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WEMMX: TETON WESTWOOD MIGHTY MITES FUND CLASS AAA (MUTUAL FUND)
Basic Info 17.37 0(0.0%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 12/18/1998 |
| Last Dividend Date: | 10/29/2025 |
| 12-Mo. Yield | 21.13% |
| Expenses | 1.41% |
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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 | Since 12/18/1998 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | 21.5 | 38.7 | 16.2 | 0.3 | 5.5 | 6.7 | 7.2 | 7.6 | 11.0 | 3.8 | 13.5 | -24.9 | 5.6 | -0.2 | 16.9 | -13.7 | 15.5 | 22.0 | -6.3 | 0.8 | 40.6 | 18.2 | -5.7 | 28.1 | 27.5 | -23.8 | 7.6 | 20.0 | 7.3 | 18.7 | 26.1 | -0.8 | 6.2 | -16.4 | 20.3 | 3.2 |
| Sharpe Ratio | NA | 2.98 | 2.05 | 0.68 | -0.1 | 0.18 | NA | NA | 0.35 | 0.41 | 0.01 | 0.58 | -1.06 | 0.23 | -0.01 | 1.16 | -1.21 | 1.46 | 1.56 | -0.53 | 0.07 | 3.42 | 1.21 | -0.25 | 1.61 | 1.56 | -1.35 | 0.4 | 1.63 | 0.54 | 1.86 | 4.17 | -0.27 | 0.47 | -0.78 | 1.12 | 31.18 |
| Draw Down(%) | NA | 8.5 | 9.3 | 21.4 | 40.3 | 41.7 | NA | NA | 42.5 | 18.5 | 10.0 | 15.0 | 26.9 | 20.6 | 40.8 | 8.7 | 21.5 | 4.8 | 10.4 | 12.5 | 10.2 | 3.9 | 11.2 | 22.3 | 14.6 | 19.5 | 29.4 | 10.4 | 9.7 | 8.6 | 9.7 | 5.5 | 14.5 | 11.6 | 26.4 | 11.8 | 0.2 |
| Standard Deviation(%) | NA | 18.4 | 17.6 | 19.0 | 21.2 | 21.8 | NA | NA | 17.6 | 19.8 | 19.4 | 17.2 | 24.8 | 24.7 | 42.3 | 13.4 | 12.5 | 10.2 | 14.0 | 11.9 | 11.2 | 11.9 | 15.2 | 23.4 | 17.4 | 17.6 | 18.2 | 11.2 | 10.2 | 9.4 | 9.5 | 6.1 | 7.2 | 8.1 | 26.4 | 15.1 | 5.3 |
| Treynor Ratio | NA | 0.62 | 0.39 | 0.14 | -0.03 | 0.04 | NA | NA | 0.1 | 0.1 | 0.0 | 0.12 | -0.34 | 0.06 | 0.0 | 0.18 | -0.22 | 0.16 | 0.28 | -0.09 | 0.01 | 0.5 | 0.21 | -0.08 | 0.4 | 0.59 | -0.65 | 0.09 | 0.32 | 0.09 | 0.34 | 0.93 | -0.09 | 0.17 | -0.52 | 0.64 | 20.22 |
| Alpha | NA | 0.09 | 0.04 | 0.0 | -0.02 | -0.02 | NA | NA | 0.01 | 0.01 | -0.04 | -0.01 | -0.05 | -0.04 | -0.06 | -0.02 | -0.03 | 0.0 | 0.03 | -0.02 | -0.02 | 0.03 | 0.01 | -0.02 | 0.03 | 0.03 | -0.05 | 0.02 | 0.04 | 0.01 | 0.03 | 0.05 | 0.01 | 0.01 | -0.07 | 0.06 | 0.4 |
| Beta | NA | 0.89 | 0.93 | 0.91 | 0.87 | 0.89 | NA | NA | 0.61 | 0.83 | 1.05 | 0.86 | 0.77 | 0.99 | 0.98 | 0.84 | 0.69 | 0.91 | 0.79 | 0.72 | 0.74 | 0.82 | 0.88 | 0.73 | 0.71 | 0.46 | 0.38 | 0.5 | 0.53 | 0.54 | 0.52 | 0.27 | 0.22 | 0.23 | 0.4 | 0.26 | 0.08 |
| RSquared | NA | 0.72 | 0.75 | 0.82 | 0.74 | 0.79 | NA | NA | 0.65 | 0.84 | 0.85 | 0.87 | 0.75 | 0.62 | 0.88 | 0.86 | 0.87 | 0.82 | 0.88 | 0.86 | 0.88 | 0.88 | 0.88 | 0.96 | 0.93 | 0.88 | 0.86 | 0.68 | 0.61 | 0.69 | 0.76 | 0.62 | 0.58 | 0.44 | 0.24 | 0.09 | 0.64 |
| Yield(%) | N/A | 0.0 | 21.1 | 17.8 | 7.0 | 7.0 | 7.6 | 7.7 | N/A | 20.7 | 22.3 | 17.6 | 0.5 | 0.3 | 0.0 | 4.6 | 3.4 | 6.9 | 5.5 | 2.2 | 1.8 | 7.3 | 2.8 | 2.0 | 3.4 | 0.0 | 2.1 | 10.1 | 16.7 | 13.3 | 9.0 | 1.5 | 0.7 | 0.9 | 0.0 | 0.0 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | -23.3 | 5494.5 | 124.7 | 106.8 | N/A | N/A | N/A | -23.3 | 17.3 | 2624.1 | 101.5 | N/A | -100.0 | 10.8 | -46.3 | 51.6 | 128.8 | 21.2 | -68.9 | 203.3 | 29.9 | -26.1 | 15733.3 | -99.0 | -79.8 | -37.8 | 20.2 | 59.3 | 638.5 | 104.7 | -13.3 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/18/1998
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