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WEIBX: TETON WESTWOOD INTERMEDIATE BOND FUND CLASS AAA (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/30/1991 |
Last Dividend Date: | 06/25/2020 |
12-Mo. Yield | 6.11% |
Expenses | 1.00% |
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Performance Analytics (As of 03/17/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
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(%) | 0.0 | 5.8 | 2.8 | 1.6 | 1.6 | 2.7 | 2.9 | 3.9 | 0.0 | 2.2 | 5.0 | -0.0 | 1.4 | 1.3 | 0.0 | 1.3 | -2.1 | 2.5 | 5.2 | 4.6 | 3.8 | 6.0 | 5.7 | 3.2 | 1.8 | 2.5 | 1.3 | 9.4 | 7.4 | 11.7 | -2.4 | 6.6 | 10.7 | 3.8 | 16.2 | -6.5 | 10.4 | 6.0 | 4.7 |
Sharpe Ratio | NA | 1.72 | 0.71 | 0.34 | 0.46 | NA | NA | 0.63 | 0.0 | 0.48 | 2.22 | -0.94 | 0.35 | 0.37 | 0.0 | 0.73 | -1.1 | 1.38 | 1.68 | 1.26 | 0.86 | 0.98 | 0.81 | -0.02 | -0.12 | 0.4 | 0.14 | 1.84 | 0.97 | 1.77 | -1.23 | 0.76 | 1.73 | 0.05 | 2.96 | -1.19 | 1.98 | 0.99 | 8.73 |
Draw Down(%) | NA | 3.7 | 8.7 | 8.7 | 8.7 | NA | NA | 8.8 | 0.0 | 8.7 | 0.8 | 1.3 | 1.3 | 4.4 | 2.7 | 1.0 | 3.3 | 1.0 | 1.4 | 3.5 | 2.3 | 4.2 | 2.2 | 1.9 | 2.4 | 4.5 | 4.9 | 2.8 | 4.3 | 3.1 | 4.1 | 3.3 | 2.7 | 5.0 | 1.7 | 8.3 | 2.4 | 3.3 | 0.4 |
Standard Deviation(%) | NA | 3.3 | 2.6 | 2.6 | 2.5 | NA | NA | 3.9 | NA | 4.0 | 1.6 | 1.4 | 2.2 | 3.0 | 3.5 | 1.7 | 1.9 | 1.8 | 3.1 | 3.6 | 4.3 | 5.2 | 3.4 | 2.9 | 2.8 | 3.9 | 4.5 | 4.5 | 5.3 | 4.3 | 4.6 | 4.3 | 4.1 | 5.2 | 4.2 | 8.0 | 4.2 | 3.7 | 3.3 |
Treynor Ratio | NA | 0.11 | 0.04 | 0.02 | 0.02 | NA | NA | 0.04 | NA | 0.03 | 0.09 | -0.03 | 0.01 | 0.02 | 0.0 | 0.02 | -0.05 | 0.05 | 0.09 | 0.07 | 0.06 | 0.09 | 0.04 | 0.0 | 0.0 | 0.02 | 0.01 | 0.11 | 0.06 | 0.09 | -0.07 | 0.05 | 0.08 | 0.0 | 0.16 | -0.1 | -0.09 | 0.0 | 0.0 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.02 | 0.03 | 0.0 | 0.0 | 0.0 | -0.01 | -0.02 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.03 | NA | NA |
Beta | NA | 0.5 | 0.49 | 0.56 | 0.56 | NA | NA | 0.7 | 0.0 | 0.61 | 0.41 | 0.42 | 0.68 | 0.69 | 0.76 | 0.51 | 0.45 | 0.51 | 0.56 | 0.64 | 0.58 | 0.55 | 0.7 | 0.77 | 0.7 | 0.79 | 0.84 | 0.78 | 0.81 | 0.84 | 0.85 | 0.69 | 0.86 | 0.82 | 0.76 | 0.97 | -0.94 | NA | NA |
RSquared | NA | 0.48 | 0.57 | 0.63 | 0.69 | NA | NA | 0.69 | 0.0 | 0.63 | 0.69 | 0.61 | 0.78 | 0.69 | 0.86 | 0.79 | 0.76 | 0.77 | 0.81 | 0.87 | 0.87 | 0.68 | 0.92 | 0.9 | 0.89 | 0.93 | 0.92 | 0.85 | 0.89 | 0.87 | 0.92 | 0.77 | 0.83 | 0.94 | 0.91 | 0.44 | 0.06 | 0.0 | 0.0 |
Yield(%) | N/A | 6.1 | 3.3 | 2.8 | 2.4 | 2.8 | 3.0 | N/A | 0.0 | 6.2 | 2.2 | 1.5 | 2.6 | 1.7 | 3.0 | 1.3 | 1.1 | 1.7 | 2.9 | 2.3 | 3.3 | 2.9 | 3.6 | 3.9 | 3.4 | 3.6 | 2.8 | 3.2 | 4.6 | 5.0 | 4.6 | 5.2 | 7.1 | 5.1 | 5.4 | 3.9 | 5.9 | 9.9 | 1.4 |
Dividend Growth(%) | N/A | 164.5 | 22.1 | 37.2 | -23.7 | N/A | N/A | N/A | -100.0 | 187.5 | 41.2 | -41.4 | 52.6 | -45.7 | 133.3 | 15.4 | -35.0 | -41.2 | 30.8 | -29.7 | 15.6 | -17.9 | -7.1 | 13.5 | -7.5 | 29.0 | -8.8 | -29.2 | -2.0 | 0.0 | -10.9 | -22.5 | 36.5 | 4.0 | 25.0 | -32.2 | -42.2 | 628.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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