Nasdaq - Delayed Quote USD

TETON Westwood Equity AAA (WESWX)

11.37 +0.03 (+0.26%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.79%
5y Average Return 7.98%
Number of Years Up 28
Number of Years Down 8
Best 1Y Total Return (Apr 26, 2024) 29.33%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 29.33%
Worst 3Y Total Return 5.26%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WESWX
Category
YTD
7.37%
17.52%
1-Month
4.02%
-0.87%
3-Month
7.37%
5.51%
1-Year
16.61%
42.88%
3-Year
7.07%
11.93%
5-Year
9.12%
12.07%
10-Year
8.63%
10.95%
Last Bull Market
33.32%
23.18%
Last Bear Market
-11.51%
-17.87%

Annual Total Return (%) History

Year
WESWX
Category
2024
--
--
2023
7.48%
--
2022
-7.02%
--
2021
22.58%
--
2020
2.34%
2.91%
2019
26.93%
25.04%
2018
-6.68%
-8.53%
2017
20.23%
15.94%

2016
10.30%
14.81%
2015
-0.67%
-4.05%
2014
11.47%
10.21%
2013
29.33%
31.21%
2012
15.34%
14.57%
2011
-1.49%
-0.75%
2010
11.95%
13.66%
2009
12.62%
24.13%
2008
-33.13%
-37.09%
2007
12.39%
1.42%
2006
18.21%
18.15%
2005
13.81%
5.95%
2004
12.43%
12.97%
2003
22.41%
28.44%
2002
-18.22%
-18.69%
2001
-9.48%
-4.99%
2000
11.97%
7.87%
1999
14.67%
6.72%
1998
13.06%
12.00%
1997
29.57%
26.61%
1996
26.75%
20.08%
1995
36.88%
32.39%
1994
2.29%
-0.70%
1993
17.16%
13.61%
1992
5.97%
10.21%
1991
21.15%
28.60%
1990
-6.29%
-6.22%
1989
28.54%
23.21%
1988
12.71%
17.28%
1987
--
0.66%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.37% -- -- --
2023 -1.03% 3.99% -3.56% 8.29%
2022 -0.98% -11.51% -4.46% 11.06%
2021 7.15% 5.42% -0.45% 9.01%
2020 -23.52% 13.12% 4.75% 12.93%
2019 10.45% 4.73% 3.94% 5.58%
2018 -1.67% 1.16% 6.57% -11.97%
2017 4.16% 3.29% 3.79% 7.67%
2016 1.43% 2.98% 1.12% 4.43%
2015 1.31% 0.61% -7.63% 5.50%

2014 2.33% 3.87% -0.36% 5.26%
2013 10.00% 4.00% 3.85% 8.87%
2012 11.77% -3.89% 5.53% 1.73%
2011 6.02% -0.11% -17.79% 13.14%
2010 6.08% -14.04% 11.16% 10.44%
2009 -14.82% 12.20% 11.88% 5.33%
2008 -7.41% -0.89% -8.18% -20.64%
2007 2.05% 7.61% 2.68% -0.33%
2006 6.14% 1.01% 3.90% 6.11%
2005 2.93% 1.76% 6.74% 1.79%
2004 0.90% 2.78% 0.98% 7.36%
2003 -5.43% 13.65% 1.01% 12.76%
2002 1.87% -7.12% -18.47% 6.01%
2001 -4.15% 0.21% -14.32% 10.00%
2000 3.41% 1.69% 2.96% 3.41%
1999 0.30% 12.20% -7.52% 10.17%
1998 10.16% -1.98% -9.01% 15.07%
1997 2.56% 15.53% 9.00% 0.33%
1996 9.16% 3.92% 3.36% 8.10%
1995 6.91% 9.16% 8.39% 8.21%
1994 -1.31% -0.38% 4.56% -0.50%
1993 3.79% -0.54% 6.90% 6.16%
1992 -0.41% -4.48% 2.31% 8.88%
1991 10.34% -2.16% 4.86% 7.02%
1990 -2.53% 1.59% -10.43% 5.66%
1989 7.00% 7.89% 10.45% 0.81%
1988 5.97% 6.42% -2.04% 2.02%
1987 12.31% 7.07% -19.10% --

Rank in Category (By Total Return)

YTD 74
1-Month 86
3-Month 74
1-Year 77
3-Year 82
5-Year 83

Load Adjusted Returns

1-Year 16.61%
3-Year 7.07%
5-Year 9.12%
10-Year 8.63%

Performance & Risk

YTD Return 4.79%
5y Average Return 7.98%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Teton Westwood Funds
Net Assets 46.26M
YTD Return 7.37%
Yield 0.66%
Morningstar Rating
Inception Date Jan 11, 2008

Fund Summary

The fund normally invests at least 80% of its net assets (which includes, for purposes of this test, the amount of any borrowings for investment purposes) in common stocks and securities which may be converted into common stocks. It invests in a portfolio of seasoned companies. Seasoned companies generally have market capitalizations of $1 billion or more and have been operating for at least three years. The fund may also invest up to 25% of its total assets in foreign equity securities and in European Depositary Receipts ("EDRs") or American Depositary Receipts ("ADRs").

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