Nasdaq - Delayed Quote USD

TETON Westwood Balanced C (WBCCX)

10.36 +0.07 (+0.68%)
At close: 8:01 PM EDT

Fund Summary

The fund invests in a combination of equity and debt securities. It is primarily equity-oriented, and uses a top-down approach in seeking to provide equity-like returns but with lower volatility than a fully invested equity portfolio. The fund will typically invest 30% to 70% of its assets in equity securities and 70% to 30% in debt securities, and the balance of the fund's assets in cash or cash equivalents. It may also invest up to 25% of its total assets in foreign equity securities and in EDRs or ADRs.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 17.83%
Worst 1Y Total Return --
Number of Years Up 17
Number of Years Down 5

Performance & Risk

YTD Return 2.54%
5y Average Return 4.54%
Rank in Category (ytd) 36
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
WBCCXCategory AverageWBCCXCategory AverageWBCCXCategory Average
Alpha 1.16 -0.01 -0.67 -0.01 -0.38 -0
BETA 0.97 0.01 0.95 0.01 0.96 0.01
Mean Annual Return 0.38 0.01 0.51 0.01 0.47 0.01
R-squared 94.35 0.93 93.21 0.92 91.19 0.92
Standard Deviation 12.41 0.13 12.24 0.1 9.9 0.09
Sharpe Ratio 0.13 0.01 0.32 0.01 0.42 0.01
Treynor Ratio 0.88 0.09 3.5 0.09 3.98 0.07

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