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Performance Comparison
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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