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WEBAX: TETON WESTWOOD BALANCED FUND CLASS AAA (MUTUAL FUND)
Basic Info 10.07 0.04(0.40%) May 16
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (41%) |
| Start Date: | 12/27/1991 |
| Last Dividend Date: | 11/26/2024 |
| 12-Mo. Yield | 0.80% |
| Expenses | 2.16% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/27/1991 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.6 | 0.4 | -2.3 | 1.0 | 0.7 | 1.8 | 4.2 | 4.2 | 4.7 | 3.2 | 7.5 | -17.7 | 1.5 | 0.1 | 18.7 | -3.7 | 7.4 | 7.0 | -0.3 | 7.7 | 17.4 | 10.7 | 1.2 | 9.1 | 9.8 | -19.3 | 10.4 | 12.4 | 9.3 | 8.4 | 14.4 | -7.5 | -3.3 | 11.4 | 7.7 | 11.5 | 22.5 | 18.1 | 29.2 | 0.0 | -25.5 | -3.4 | 1.6 |
| Sharpe Ratio | NA | -0.14 | -0.73 | -0.28 | -0.15 | 0.01 | NA | NA | 0.21 | -0.35 | 0.39 | -1.14 | 0.09 | -0.01 | 2.85 | -0.53 | 1.03 | 0.87 | -0.03 | 1.1 | 2.41 | 1.32 | 0.08 | 0.81 | 0.62 | -0.85 | 0.74 | 1.4 | 0.99 | 1.11 | 1.53 | -0.62 | -0.54 | 0.39 | 0.46 | 0.78 | 2.03 | 1.87 | 4.01 | -0.38 | -0.6 | -0.52 | 56.67 |
| Draw Down(%) | NA | 10.2 | 15.8 | 15.8 | 28.5 | 28.5 | NA | NA | 39.1 | 9.9 | 8.7 | 19.1 | 15.1 | 23.4 | 2.3 | 11.0 | 5.2 | 5.2 | 8.0 | 4.5 | 4.3 | 7.3 | 13.7 | 10.7 | 18.3 | 28.9 | 5.8 | 4.5 | 4.2 | 6.1 | 8.2 | 16.9 | 15.2 | 11.1 | 7.5 | 10.5 | 6.6 | 5.2 | 2.2 | 8.0 | 36.3 | 8.5 | 0.0 |
| Standard Deviation(%) | NA | 13.3 | 11.8 | 12.2 | 13.5 | 12.4 | NA | NA | 13.9 | 9.7 | 8.4 | 16.9 | 16.7 | 20.8 | 6.1 | 9.5 | 6.7 | 7.8 | 9.4 | 6.9 | 7.2 | 8.2 | 14.6 | 11.2 | 15.6 | 23.6 | 10.1 | 6.6 | 7.2 | 6.7 | 8.9 | 13.8 | 10.6 | 18.5 | 9.7 | 10.5 | 9.3 | 7.7 | 6.3 | 7.8 | 45.4 | 11.1 | 11.8 |
| Treynor Ratio | NA | -0.02 | -0.12 | -0.04 | -0.02 | 0.0 | NA | NA | 0.03 | -0.05 | 0.04 | -0.2 | 0.01 | 0.0 | 0.22 | -0.05 | 0.1 | 0.07 | 0.0 | 0.08 | 0.17 | 0.1 | 0.01 | 0.09 | 0.1 | -0.2 | 0.07 | 0.1 | 0.07 | 0.09 | 0.15 | -0.09 | -0.08 | 0.11 | 0.06 | 0.1 | 0.22 | 0.16 | 0.26 | -0.03 | 0.47 | -0.37 | 0.0 |
| Alpha | NA | 0.0 | -0.03 | -0.02 | -0.02 | -0.02 | NA | NA | -0.01 | -0.02 | -0.02 | 0.0 | -0.04 | -0.05 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.02 | -0.03 | 0.01 | 0.01 | 0.01 | 0.02 | 0.0 | -0.01 | 0.01 | -0.01 | 0.04 | -0.02 | -0.02 | 0.01 | 0.02 | 0.01 | 0.01 | -0.07 | -0.02 | NA |
| Beta | NA | 0.75 | 0.72 | 0.84 | 0.9 | 0.92 | NA | NA | 0.91 | 0.72 | 0.79 | 0.95 | 1.17 | 0.96 | 0.8 | 0.92 | 0.69 | 0.97 | 1.06 | 1.01 | 1.02 | 1.07 | 1.06 | 1.04 | 0.92 | 1.0 | 1.08 | 0.94 | 1.02 | 0.86 | 0.91 | 0.95 | 0.73 | 0.66 | 0.76 | 0.83 | 0.86 | 0.9 | 0.97 | 1.01 | -0.58 | 0.16 | NA |
| RSquared | NA | 0.9 | 0.62 | 0.73 | 0.64 | 0.74 | NA | NA | 0.57 | 0.48 | 0.79 | 0.83 | 0.38 | 0.91 | 0.87 | 0.9 | 0.18 | 0.94 | 0.96 | 0.93 | 0.94 | 0.92 | 0.96 | 0.97 | 0.96 | 0.98 | 0.97 | 0.9 | 0.85 | 0.82 | 0.91 | 0.9 | 0.74 | 0.26 | 0.8 | 0.86 | 0.87 | 0.84 | 0.69 | 0.81 | 0.01 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.8 | 1.1 | 0.8 | 3.6 | 4.8 | 4.9 | N/A | 1.1 | 1.7 | 0.6 | 0.2 | 0.7 | 8.6 | 11.3 | 1.2 | 6.5 | 7.7 | 10.0 | 8.9 | 1.6 | 1.7 | 1.5 | 1.7 | 2.2 | 9.9 | 15.1 | 8.8 | 1.5 | 2.2 | 1.6 | 2.1 | 12.0 | 9.0 | 3.4 | 8.6 | 9.0 | 2.9 | 2.5 | 2.8 | 2.4 | 1.3 |
| Dividend Growth(%) | N/A | -100.0 | -35.2 | -66.9 | -89.8 | -38.2 | -26.6 | N/A | N/A | -30.2 | 130.4 | 165.4 | -67.1 | -91.0 | -35.1 | 861.8 | -80.5 | -23.0 | -24.3 | 18.9 | 508.7 | -8.0 | 26.4 | -4.5 | -39.7 | -77.6 | -37.6 | 75.8 | 518.9 | -23.2 | 25.7 | -28.9 | -82.2 | 30.2 | 186.5 | -55.0 | 2.2 | 301.5 | 11.0 | -36.0 | 13.7 | 75.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/1991
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