Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBBIX (TETON WESTWOOD BALANCED FUND CLASS I) | 2.34% | 8.91% | 8.98% | 0.85% | 3.73% | 4.98% | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/19/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBBIX (TETON WESTWOOD BALANCED FUND CLASS I) | 03/19/2008 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.54 | 8.91 | 8.98 | 0.85 | 3.73 | 4.98 | NA | … | … | 2.34 | 8.18 | 9.80 | 10.13 | -17.55 | 1.72 | 0.32 | 19.08 | -3.42 | 7.61 | 6.96 | -0.03 | 7.96 | 17.65 | 10.99 | 1.48 | 9.41 | 10.18 | -16.16 |
| Sharpe Ratio | NA | 1.24 | 0.80 | -0.10 | 0.19 | NA | NA | … | … | 0.96 | 0.55 | 0.81 | 0.80 | -1.12 | 0.10 | 0.00 | 2.88 | -0.51 | 1.04 | 0.87 | -0.01 | 1.14 | 2.43 | 1.35 | 0.10 | 0.83 | 0.65 | -0.81 |
| Standard Deviation(%) | NA | 7.66 | 8.53 | 12.43 | 12.05 | NA | NA | … | … | 8.88 | 9.70 | 7.61 | 8.12 | 16.94 | 16.77 | 20.83 | 6.12 | 9.46 | 6.73 | 7.76 | 9.35 | 6.98 | 7.25 | 8.15 | 14.61 | 11.17 | 15.55 | 25.53 |
| Draw Down(%) | NA | 5.99 | 10.32 | 28.36 | 28.36 | NA | NA | … | … | 5.99 | 9.72 | 4.50 | 8.55 | 19.00 | 15.06 | 23.45 | 2.24 | 10.89 | 5.18 | 5.24 | 7.99 | 4.48 | 4.35 | 7.17 | 13.53 | 10.60 | 18.26 | 28.92 |
| Yield(%) | 0.00 | 13.36 | 8.76 | 4.49 | 5.15 | 5.92 | 4.62 | … | … | 0.00 | 14.07 | 7.93 | 4.17 | 0.82 | 0.50 | 0.94 | 8.89 | 11.54 | 1.58 | 6.39 | 7.96 | 10.27 | 9.20 | 1.86 | 2.01 | 1.73 | 1.91 | 1.56 |
Data as of 06/10/2026, Common starting date is 03/19/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBBIX (TETON WESTWOOD BALANCED FUND CLASS I) |
-5.60%
Dec 2019 – Dec 2022 |
-1.07%
Sep 2018 – Sep 2023 |
2.18%
Oct 2013 – Oct 2023 |
2.99%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBBIX (TETON WESTWOOD BALANCED FUND CLASS I) |
14.25%
Feb 2009 – Feb 2012 |
13.08%
Feb 2009 – Feb 2014 |
8.85%
Feb 2009 – Feb 2019 |
6.27%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart