Nasdaq - Delayed Quote USD

TETON Westwood SmallCap Equity AAA (WESCX)

20.67
-0.09
(-0.43%)
As of 8:07:21 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -7.16%
5y Average Return 13.27%
Number of Years Up 18
Number of Years Down 9
Best 1Y Total Return (Jun 3, 2025) 35.59%
Worst 1Y Total Return (Jun 3, 2025) --
Best 3Y Total Return 35.59%
Worst 3Y Total Return 4.47%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WESCX
Category
YTD
-8.99%
20.19%
1-Month
6.21%
0.02%
3-Month
-5.70%
4.36%
1-Year
0.02%
60.18%
3-Year
3.51%
11.32%
5-Year
14.29%
13.88%
10-Year
8.76%
11.19%
Last Bull Market
21.51%
27.98%
Last Bear Market
-14.22%
-24.08%

Annual Total Return (%) History

Year
WESCX
Category
2025
--
--
2024
15.65%
--
2023
12.63%
--
2022
-12.46%
--
2021
29.98%
--
2020
10.93%
10.99%
2019
28.46%
23.75%
2018
-13.89%
-12.72%

2017
15.63%
12.28%
2016
31.15%
20.78%
2015
-4.71%
-5.38%
2014
-0.38%
3.79%
2013
35.59%
37.39%
2012
8.37%
15.46%
2011
-5.92%
-4.07%
2010
31.02%
25.61%
2009
52.36%
31.80%
2008
-42.86%
-36.56%
2007
1.88%
-1.10%
2006
22.44%
15.03%
2005
9.61%
6.75%
2004
14.27%
18.94%
2003
24.11%
43.41%
2002
-29.96%
-16.22%
2001
-22.31%
8.92%
2000
-9.37%
11.89%
1999
52.51%
19.95%
1998
10.61%
-3.03%
1997
--
26.36%

Past Quarterly Returns

YearQ1Q2Q3Q4
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 88
1-Month 18
3-Month 81
1-Year 52
3-Year 77
5-Year 11

Load Adjusted Returns

1-Year 0.02%
3-Year 3.51%
5-Year 14.29%
10-Year 8.76%

Performance & Risk

YTD Return -7.16%
5y Average Return 13.27%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Teton Westwood Funds
Net Assets 63.73M
YTD Return -8.99%
Yield 0.68%
Morningstar Rating
Inception Date Apr 15, 1997

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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