Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WESWX (TETON WESTWOOD EQUITY FUND CLASS AAA) | 5.47% | 11.50% | 9.73% | 0.40% | 5.75% | 7.26% | 5.89% | … | … |
Data as of 06/04/2026, Common starting date is 05/23/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WESWX (TETON WESTWOOD EQUITY FUND CLASS AAA) | 05/23/1996 | 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.50 | 9.73 | 0.40 | 5.75 | 7.26 | 5.89 | … | … | 5.47 | 5.14 | 9.72 | 7.47 | -13.17 | 3.29 | -1.73 | 26.98 | -6.41 | 20.41 | 10.27 | -0.67 | 11.47 | 29.33 | 15.34 | -1.46 | 11.95 | 12.63 | -33.10 | 12.92 | 18.16 | 13.81 | 12.44 | 22.42 | -18.20 | -9.48 | 11.75 | 14.67 | 13.81 | 28.72 | 10.55 |
| Sharpe Ratio | NA | 0.95 | 0.58 | -0.11 | 0.24 | NA | NA | … | … | 1.07 | 0.16 | 0.60 | 0.34 | -0.67 | 0.14 | -0.06 | 2.44 | -0.53 | 2.99 | 0.81 | -0.05 | 1.01 | 2.62 | 1.14 | -0.06 | 0.62 | 0.49 | -0.84 | 0.57 | 1.33 | 0.97 | 1.02 | 1.46 | -0.81 | -0.70 | 0.44 | 0.76 | 0.63 | 1.82 | 1.52 |
| Standard Deviation(%) | NA | 9.85 | 11.74 | 16.91 | 17.75 | NA | NA | … | … | 11.15 | 14.06 | 10.25 | 11.33 | 21.72 | 23.54 | 34.78 | 10.46 | 14.74 | 6.63 | 12.39 | 14.79 | 11.31 | 11.17 | 13.50 | 25.12 | 19.21 | 25.63 | 40.44 | 17.18 | 11.10 | 11.89 | 11.21 | 14.87 | 23.81 | 17.20 | 17.05 | 14.79 | 16.32 | 13.68 | 9.40 |
| Draw Down(%) | NA | 7.10 | 14.99 | 30.44 | 36.42 | NA | NA | … | … | 7.10 | 13.89 | 6.90 | 10.59 | 17.50 | 20.50 | 36.42 | 4.54 | 17.31 | 3.53 | 8.81 | 12.16 | 7.72 | 5.57 | 11.94 | 22.83 | 17.91 | 27.94 | 43.89 | 10.05 | 8.49 | 7.07 | 7.34 | 13.70 | 30.34 | 24.69 | 11.05 | 11.26 | 17.51 | 8.77 | 7.71 |
| Yield(%) | 0.00 | 13.58 | 9.51 | 4.45 | 6.95 | 8.05 | 6.34 | … | … | 0.00 | 13.55 | 8.85 | 5.17 | 0.30 | 0.02 | 0.50 | 11.30 | 14.52 | 12.48 | 7.42 | 7.69 | 10.83 | 0.41 | 1.01 | 0.90 | 0.61 | 0.96 | 0.81 | 14.65 | 18.14 | 0.50 | 1.08 | 1.43 | 0.92 | 0.51 | 13.12 | 12.01 | 3.15 | 5.96 | 11.94 |
Data as of 06/04/2026, Common starting date is 05/23/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WESWX (TETON WESTWOOD EQUITY FUND CLASS AAA) |
-11.40%
Feb 2006 – Feb 2009 |
-3.10%
May 2007 – May 2012 |
0.92%
Feb 1999 – Feb 2009 |
4.16%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WESWX (TETON WESTWOOD EQUITY FUND CLASS AAA) |
23.06%
Jul 1996 – Jul 1999 |
18.31%
Feb 2009 – Feb 2014 |
13.23%
Feb 2009 – Feb 2019 |
9.86%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart