Nasdaq - Delayed Quote USD
TETON Westwood SmallCap Equity AAA (WESCX)
19.07
+1.51
+(8.60%)
At close: 8:02:21 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -21.47% |
| 5y Average Return | 13.60% |
| Number of Years Up | 18 |
| Number of Years Down | 9 |
| Best 1Y Total Return (Apr 8, 2025) | 35.59% |
| Worst 1Y Total Return (Apr 8, 2025) | -- |
| Best 3Y Total Return | 35.59% |
| Worst 3Y Total Return | 4.47% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WESCX
Category
- YTD
- -9.62%
- 20.19%
- 1-Month
- -6.35%
- 0.02%
- 3-Month
- -9.62%
- 4.36%
- 1-Year
- -2.11%
- 60.18%
- 3-Year
- 1.14%
- 11.32%
- 5-Year
- 18.24%
- 13.88%
- 10-Year
- 8.82%
- 11.19%
- Last Bull Market
- 21.51%
- 27.98%
- Last Bear Market
- -14.22%
- -24.08%
Annual Total Return (%) History
Year
WESCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -9.62% | -- | -- | -- |
| 2024 | 6.79% | -2.95% | 6.94% | 4.34% |
| 2023 | 1.03% | 4.42% | -3.01% | 10.07% |
| 2022 | -0.39% | -14.22% | -6.53% | 9.62% |
| 2021 | 19.17% | 5.36% | -2.98% | 6.70% |
| 2020 | -35.70% | 24.90% | 0.65% | 37.22% |
| 2019 | 14.85% | 2.57% | -1.96% | 11.23% |
| 2018 | -0.54% | 5.96% | -0.09% | -18.22% |
| 2017 | 2.65% | 0.15% | 7.98% | 4.16% |
| 2016 | 0.62% | 4.63% | 12.34% | 10.89% |
| 2015 | 2.01% | 2.02% | -10.56% | 2.38% |
| 2014 | 0.56% | 2.35% | -7.69% | 4.87% |
| 2013 | 11.74% | -0.45% | 11.91% | 8.93% |
| 2012 | 10.48% | -8.56% | 3.16% | 3.98% |
| 2011 | 11.03% | -3.98% | -24.90% | 17.50% |
| 2010 | 9.88% | -10.77% | 11.24% | 20.13% |
| 2009 | -13.31% | 32.14% | 25.95% | 5.60% |
| 2008 | -10.59% | 0.16% | -4.84% | -32.94% |
| 2007 | 5.36% | 5.50% | -2.35% | -6.14% |
| 2006 | 14.20% | -2.23% | -1.81% | 11.68% |
| 2005 | -1.83% | 2.64% | 7.63% | 1.06% |
| 2004 | -4.50% | 3.10% | 1.23% | 14.65% |
| 2003 | -6.40% | 12.95% | 5.41% | 11.37% |
| 2002 | -1.81% | -9.91% | -19.20% | -2.00% |
| 2001 | -23.42% | 9.49% | -21.66% | 18.28% |
| 2000 | 7.35% | -0.22% | -2.21% | -13.47% |
| 1999 | -3.89% | 23.21% | 4.28% | 23.50% |
| 1998 | 13.91% | -7.09% | -18.81% | 28.71% |
| 1997 | 18.11% | -4.19% | -- | -- |
Rank in Category (By Total Return)
| YTD | 81 |
| 1-Month | 57 |
| 3-Month | 81 |
| 1-Year | 31 |
| 3-Year | 62 |
| 5-Year | 11 |
Load Adjusted Returns
| 1-Year | -2.11% |
| 3-Year | 1.14% |
| 5-Year | 18.24% |
| 10-Year | 8.82% |
Performance & Risk
| YTD Return | -21.47% |
| 5y Average Return | 13.60% |
| Rank in Category (ytd) | 81 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Blend |
| Fund Family | Teton Westwood Funds |
| Net Assets | 67.9M |
| YTD Return | -9.62% |
| Yield | 0.68% |
| Morningstar Rating | |
| Inception Date | Nov 26, 2001 |
Fund Summary
The fund normally invests at least 80% of its net assets (which includes, for purposes of this test, the amount of any borrowings for investment purposes) in a portfolio of common stocks of smaller companies. The Adviser characterizes small capitalization companies as those companies with a market capitalization between $100 million and $2.5 billion at the time of the fund's initial investment. It may also invest up to 25% of its total assets in foreign securities and in European Depositary Receipts ("EDRs") or American Depositary Receipts ("ADRs").
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