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.
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").
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.59% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 9 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WESCX | Category Average | WESCX | Category Average | WESCX | Category Average | |
| Alpha | -10.19 | -0.09 | -0.77 | -0.06 | -4.29 | -0.06 |
| BETA | 1.09 | 0.01 | 1.01 | 0.01 | 1.14 | 0.01 |
| Mean Annual Return | 0.47 | 0.01 | 1.29 | 0.01 | 0.89 | 0.01 |
| R-squared | 72.08 | 0.83 | 61.43 | 0.77 | 69.14 | 0.78 |
| Standard Deviation | 21.41 | 0.26 | 20.71 | 0.21 | 21.27 | 0.19 |
| Sharpe Ratio | 0.04 | 0 | 0.6 | 0.01 | 0.41 | 0.01 |
| Treynor Ratio | -1.19 | 0.08 | 11.29 | 0.1 | 5.86 | 0.09 |
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