Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WEEIX (TETON WESTWOOD EQUITY FUND CLASS I) | 2.38% | -4.70% | 2.26% | 1.42% | 3.80% | 7.54% | NA | 7.01% |
Data as of 07/16/2025, AR inception is 10/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEEIX (TETON WESTWOOD EQUITY FUND CLASS I) | 10/31/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.80 | -4.70 | 2.26 | 1.42 | 3.80 | 7.54 | NA | 7.01 | 2.38 | 1.89 | 3.20 | -13.03 | 3.48 | -1.50 | 27.32 | -6.11 | 20.70 | 10.52 | -0.42 | 11.53 | 29.68 | 15.69 | -1.32 | 12.72 | 12.89 | -7.08 |
| Sharpe Ratio | NA | -0.32 | -0.08 | -0.01 | 0.14 | NA | NA | 0.31 | 0.15 | -0.37 | -0.09 | -0.67 | 0.15 | -0.05 | 2.48 | -0.50 | 3.03 | 0.83 | -0.03 | 1.01 | 2.67 | 1.17 | -0.05 | 0.66 | 0.50 | -0.64 |
| Standard Deviation(%) | NA | 16.70 | 15.62 | 17.99 | 18.37 | NA | NA | 19.06 | 17.31 | 12.76 | 12.21 | 21.71 | 23.70 | 34.73 | 10.44 | 14.79 | 6.66 | 12.43 | 14.76 | 11.43 | 11.12 | 13.48 | 25.26 | 19.21 | 25.64 | 56.75 |
| Draw Down(%) | NA | 21.06 | 21.06 | 30.27 | 36.44 | NA | NA | 36.44 | 13.89 | 13.58 | 10.56 | 17.37 | 20.51 | 36.44 | 4.56 | 17.27 | 3.47 | 8.75 | 12.18 | 7.73 | 5.49 | 11.84 | 22.81 | 17.65 | 27.80 | 23.45 |
| Yield(%) | 0.00 | 0.62 | 0.77 | 0.70 | 5.22 | 7.75 | 5.77 | 7.21 | 0.00 | 0.67 | 1.02 | 0.54 | 0.32 | 0.74 | 11.66 | 14.84 | 12.81 | 7.72 | 7.97 | 11.12 | 0.71 | 1.33 | 1.17 | 1.32 | 1.21 | 0.00 |
Data as of 07/16/2025, AR inception is 10/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEEIX (TETON WESTWOOD EQUITY FUND CLASS I) |
-5.07%
Oct 2021 - Oct 2024 |
-1.40%
Dec 2019 - Dec 2024 |
3.59%
Apr 2015 - Apr 2025 |
6.28%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEEIX (TETON WESTWOOD EQUITY FUND CLASS I) |
21.56%
Sep 2011 - Sep 2014 |
18.68%
Feb 2009 - Feb 2014 |
13.54%
Feb 2009 - Feb 2019 |
9.48%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart