Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WEBAX (TETON WESTWOOD BALANCED FUND CLASS AAA) | 4.40% | 0.67% | 2.75% | 0.16% | 2.36% | 4.55% | 4.08% | 4.86% |
Data as of 07/25/2025, AR inception is 12/27/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEBAX (TETON WESTWOOD BALANCED FUND CLASS AAA) | 12/27/1991 | 07/25/2025 |
| 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.36 | 0.67 | 2.75 | 0.16 | 2.36 | 4.55 | 4.08 | 4.86 | 4.40 | 3.22 | 7.50 | -17.72 | 1.46 | 0.05 | 18.75 | -3.66 | 7.44 | 6.96 | -0.27 | 7.68 | 17.45 | 10.72 | 1.22 | 9.14 | 9.77 | -19.28 | 10.42 | 12.41 | 9.30 | 8.37 | 14.37 | -7.52 | -3.28 | 11.40 | 7.72 | 11.53 | 22.48 | 18.14 | 29.24 | 0.03 | -25.49 | -3.38 | 1.64 |
| Sharpe Ratio | NA | -0.21 | -0.05 | -0.15 | 0.07 | NA | NA | 0.22 | 0.43 | -0.35 | 0.39 | -1.14 | 0.09 | -0.01 | 2.85 | -0.53 | 1.03 | 0.87 | -0.03 | 1.10 | 2.41 | 1.32 | 0.08 | 0.81 | 0.62 | -0.85 | 0.74 | 1.40 | 0.99 | 1.11 | 1.53 | -0.62 | -0.54 | 0.39 | 0.46 | 0.78 | 2.03 | 1.87 | 4.01 | -0.38 | -0.60 | -0.52 | 56.67 |
| Standard Deviation(%) | NA | 11.83 | 11.63 | 13.17 | 12.36 | NA | NA | 13.89 | 11.48 | 9.73 | 8.39 | 16.89 | 16.71 | 20.84 | 6.09 | 9.50 | 6.67 | 7.80 | 9.39 | 6.95 | 7.23 | 8.16 | 14.63 | 11.18 | 15.58 | 23.63 | 10.07 | 6.55 | 7.20 | 6.68 | 8.94 | 13.85 | 10.59 | 18.51 | 9.73 | 10.47 | 9.30 | 7.75 | 6.34 | 7.78 | 45.44 | 11.07 | 11.84 |
| Draw Down(%) | NA | 15.41 | 15.41 | 28.49 | 28.49 | NA | NA | 39.10 | 9.75 | 9.88 | 8.69 | 19.11 | 15.09 | 23.43 | 2.32 | 11.00 | 5.17 | 5.24 | 7.98 | 4.54 | 4.34 | 7.26 | 13.72 | 10.74 | 18.26 | 28.91 | 5.78 | 4.46 | 4.16 | 6.08 | 8.16 | 16.90 | 15.16 | 11.12 | 7.54 | 10.47 | 6.60 | 5.23 | 2.21 | 8.01 | 36.27 | 8.54 | 0.00 |
| Yield(%) | 0.00 | 0.96 | 1.16 | 0.81 | 3.66 | 4.89 | 4.65 | 5.21 | 0.49 | 1.13 | 1.71 | 0.61 | 0.23 | 0.70 | 8.59 | 11.27 | 1.24 | 6.49 | 7.70 | 10.00 | 8.93 | 1.60 | 1.74 | 1.48 | 1.66 | 2.21 | 9.86 | 15.11 | 8.83 | 1.51 | 2.17 | 1.59 | 2.14 | 11.97 | 8.97 | 3.37 | 8.57 | 9.05 | 2.86 | 2.51 | 2.85 | 2.37 | 1.35 |
Data as of 07/25/2025, AR inception is 12/27/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEBAX (TETON WESTWOOD BALANCED FUND CLASS AAA) |
-9.98%
Jan 1992 - Jan 1995 |
-1.51%
Dec 2019 - Dec 2024 |
1.71%
Apr 2015 - Apr 2025 |
2.74%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEBAX (TETON WESTWOOD BALANCED FUND CLASS AAA) |
23.63%
Mar 1995 - Mar 1998 |
18.13%
Jun 1994 - Jun 1999 |
10.88%
Nov 1994 - Nov 2004 |
8.48%
Nov 1994 - Nov 2009 |
Annualized Rolling Returns Comparison Chart