Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WESRX (TETON CONVERTIBLE SECURITIES FUND CLASS AAA) | 21.01% | 37.16% | 17.21% | 1.83% | 7.50% | 7.39% | 5.83% | … | … |
Data as of 06/05/2026, Common starting date is 03/19/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WESRX (TETON CONVERTIBLE SECURITIES FUND CLASS AAA) | 03/19/1998 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.33 | 37.16 | 17.21 | 1.83 | 7.50 | 7.39 | 5.83 | … | … | 21.01 | 17.20 | 11.74 | 5.09 | -28.82 | -6.67 | 24.77 | 24.42 | -0.79 | 17.56 | 6.33 | -6.42 | 6.47 | 27.31 | 9.25 | 2.56 | 13.17 | 17.90 | -28.77 | -2.17 | 13.08 | 6.63 | 25.58 | 33.61 | 2.54 | 11.50 | 27.43 | -2.83 | -11.80 |
| Sharpe Ratio | NA | 2.22 | 1.05 | -0.05 | 0.40 | NA | NA | … | … | 2.64 | 0.98 | 0.82 | 0.15 | -1.39 | -0.37 | 1.24 | 2.67 | -0.20 | 2.44 | 0.44 | -0.41 | 0.56 | 2.76 | 0.96 | 0.13 | 0.95 | 0.71 | -0.86 | -0.64 | 2.31 | 0.36 | 1.46 | 3.05 | 0.10 | 0.92 | 2.05 | -0.55 | -1.10 |
| Standard Deviation(%) | NA | 16.33 | 13.19 | 15.80 | 14.40 | NA | NA | … | … | 19.67 | 14.67 | 9.94 | 9.91 | 21.78 | 17.90 | 19.66 | 8.61 | 10.74 | 6.96 | 13.77 | 15.68 | 11.62 | 9.89 | 9.69 | 19.08 | 13.76 | 25.14 | 34.35 | 8.39 | 4.20 | 12.13 | 16.80 | 10.79 | 14.26 | 10.00 | 11.30 | 11.30 | 16.48 |
| Draw Down(%) | NA | 12.04 | 13.89 | 43.09 | 43.09 | NA | NA | … | … | 12.04 | 13.38 | 5.26 | 13.84 | 29.81 | 17.62 | 23.63 | 3.79 | 13.59 | 3.45 | 12.11 | 16.28 | 9.71 | 4.99 | 7.43 | 15.01 | 11.66 | 28.94 | 40.75 | 9.50 | 3.74 | 8.02 | 17.59 | 5.90 | 16.92 | 9.70 | 10.20 | 19.75 | 25.06 |
| Yield(%) | 0.00 | 8.46 | 5.01 | 2.42 | 3.86 | 3.84 | 3.79 | … | … | 0.00 | 9.58 | 3.12 | 2.69 | 1.04 | 0.87 | 1.58 | 3.34 | 5.46 | 2.24 | 5.24 | 0.23 | 1.84 | 0.54 | 1.06 | 1.04 | 1.72 | 3.00 | 3.34 | 7.07 | 24.19 | 30.74 | 6.84 | 4.77 | 2.88 | 4.61 | 3.95 | 5.02 | 2.72 |
Data as of 06/05/2026, Common starting date is 03/19/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WESRX (TETON CONVERTIBLE SECURITIES FUND CLASS AAA) |
-14.93%
Feb 2006 – Feb 2009 |
-4.31%
Feb 2004 – Feb 2009 |
2.27%
Jun 2014 – Jun 2024 |
3.71%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WESRX (TETON CONVERTIBLE SECURITIES FUND CLASS AAA) |
23.98%
Oct 2002 – Oct 2005 |
20.04%
Nov 1999 – Nov 2004 |
12.40%
Feb 2009 – Feb 2019 |
10.48%
Nov 1999 – Nov 2014 |
Annualized Rolling Returns Comparison Chart