Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WEECX (TETON WESTWOOD EQUITY FUND CLASS A) | 2.73% | -3.68% | 2.15% | 1.24% | 3.49% | 7.11% | 5.27% | 7.48% |
Data as of 07/18/2025, AR inception is 12/28/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEECX (TETON WESTWOOD EQUITY FUND CLASS A) | 12/28/1994 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.18 | -3.68 | 2.15 | 1.24 | 3.49 | 7.11 | 5.27 | 7.48 | 2.73 | 1.72 | 2.73 | -13.17 | 3.37 | -1.96 | 26.71 | -6.64 | 20.05 | 9.98 | -0.92 | 11.31 | 28.92 | 15.09 | -1.71 | 11.77 | 12.34 | -33.37 | 12.75 | 17.89 | 13.46 | 12.10 | 22.33 | -18.46 | -9.64 | 11.44 | 14.33 | 13.41 | 28.55 | 26.23 | 26.54 | -3.06 |
| Sharpe Ratio | NA | -0.33 | -0.10 | -0.02 | 0.12 | NA | NA | 0.31 | 0.15 | -0.38 | -0.13 | -0.67 | 0.14 | -0.06 | 2.43 | -0.54 | 2.97 | 0.79 | -0.06 | 1.00 | 2.62 | 1.12 | -0.07 | 0.61 | 0.47 | -0.85 | 0.57 | 1.32 | 0.95 | 1.00 | 1.47 | -0.82 | -0.70 | 0.43 | 0.74 | 0.62 | 1.84 | 2.20 | 2.07 | -2.13 |
| Standard Deviation(%) | NA | 16.66 | 15.65 | 17.98 | 18.37 | NA | NA | 18.23 | 17.35 | 12.70 | 12.21 | 21.78 | 23.57 | 34.82 | 10.40 | 14.75 | 6.56 | 12.43 | 14.78 | 11.33 | 11.04 | 13.50 | 25.14 | 19.10 | 25.80 | 40.44 | 17.22 | 11.10 | 11.91 | 11.20 | 14.74 | 23.78 | 17.28 | 17.03 | 14.91 | 16.26 | 13.55 | 10.25 | 10.97 | 47.92 |
| Draw Down(%) | NA | 21.17 | 21.17 | 30.46 | 36.48 | NA | NA | 52.52 | 13.98 | 13.58 | 10.60 | 17.51 | 20.52 | 36.48 | 4.63 | 17.41 | 3.62 | 8.82 | 12.19 | 7.74 | 5.58 | 11.97 | 22.90 | 17.97 | 27.88 | 43.99 | 10.10 | 8.45 | 7.08 | 7.36 | 13.57 | 30.41 | 24.76 | 11.06 | 11.35 | 17.71 | 8.77 | 8.19 | 7.77 | 3.62 |
| Yield(%) | 0.00 | 0.36 | 0.49 | 0.36 | 4.85 | 7.05 | 5.58 | 9.97 | 0.00 | 0.39 | 0.75 | 0.30 | 0.01 | 0.26 | 11.03 | 14.23 | 12.14 | 7.14 | 7.52 | 10.58 | 0.09 | 0.75 | 0.57 | 0.29 | 0.78 | 0.44 | 14.58 | 17.90 | 0.45 | 0.50 | 1.23 | 0.68 | 0.27 | 13.00 | 11.77 | 2.78 | 5.82 | 13.48 | 0.00 | 0.81 |
Data as of 07/18/2025, AR inception is 12/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEECX (TETON WESTWOOD EQUITY FUND CLASS A) |
-11.63%
Feb 2006 - Feb 2009 |
-3.35%
May 2007 - May 2012 |
0.66%
Feb 1999 - Feb 2009 |
3.93%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEECX (TETON WESTWOOD EQUITY FUND CLASS A) |
28.57%
Mar 1995 - Mar 1998 |
20.80%
Mar 1995 - Mar 2000 |
12.97%
Feb 2009 - Feb 2019 |
9.59%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart