Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEICX (TETON CONVERTIBLE SECURITIES FUND CLASS C) | 16.30% | 31.59% | 14.47% | 0.41% | 6.40% | 6.44% | 3.64% | … | … |
Data as of 06/08/2026, Common starting date is 03/19/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEICX (TETON CONVERTIBLE SECURITIES FUND CLASS C) | 03/19/2002 | 06/08/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.26 | 31.59 | 14.47 | 0.41 | 6.40 | 6.44 | 3.64 | … | … | 16.30 | 16.39 | 10.27 | 4.99 | -29.44 | -6.33 | 24.03 | 23.52 | -1.59 | 16.72 | 5.41 | -7.08 | 5.71 | 26.37 | 8.51 | 1.76 | 12.25 | 16.98 | -31.07 | -4.77 | -8.07 | -21.79 | 20.40 | 33.32 | -3.32 |
| Sharpe Ratio | NA | 2.04 | 0.98 | -0.06 | 0.36 | NA | NA | … | … | 2.69 | 0.92 | 0.65 | 0.14 | -1.42 | -0.37 | 1.20 | 2.58 | -0.28 | 2.34 | 0.38 | -0.45 | 0.50 | 2.67 | 0.88 | 0.09 | 0.89 | 0.67 | -0.93 | -0.99 | -0.57 | -0.73 | 1.11 | 3.04 | -0.35 |
| Standard Deviation(%) | NA | 16.40 | 13.29 | 15.73 | 14.36 | NA | NA | … | … | 19.52 | 14.66 | 10.15 | 9.94 | 21.81 | 17.35 | 19.65 | 8.54 | 10.78 | 6.90 | 13.75 | 15.67 | 11.50 | 9.87 | 9.63 | 18.95 | 13.66 | 25.09 | 34.33 | 8.07 | 20.18 | 32.85 | 17.54 | 10.73 | 15.38 |
| Draw Down(%) | NA | 12.02 | 14.11 | 43.40 | 43.40 | NA | NA | … | … | 12.02 | 13.43 | 5.33 | 14.35 | 30.31 | 16.91 | 23.65 | 3.90 | 13.88 | 3.51 | 12.26 | 16.52 | 9.77 | 5.02 | 7.61 | 15.13 | 11.84 | 29.02 | 42.19 | 10.56 | 18.15 | 30.38 | 17.67 | 5.82 | 17.06 |
| Yield(%) | 0.00 | 7.60 | 3.98 | 1.81 | 2.86 | 2.73 | 1.82 | … | … | 0.00 | 8.50 | 1.95 | 1.70 | 0.35 | 0.34 | 0.78 | 2.19 | 4.35 | 1.32 | 4.52 | 0.01 | 1.38 | 0.00 | 0.27 | 0.30 | 0.64 | 1.94 | 0.18 | 3.99 | 1.14 | 0.54 | 1.21 | 3.68 | 2.25 |
Data as of 06/08/2026, Common starting date is 03/19/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEICX (TETON CONVERTIBLE SECURITIES FUND CLASS C) |
-23.98%
Nov 2005 – Nov 2008 |
-15.43%
Feb 2004 – Feb 2009 |
-2.92%
Sep 2005 – Sep 2015 |
0.98%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEICX (TETON CONVERTIBLE SECURITIES FUND CLASS C) |
21.85%
Oct 2002 – Oct 2005 |
17.74%
Feb 2009 – Feb 2014 |
11.54%
Feb 2009 – Feb 2019 |
7.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart