Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WESCX (TETON WESTWOOD SMALL CAP EQUITY FUND CLASS AAA) | 26.46% | 60.41% | 24.43% | 9.96% | 13.51% | 11.19% | 9.81% | … | … |
Data as of 06/04/2026, Common starting date is 08/18/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WESCX (TETON WESTWOOD SMALL CAP EQUITY FUND CLASS AAA) | 08/18/1997 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 60.41 | 24.43 | 9.96 | 13.51 | 11.19 | 9.81 | … | … | 26.46 | 17.26 | 15.48 | 12.61 | -13.50 | 22.97 | 10.93 | 28.44 | -13.71 | 15.82 | 30.97 | -4.55 | -0.38 | 35.59 | 8.37 | -5.79 | 31.20 | 52.36 | -42.86 | 1.88 | 22.44 | 9.88 | 14.27 | 24.11 | -29.96 | -22.31 | -11.28 | 52.51 | 10.61 | 8.73 |
| Sharpe Ratio | NA | 3.02 | 1.01 | 0.35 | 0.50 | NA | NA | … | … | 3.49 | 0.62 | 0.61 | 0.48 | -0.62 | 0.96 | 0.23 | 1.58 | -0.88 | 1.16 | 1.67 | -0.27 | -0.02 | 2.41 | 0.45 | -0.17 | 1.20 | 1.37 | -0.99 | -0.07 | 1.24 | 0.55 | 0.71 | 1.26 | -1.30 | -0.81 | -0.38 | 2.40 | 0.32 | 1.11 |
| Standard Deviation(%) | NA | 19.33 | 20.75 | 21.71 | 23.89 | NA | NA | … | … | 20.78 | 23.30 | 19.56 | 18.90 | 24.35 | 23.78 | 46.47 | 17.04 | 17.27 | 13.08 | 18.45 | 16.82 | 16.30 | 14.78 | 18.53 | 34.36 | 25.95 | 38.26 | 44.03 | 18.33 | 15.40 | 13.75 | 18.68 | 18.50 | 23.95 | 31.04 | 40.61 | 20.45 | 22.19 | 19.41 |
| Draw Down(%) | NA | 10.19 | 26.22 | 26.75 | 45.13 | NA | NA | … | … | 10.19 | 23.59 | 8.82 | 15.87 | 22.26 | 13.79 | 45.13 | 12.32 | 25.41 | 5.79 | 14.73 | 14.39 | 14.88 | 8.63 | 15.33 | 32.80 | 21.37 | 35.44 | 55.08 | 14.10 | 13.86 | 9.84 | 18.57 | 14.83 | 35.17 | 39.32 | 36.77 | 12.50 | 37.68 | 12.16 |
| Yield(%) | 0.00 | 8.82 | 12.98 | 6.55 | 9.04 | 8.37 | 8.28 | … | … | 0.00 | 8.18 | 25.67 | 3.07 | 0.30 | 0.07 | 0.01 | 5.66 | 11.13 | 9.62 | 11.38 | 15.38 | 7.52 | 0.00 | 0.00 | 2.29 | 0.16 | 0.00 | 0.00 | 0.00 | 1.38 | 0.24 | 0.00 | 0.00 | 0.00 | 0.00 | 23.76 | 5.54 | 0.00 | 6.43 |
Data as of 06/04/2026, Common starting date is 08/18/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WESCX (TETON WESTWOOD SMALL CAP EQUITY FUND CLASS AAA) |
-27.13%
Feb 2000 – Feb 2003 |
-10.04%
Feb 2000 – Feb 2005 |
-3.71%
Feb 1999 – Feb 2009 |
1.65%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WESCX (TETON WESTWOOD SMALL CAP EQUITY FUND CLASS AAA) |
37.82%
Feb 2009 – Feb 2012 |
28.56%
Feb 2009 – Feb 2014 |
17.90%
Feb 2009 – Feb 2019 |
14.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart