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WEEIX: TETON WESTWOOD EQUITY FUND CLASS I (MUTUAL FUND)
Basic Info 10.56 0(0.0%) June 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 10/31/2008 |
| Last Dividend Date: | 11/25/2025 |
| 12-Mo. Yield | 13.64% |
| Expenses | 2.39% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 5.5 | 11.7 | 9.9 | 0.7 | 6.1 | 7.4 | 7.6 | 5.4 | 9.9 | 7.9 | -13.0 | 3.5 | -1.5 | 27.3 | -6.1 | 20.7 | 10.5 | -0.4 | 11.5 | 29.7 | 15.7 | -1.3 | 12.7 | 12.9 | -7.1 |
| Sharpe Ratio | NA | 1.07 | 0.98 | 0.6 | -0.1 | 0.25 | NA | 0.36 | 0.18 | 0.61 | 0.37 | -0.67 | 0.15 | -0.05 | 2.48 | -0.51 | 3.02 | 0.83 | -0.03 | 1.01 | 2.67 | 1.17 | -0.05 | 0.66 | 0.5 | -0.64 |
| Draw Down(%) | NA | 6.9 | 6.9 | 14.8 | 30.3 | 36.4 | NA | 36.4 | 13.9 | 6.8 | 10.6 | 17.4 | 20.5 | 36.4 | 4.6 | 17.3 | 3.5 | 8.8 | 12.2 | 7.7 | 5.5 | 11.8 | 22.8 | 17.6 | 27.8 | 23.4 |
| Standard Deviation(%) | NA | 11.2 | 9.9 | 11.7 | 16.9 | 17.8 | NA | 18.6 | 14.0 | 10.2 | 11.4 | 21.7 | 23.7 | 34.7 | 10.4 | 14.8 | 6.7 | 12.4 | 14.8 | 11.4 | 11.1 | 13.5 | 25.3 | 19.2 | 25.6 | 56.8 |
| Treynor Ratio | NA | 0.13 | 0.11 | 0.08 | -0.02 | 0.05 | NA | 0.07 | 0.03 | 0.07 | 0.05 | -0.14 | 0.03 | -0.02 | 0.3 | -0.08 | 0.23 | 0.11 | 0.0 | 0.11 | 0.3 | 0.15 | -0.01 | 0.12 | 0.16 | -0.42 |
| Alpha | NA | -0.04 | -0.04 | -0.02 | -0.04 | -0.02 | NA | -0.01 | -0.03 | -0.02 | 0.0 | -0.04 | -0.09 | -0.01 | 0.02 | 0.0 | 0.02 | -0.02 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.09 |
| Beta | NA | 0.92 | 0.9 | 0.92 | 1.02 | 0.97 | NA | 0.94 | 0.9 | 0.93 | 0.93 | 1.07 | 1.21 | 0.96 | 0.87 | 0.91 | 0.89 | 0.92 | 0.94 | 1.02 | 0.98 | 1.04 | 1.05 | 1.04 | 0.79 | 0.86 |
| RSquared | NA | 0.85 | 0.84 | 0.91 | 0.74 | 0.86 | NA | 0.91 | 0.93 | 0.9 | 0.94 | 0.88 | 0.48 | 0.97 | 0.92 | 0.94 | 0.89 | 0.96 | 0.97 | 0.95 | 0.95 | 0.96 | 0.98 | 0.98 | 0.96 | 0.98 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 13.6 | 9.2 | 5.5 | 0.5 | 0.3 | 0.7 | 11.7 | 14.8 | 12.8 | 7.7 | 8.0 | 11.1 | 0.7 | 1.3 | 1.2 | 1.3 | 1.2 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 49.2 | 72.3 | 771.2 | 78.4 | -58.9 | -92.6 | -37.5 | 23.9 | 74.1 | -12.3 | -27.3 | 1843.8 | -38.7 | 12.3 | -1.9 | 20.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/30/2008
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