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TETON Westwood Equity AAA (WESWX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
11.61+0.15 (+1.31%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.00%
5-Year Average Return9.23%
Number of Years Up28
Number of Years Down8
Best 1 Yr Total Return (Mar 26, 2024)29.33%
Worst 1 Yr Total Return (Mar 26, 2024)N/A
Best 3-Yr Total Return29.33%
Worst 3-Yr Total Return5.26%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWESWXCategory
YTD3.23%17.52%
1-Month3.04%-0.87%
3-Month6.97%5.51%
1-Year12.96%42.88%
3-Year7.50%11.93%
5-Year8.37%12.07%
10-Year8.32%10.95%
Last Bull Market33.32%23.18%
Last Bear Market-11.51%-17.87%

Annual Total Return (%) History

Year
WESWXCategory
2023
7.48%N/A
2022
-7.02%N/A
2021
22.58%N/A
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
N/A0.66%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2023-1.03%3.99%-3.56%8.29%
2022-0.98%-11.51%-4.46%11.06%
20217.15%5.42%-0.45%9.01%
2020-23.52%13.12%4.75%12.93%
201910.45%4.73%3.94%5.58%
2018-1.67%1.16%6.57%-11.97%
20174.16%3.29%3.79%7.67%
20161.43%2.98%1.12%4.43%
20151.31%0.61%-7.63%5.50%
20142.33%3.87%-0.36%5.26%
201310.00%4.00%3.85%8.87%
201211.77%-3.89%5.53%1.73%
20116.02%-0.11%-17.79%13.14%
20106.08%-14.04%11.16%10.44%
2009-14.82%12.20%11.88%5.33%
2008-7.41%-0.89%-8.18%-20.64%
20072.05%7.61%2.68%-0.33%
20066.14%1.01%3.90%6.11%
20052.93%1.76%6.74%1.79%
20040.90%2.78%0.98%7.36%
2003-5.43%13.65%1.01%12.76%
20021.87%-7.12%-18.47%6.01%
2001-4.15%0.21%-14.32%10.00%
20003.41%1.69%2.96%3.41%
19990.30%12.20%-7.52%10.17%
199810.16%-1.98%-9.01%15.07%
19972.56%15.53%9.00%0.33%
19969.16%3.92%3.36%8.10%
19956.91%9.16%8.39%8.21%
1994-1.31%-0.38%4.56%-0.50%
19933.79%-0.54%6.90%6.16%
1992-0.41%-4.48%2.31%8.88%
199110.34%-2.16%4.86%7.02%
1990-2.53%1.59%-10.43%5.66%
19897.00%7.89%10.45%0.81%
19885.97%6.42%-2.04%2.02%
198712.31%7.07%-19.10%N/A

Rank In Category (By Total Return)

YTD63
1-Month58
3-Month84
1-Year58
3-Year82
5-Year80

Load Adjusted Returns

1-Year12.96%
3-Year7.50%
5-Year8.37%
10-Year8.32%