Great Owl Funds
As of Month Ending October 2019
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).

Trading and specialized funds, like those in Dedicated Short Bias and Equity Leverage categories, are not evaluated for GO designations.

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). To perform a more tailored search, like large-cap Great Owls that reside at Vanguard, please use the MultiSearch tool.



Display Period
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