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TETON Westwood Balanced A (WEBCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.54+0.03 (+0.29%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.77%
5-year average return5.44%
Number of years up23
Number of years down7
Best 1-yr total return (1 Jul 2024)18.40%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return18.40%
Worst 3-yr total return1.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWEBCXCategory
YTD5.03%9.69%
1-month2.47%0.91%
3-month2.04%5.21%
1-year13.57%27.06%
3-year2.71%11.00%
5-year6.06%10.26%
10-year5.67%8.34%
Last bull market16.52%15.58%
Last bear market-11.08%-12.16%

Annual total return (%) history

Year
WEBCXCategory
2024
N/AN/A
2023
9.75%N/A
2022
-12.39%N/A
2021
14.95%N/A
2020
4.34%11.72%
2019
18.40%19.23%
2018
-4.00%-5.76%
2017
13.77%13.21%
2016
6.73%7.34%
2015
-0.52%-1.93%
2014
7.37%6.21%
2013
17.17%16.48%
2012
10.40%11.72%
2011
0.95%-0.11%
2010
8.92%11.83%
2009
9.46%24.13%
2008
-19.50%-28.00%
2007
10.04%5.99%
2006
12.13%11.29%
2005
8.95%5.13%
2004
8.58%8.86%
2003
14.14%20.35%
2002
-7.75%-12.02%
2001
-3.45%-5.05%
2000
11.14%1.82%
1999
7.51%10.71%
1998
11.11%13.52%
1997
22.18%19.63%
1996
17.86%13.70%
1995
30.87%25.63%
1994
-0.55%-2.52%
1993
N/A11.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.94%0.59%N/AN/A
20232.14%3.21%-3.40%7.77%
2022-3.94%-11.08%-4.65%7.56%
20212.35%5.57%-0.01%6.39%
2020-13.67%8.24%3.24%8.17%
20197.07%4.01%3.01%3.21%
2018-1.32%0.74%4.39%-7.49%
20172.91%2.47%2.64%5.12%
20161.54%2.51%0.76%1.76%
20151.37%-0.11%-4.81%3.20%
20141.54%2.72%-0.55%3.52%
20136.30%1.75%2.60%5.59%
20127.35%-2.16%3.90%1.17%
20113.85%0.61%-10.59%8.07%
20104.07%-8.12%7.70%5.76%
2009-9.12%8.09%8.03%3.14%
2008-3.50%-0.97%-5.13%-11.21%
20071.64%4.61%2.72%0.74%
20063.92%0.77%3.24%3.71%
20051.53%2.00%3.87%1.29%
20041.38%-0.07%2.39%4.66%
2003-3.23%9.48%0.66%7.03%
20020.98%-2.73%-9.76%4.08%
2001-1.32%0.17%-8.04%6.22%
20003.13%1.50%2.63%3.45%
19990.08%7.09%-4.68%5.23%
19986.75%-0.56%-4.69%9.82%
19971.33%11.29%6.85%1.40%
19965.08%2.82%2.71%6.21%
19955.74%8.59%6.43%7.10%
1994-2.15%-0.94%3.05%-0.43%
19935.38%4.79%N/AN/A

Rank in category (by total return)

YTD49
1-month84
3-month67
1-year71
3-year46
5-year84

Load adjusted returns

1-year9.03%
3-year1.32%
5-year5.19%
10-year5.24%