQ - Equity, COM - Commodity, MM - Money Market), then by Category, Age Group, and Name. The Great Owl GO distinction is assigned to funds in oldest share class only. Composite ratings are weighted averages across applicable periods (20, 10, 5, 3, and 1 year).
Risk and return metrics are for display period selected. Default display period is oldest applicable evaluation period based on Age Group (20, 10, 5, or 3 years). Click headers to sort (hold Shift for secondary/tertiary sorts). Symbols are hyperlinked to Risk Profile. Use the QuickSearch or MultiSearch tool to perform a more tailored search, like large-cap Great Owls that reside at Vanguard.
Display Period