Nasdaq - Delayed Quote • USD
TETON Westwood Equity AAA (WESWX)
At close: 8:01 PM EDT
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").
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.33% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 28 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | 4.52% |
| 5y Average Return | 8.02% |
| Rank in Category (ytd) | 74 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WESWX | Category Average | WESWX | Category Average | WESWX | Category Average | |
| Alpha | -2.6 | -0.06 | -3.78 | -0.05 | -2.69 | -0.03 |
| BETA | 0.8 | 0.01 | 0.87 | 0.01 | 0.88 | 0.01 |
| Mean Annual Return | 0.66 | 0.01 | 0.85 | 0.01 | 0.77 | 0.01 |
| R-squared | 86.07 | 0.88 | 89.15 | 0.87 | 90.13 | 0.88 |
| Standard Deviation | 15.2 | 0.2 | 16.83 | 0.16 | 14.06 | 0.15 |
| Sharpe Ratio | 0.33 | 0.01 | 0.48 | 0.01 | 0.56 | 0.01 |
| Treynor Ratio | 5.1 | 0.11 | 8.03 | 0.11 | 8.11 | 0.1 |
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