Nasdaq - Delayed Quote USD

TETON Westwood SmallCap Equity C (WWSCX)

20.09 +0.16 (+0.80%)
At close: 8:01 PM EDT

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 51.32%
Worst 1Y Total Return --
Number of Years Up 15
Number of Years Down 7

Performance & Risk

YTD Return 7.34%
5y Average Return 10.03%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
WWSCXCategory AverageWWSCXCategory AverageWWSCXCategory Average
Alpha -3.53 -0.09 -3.56 -0.06 -4.35 -0.06
BETA 0.94 0.01 1.12 0.01 1.14 0.01
Mean Annual Return 0.55 0.01 1.22 0.01 0.89 0.01
R-squared 66.42 0.83 67.95 0.77 68.19 0.78
Standard Deviation 20.36 0.26 24.44 0.21 20.97 0.19
Sharpe Ratio 0.14 0 0.5 0.01 0.43 0.01
Treynor Ratio 1.01 0.08 8.75 0.1 6.24 0.09

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