Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WESRX (TETON CONVERTIBLE SECURITIES FUND CLASS AAA) | 9.29% | 17.84% | 4.45% | 0.07% | 4.41% | 6.63% | 4.41% | 6.50% |
Data as of 07/23/2025, AR inception is 03/19/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WESRX (TETON CONVERTIBLE SECURITIES FUND CLASS AAA) | 03/19/1998 | 07/23/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.46 | 17.84 | 4.45 | 0.07 | 4.41 | 6.63 | 4.41 | 6.50 | 9.29 | 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 | 1.13 | 0.13 | -0.12 | 0.19 | NA | NA | 0.33 | 0.92 | 0.52 | 0.09 | -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 | -0.62 | 2.35 | 0.37 | 1.47 | 3.05 | 0.10 | 0.93 | 2.06 | -0.54 | -1.09 |
| Standard Deviation(%) | NA | 12.96 | 13.65 | 15.38 | 14.48 | NA | NA | 15.16 | 14.87 | 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 | 13.90 | 22.80 | 43.09 | 43.09 | NA | NA | 51.85 | 13.39 | 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 | 2.08 | 2.23 | 1.57 | 2.80 | 3.48 | 3.73 | 5.96 | 0.95 | 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 07/23/2025, AR inception 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