Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| WBBIX (TETON WESTWOOD BALANCED FUND CLASS I) | 3.52% | 0.30% | -2.24% | 1.87% | 0.69% | 1.97% | 4.49% | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBBIX (TETON WESTWOOD BALANCED FUND CLASS I) | 03/19/2008 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 03/19/2008.
AR inception is since 03/19/2008.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | -2.24 | 1.87 | 0.69 | 1.97 | 4.49 | NA | 3.52 | 0.30 | 3.47 | 7.79 | -17.55 | 1.72 | 0.32 | 19.08 | -3.42 | 7.61 | 6.96 | -0.03 | 7.96 | 17.65 | 10.99 | 1.48 | 9.41 | 10.18 | -16.16 |
| Sharpe Ratio | NA | -0.71 | -0.26 | -0.13 | 0.02 | NA | NA | 0.19 | -0.12 | -0.32 | 0.43 | -1.12 | 0.10 | 0.00 | 2.89 | -0.50 | 1.04 | 0.87 | -0.01 | 1.14 | 2.43 | 1.35 | 0.10 | 0.83 | 0.65 | -0.81 |
| Standard Deviation(%) | NA | 11.77 | 12.18 | 13.48 | 12.35 | NA | NA | 12.80 | 13.32 | 9.62 | 8.36 | 16.94 | 16.77 | 20.83 | 6.12 | 9.46 | 6.73 | 7.76 | 9.35 | 6.98 | 7.25 | 8.15 | 14.61 | 11.17 | 15.55 | 25.53 |
| Draw Down(%) | NA | 15.80 | 15.80 | 28.36 | 28.36 | NA | NA | 34.59 | 10.21 | 9.84 | 8.55 | 19.00 | 15.06 | 23.45 | 2.24 | 10.89 | 5.18 | 5.24 | 7.99 | 4.48 | 4.35 | 7.17 | 13.53 | 10.60 | 18.26 | 28.92 |
| Yield(%) | 0.00 | 0.99 | 1.31 | 1.05 | 3.77 | 5.11 | 3.61 | 4.25 | 0.00 | 1.40 | 1.98 | 0.82 | 0.50 | 0.94 | 8.89 | 11.54 | 1.58 | 6.39 | 7.96 | 10.27 | 9.20 | 1.86 | 2.01 | 1.73 | 1.91 | 1.56 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBBIX (TETON WESTWOOD BALANCED FUND CLASS I) |
-5.60%
Dec 2019 - Dec 2022 |
-1.26%
Dec 2019 - Dec 2024 |
1.88%
Apr 2015 - Apr 2025 |
2.99%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBBIX (TETON WESTWOOD BALANCED FUND CLASS I) |
14.25%
Feb 2009 - Feb 2012 |
13.08%
Feb 2009 - Feb 2014 |
8.85%
Feb 2009 - Feb 2019 |
6.12%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart