Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WESIX (TETON CONVERTIBLE SECURITIES FUND CLASS I) | 21.00% | 37.67% | 17.47% | 2.32% | 7.76% | 7.65% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/19/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WESIX (TETON CONVERTIBLE SECURITIES FUND CLASS I) | 03/19/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.27 | 37.67 | 17.47 | 2.32 | 7.76 | 7.65 | NA | … | … | 21.00 | 17.54 | 11.96 | 5.53 | -28.72 | -6.41 | 25.06 | 24.73 | -0.61 | 18.01 | 6.53 | -6.25 | 6.84 | 27.68 | 9.50 | 2.72 | 13.59 | 18.01 | -24.78 |
| Sharpe Ratio | NA | 2.24 | 1.07 | -0.03 | 0.42 | NA | NA | … | … | 2.62 | 1.01 | 0.83 | 0.19 | -1.39 | -0.36 | 1.26 | 2.72 | -0.18 | 2.52 | 0.46 | -0.40 | 0.59 | 2.78 | 0.99 | 0.14 | 0.99 | 0.71 | -0.82 |
| Standard Deviation(%) | NA | 16.35 | 13.20 | 15.81 | 14.40 | NA | NA | … | … | 19.75 | 14.60 | 10.05 | 9.85 | 21.83 | 17.91 | 19.60 | 8.55 | 10.82 | 6.91 | 13.76 | 15.68 | 11.58 | 9.95 | 9.65 | 19.04 | 13.65 | 25.26 | 37.97 |
| Draw Down(%) | NA | 12.06 | 13.78 | 42.79 | 42.79 | NA | NA | … | … | 12.06 | 13.27 | 5.25 | 13.68 | 29.64 | 17.61 | 23.60 | 3.77 | 13.63 | 3.36 | 12.09 | 16.19 | 9.72 | 5.01 | 7.42 | 15.05 | 11.58 | 28.94 | 40.71 |
| Yield(%) | 0.00 | 8.67 | 5.24 | 2.63 | 4.14 | 4.19 | 3.39 | … | … | 0.00 | 9.85 | 3.37 | 2.95 | 1.24 | 1.14 | 1.82 | 3.60 | 5.71 | 2.52 | 5.44 | 0.48 | 2.03 | 0.76 | 1.30 | 1.33 | 1.97 | 3.25 | 3.29 |
Data as of 06/04/2026, Common starting date is 03/19/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WESIX (TETON CONVERTIBLE SECURITIES FUND CLASS I) |
-12.80%
Feb 2021 – Feb 2024 |
-1.69%
Feb 2021 – Feb 2026 |
2.53%
Jun 2014 – Jun 2024 |
4.12%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WESIX (TETON CONVERTIBLE SECURITIES FUND CLASS I) |
21.78%
Feb 2009 – Feb 2012 |
18.94%
Feb 2009 – Feb 2014 |
12.67%
Feb 2009 – Feb 2019 |
8.09%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart