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WESCX: TETON WESTWOOD SMALL CAP EQUITY FUND CLASS AAA (MUTUAL FUND)
Basic Info 30.07 0.66(2.15%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (48%) |
| Start Date: | 08/18/1997 |
| Last Dividend Date: | 11/25/2025 |
| 12-Mo. Yield | 8.90% |
| Expenses | 1.25% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.6 | 23.7 | 57.0 | 23.5 | 9.5 | 13.4 | 10.9 | 9.7 | 8.2 | 17.3 | 15.5 | 12.6 | -13.5 | 23.0 | 10.9 | 28.4 | -13.7 | 15.8 | 31.0 | -4.6 | -0.4 | 35.6 | 8.4 | -5.8 | 31.2 | 52.4 | -42.9 | 1.9 | 22.4 | 9.9 | 14.3 | 24.1 | -30.0 | -22.3 | -11.3 | 52.5 | 10.6 | 8.7 |
| Sharpe Ratio | NA | 2.97 | 2.8 | 0.98 | 0.32 | 0.49 | NA | NA | 0.27 | 0.62 | 0.61 | 0.48 | -0.62 | 0.96 | 0.23 | 1.58 | -0.88 | 1.16 | 1.67 | -0.27 | -0.02 | 2.41 | 0.45 | -0.17 | 1.2 | 1.37 | -0.99 | -0.07 | 1.24 | 0.55 | 0.71 | 1.26 | -1.3 | -0.81 | -0.38 | 2.4 | 0.32 | 1.11 |
| Draw Down(%) | NA | 10.2 | 10.2 | 26.2 | 26.8 | 45.1 | NA | NA | 70.2 | 23.6 | 8.8 | 15.9 | 22.3 | 13.8 | 45.1 | 12.3 | 25.4 | 5.8 | 14.7 | 14.4 | 14.9 | 8.6 | 15.3 | 32.8 | 21.4 | 35.4 | 55.1 | 14.1 | 13.9 | 9.8 | 18.6 | 14.8 | 35.2 | 39.3 | 36.8 | 12.5 | 37.7 | 12.2 |
| Standard Deviation(%) | NA | 20.8 | 19.4 | 20.7 | 21.7 | 23.9 | NA | NA | 25.0 | 23.3 | 19.6 | 18.9 | 24.3 | 23.8 | 46.5 | 17.0 | 17.3 | 13.1 | 18.5 | 16.8 | 16.3 | 14.8 | 18.5 | 34.4 | 26.0 | 38.3 | 44.0 | 18.3 | 15.4 | 13.8 | 18.7 | 18.5 | 23.9 | 31.0 | 40.6 | 20.5 | 22.2 | 19.4 |
| Treynor Ratio | NA | 0.56 | 0.5 | 0.19 | 0.07 | 0.11 | NA | NA | 0.06 | 0.14 | 0.11 | 0.09 | -0.18 | 0.2 | 0.1 | 0.25 | -0.16 | 0.13 | 0.29 | -0.04 | 0.0 | 0.34 | 0.08 | -0.05 | 0.29 | 0.49 | -0.45 | -0.01 | 0.2 | 0.08 | 0.12 | 0.24 | -0.35 | -0.2 | -0.12 | 0.53 | 0.08 | 0.27 |
| Alpha | NA | 0.08 | 0.08 | 0.02 | 0.01 | 0.01 | NA | NA | 0.0 | 0.03 | 0.0 | -0.02 | 0.01 | 0.01 | -0.03 | 0.0 | -0.02 | -0.01 | 0.04 | 0.0 | -0.03 | -0.01 | -0.04 | -0.01 | 0.0 | 0.04 | -0.05 | 0.0 | 0.02 | 0.01 | -0.02 | -0.06 | -0.06 | -0.11 | -0.02 | 0.13 | 0.08 | 0.07 |
| Beta | NA | 1.1 | 1.1 | 1.04 | 0.98 | 1.03 | NA | NA | 1.04 | 1.02 | 1.1 | 0.97 | 0.85 | 1.15 | 1.11 | 1.09 | 0.96 | 1.2 | 1.05 | 1.03 | 1.09 | 1.04 | 1.11 | 1.08 | 1.08 | 1.06 | 0.98 | 0.97 | 0.97 | 0.91 | 1.08 | 0.98 | 0.9 | 1.23 | 1.27 | 0.94 | 0.91 | 0.81 |
| RSquared | NA | 0.86 | 0.86 | 0.9 | 0.88 | 0.87 | NA | NA | 0.89 | 0.91 | 0.91 | 0.91 | 0.91 | 0.84 | 0.93 | 0.88 | 0.89 | 0.87 | 0.91 | 0.88 | 0.91 | 0.93 | 0.95 | 0.98 | 0.98 | 0.97 | 0.98 | 0.94 | 0.92 | 0.91 | 0.85 | 0.88 | 0.88 | 0.86 | 0.88 | 0.56 | 0.79 | 0.69 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.2 | 25.7 | 3.1 | 0.3 | 0.1 | 0.0 | 5.7 | 11.1 | 9.6 | 11.4 | 15.4 | 7.5 | 0.0 | 0.0 | 2.3 | 0.2 | 0.0 | 0.0 | 0.0 | 1.4 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 23.8 | 5.5 | 0.0 | 6.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -70.7 | 805.2 | 758.8 | 471.4 | 600.0 | -99.8 | -61.4 | 23.3 | 4.0 | -41.1 | 90.2 | N/A | N/A | -100.0 | 1765.0 | N/A | N/A | N/A | -100.0 | 540.0 | N/A | N/A | N/A | N/A | -100.0 | 527.3 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/15/1997
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