WBCCX
TETON Westwood Balanced-C
$10.29
-0.02 (-0.19%)
Currency in USD / Last Updated: 4/25/2024
Category | Balanced |
---|---|
Market Cap | 37.316M |
52 Week High | 10.61 |
52 Week Low | 9.024 |
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Key Data
Symbol | WBCCX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 10.29 |
Price Yesterday | 10.31 |
Market Cap | 37.32 |
YTD Return | 2.54% |
Expense Details
Deferred | 0.01 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0221 |
Overview
52 Week High | 10.61 |
---|---|
52 Week Low | 9.02 |
Market Cap | 37.32M |
Shares Outstanding | 3.63M |
Income Dividend Yield | 0.52% |
Long Term Dividend Yield | 1.98% |
Short Term Dividend Yield | 0.04% |
52 Week Yield (All) | 2.55% |
Returns Annualized
One Day | -38.73% |
---|---|
Five Days | 63.67% |
One Months | -21.02% |
Three Months | 7.96% |
Six Months | 28.09% |
Nine Months | 5.70% |
One Year | 8.75% |
Three Years | 1.66% |
Five Years | 4.55% |
Ten Years | 5.01% |
YTD | 8.23% |
Since Inception | 5.95% |
Returns Total
One Day | -0.19% |
---|---|
Five Days | 0.98% |
One Month | -2.04% |
Three Months | 1.93% |
Six Months | 13.05% |
Nine Months | 4.27% |
One Year | 8.74% |
Three Years | 5.06% |
Five Years | 24.85% |
Ten Years | 62.82% |
YTD | 2.54% |
Since Inception | 246.58% |
Yearly Returns
2024 | 2.54% |
---|---|
2023 | 8.96% |
2022 | -13.15% |
2021 | 14.19% |
2020 | 3.86% |
2019 | 17.83% |
2018 | -4.52% |
2017 | 13.22% |
2016 | 6.09% |
2015 | -0.96% |
Risk against SP-DA
Alpha | -8.83% |
---|---|
Beta | 0.59 |
Correlation | 92.80% |
Downside Deviation | 2.28% |
Coefficient of determination | 86.11% |
Standard Deviation | 2.17% |
Sharpe Ratio | -2.29 |
Sortino | -7.56 |
Treynor | 5.68 |
Ulcer Index | 2.94 |
Ulcer Performance Index | -5.85 |