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TETON Westwood Balanced AAA (WEBAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.43+0.03 (+0.29%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.61%
5-year average return5.67%
Number of years up26
Number of years down6
Best 1-yr total return (17 June 2024)18.73%
Worst 1-yr total return (17 June 2024)N/A
Best 3-yr total return18.73%
Worst 3-yr total return1.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWEBAXCategory
YTD5.07%9.69%
1-month2.49%0.91%
3-month2.06%5.21%
1-year13.57%27.06%
3-year2.72%11.00%
5-year6.15%10.26%
10-year5.84%8.34%
Last bull market16.42%15.58%
Last bear market-11.09%-12.16%

Annual total return (%) history

Year
WEBAXCategory
2024
N/AN/A
2023
9.71%N/A
2022
-12.36%N/A
2021
14.88%N/A
2020
4.61%11.72%
2019
18.73%19.23%
2018
-3.78%-5.76%
2017
14.09%13.21%
2016
6.96%7.34%
2015
-0.28%-1.93%
2014
7.69%6.21%
2013
17.45%16.48%
2012
10.71%11.72%
2011
1.21%-0.11%
2010
9.13%11.83%
2009
9.77%24.13%
2008
-19.31%-28.00%
2007
10.25%5.99%
2006
12.41%11.29%
2005
9.29%5.13%
2004
8.84%8.86%
2003
14.38%20.35%
2002
-6.99%-12.02%
2001
-3.26%-5.05%
2000
11.49%1.82%
1999
7.75%10.71%
1998
11.51%13.52%
1997
22.45%19.63%
1996
18.11%13.70%
1995
31.16%25.63%
1994
0.05%-2.52%
1993
18.61%11.37%
1992
5.86%7.73%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.89%N/AN/AN/A
20232.15%3.14%-3.32%7.71%
2022-3.97%-11.09%-4.59%7.58%
20212.28%5.62%-0.01%6.36%
2020-13.61%8.26%3.33%8.25%
20197.18%4.01%3.10%3.31%
2018-1.26%0.79%4.40%-7.39%
20172.98%2.56%2.66%5.22%
20161.62%2.59%0.82%1.77%
20151.44%-0.14%-4.69%3.28%
20141.61%2.81%-0.50%3.60%
20136.39%1.82%2.59%5.68%
20127.54%-2.20%3.98%1.24%
20114.02%0.59%-10.50%8.07%
20104.05%-8.00%7.80%5.75%
2009-9.10%8.20%8.13%3.22%
2008-3.46%-0.92%-5.00%-11.20%
20071.71%4.61%2.80%0.80%
20063.98%0.81%3.24%3.88%
20051.65%1.97%3.95%1.44%
20041.45%-0.01%2.45%4.73%
2003-3.27%9.64%0.72%7.07%
20021.13%-2.75%-9.19%4.13%
2001-1.34%0.33%-8.03%6.27%
20003.18%1.64%2.70%3.51%
19990.06%7.23%-4.61%5.28%
19986.90%-0.48%-4.69%9.98%
19971.37%11.43%6.91%1.40%
19965.13%2.88%2.77%6.26%
19955.80%8.64%6.48%7.16%
1994-1.92%-0.81%3.19%-0.35%
19934.56%0.64%5.84%6.50%
1992-0.10%-2.03%3.07%4.94%

Rank in category (by total return)

YTD48
1-month84
3-month66
1-year71
3-year46
5-year83

Load adjusted returns

1-year13.57%
3-year2.72%
5-year6.15%
10-year5.84%