Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WBCCX (TETON WESTWOOD BALANCED FUND CLASS C) | 2.44% | 2.17% | 4.36% | 0.50% | 1.88% | 4.31% | 3.24% | 2.83% |
Data as of 07/16/2025, AR inception is 06/19/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBCCX (TETON WESTWOOD BALANCED FUND CLASS C) | 06/19/2000 | 07/16/2025 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.66 | 2.17 | 4.36 | 0.50 | 1.88 | 4.31 | 3.24 | 2.83 | 2.44 | 2.50 | 6.78 | -18.46 | 1.15 | -0.54 | 17.85 | -4.40 | 6.77 | 6.10 | -0.96 | 6.94 | 16.47 | 9.92 | 0.42 | 8.41 | 8.98 | -20.06 | 9.62 | 11.56 | 0.67 | 7.07 | 11.92 | -7.97 | -3.45 | -4.36 |
| Sharpe Ratio | NA | 0.08 | 0.09 | -0.09 | 0.05 | NA | NA | 0.13 | 0.21 | -0.42 | 0.31 | -1.17 | 0.07 | -0.04 | 2.71 | -0.61 | 0.94 | 0.76 | -0.10 | 0.99 | 2.28 | 1.22 | 0.03 | 0.75 | 0.57 | -0.88 | 0.66 | 1.27 | -0.15 | 0.91 | 1.26 | -0.66 | -0.55 | -0.75 |
| Standard Deviation(%) | NA | 10.35 | 11.18 | 12.85 | 12.17 | NA | NA | 12.03 | 11.87 | 9.71 | 8.29 | 16.97 | 16.49 | 20.79 | 6.08 | 9.45 | 6.58 | 7.78 | 9.40 | 7.00 | 7.20 | 8.15 | 14.56 | 11.14 | 15.50 | 23.67 | 10.08 | 6.53 | 10.02 | 6.77 | 8.91 | 13.79 | 10.62 | 16.20 |
| Draw Down(%) | NA | 10.64 | 13.50 | 29.32 | 29.32 | NA | NA | 34.99 | 9.89 | 9.94 | 8.83 | 19.63 | 14.87 | 23.55 | 2.35 | 11.12 | 5.02 | 5.31 | 8.08 | 4.58 | 4.39 | 7.33 | 13.88 | 10.77 | 18.33 | 29.35 | 5.86 | 4.52 | 7.60 | 6.61 | 8.27 | 16.75 | 15.15 | 10.14 |
| Yield(%) | 0.00 | 6.39 | 2.72 | 1.50 | 3.46 | 4.59 | 3.90 | 3.34 | 0.29 | 6.85 | 0.94 | 0.06 | 0.12 | 0.14 | 7.42 | 10.27 | 0.17 | 5.83 | 6.80 | 9.08 | 7.97 | 0.78 | 0.96 | 0.70 | 0.93 | 1.54 | 8.94 | 13.47 | 0.00 | 0.00 | 0.00 | 1.29 | 1.95 | 1.72 |
Data as of 07/16/2025, AR inception is 06/19/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBCCX (TETON WESTWOOD BALANCED FUND CLASS C) |
-6.39%
Dec 2019 - Dec 2022 |
-2.07%
Feb 2004 - Feb 2009 |
0.45%
Aug 2000 - Aug 2010 |
2.00%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBCCX (TETON WESTWOOD BALANCED FUND CLASS C) |
13.12%
Feb 2009 - Feb 2012 |
11.94%
Feb 2009 - Feb 2014 |
7.82%
Feb 2009 - Feb 2019 |
5.56%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart