WEECX
TETON Westwood Equity-A
$11.61
0.15 (1.31%)
Currency in USD / Last Updated: 3/27/2024
Category | Large Cap Value |
---|---|
Market Cap | 46.176M |
52 Week High | 11.61 |
52 Week Low | 9.611 |
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Key Data
Symbol | WEECX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 11.61 |
Price Yesterday | 11.46 |
Market Cap | 46.18 |
YTD Return | 7.10% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.04 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0164 |
Overview
52 Week High | 11.61 |
---|---|
52 Week Low | 9.61 |
Market Cap | 46.18M |
Shares Outstanding | 3.98M |
Income Dividend Yield | 0.69% |
Long Term Dividend Yield | 3.79% |
Short Term Dividend Yield | 0.25% |
52 Week Yield (All) | 4.73% |
Returns Annualized
One Day | 2,558.28% |
---|---|
Five Days | 48.08% |
One Months | 60.78% |
Three Months | 31.71% |
Six Months | 33.86% |
Nine Months | 18.72% |
One Year | 19.87% |
Three Years | 6.71% |
Five Years | 9.10% |
Ten Years | 8.53% |
YTD | 33.44% |
Since Inception | 8.87% |
Returns Total
One Day | 1.31% |
---|---|
Five Days | 0.78% |
One Month | 4.03% |
Three Months | 7.00% |
Six Months | 15.55% |
Nine Months | 13.72% |
One Year | 19.85% |
Three Years | 21.46% |
Five Years | 54.43% |
Ten Years | 126.36% |
YTD | 7.10% |
Since Inception | 1,188.57% |
Yearly Returns
2024 | 7.10% |
---|---|
2023 | 7.38% |
2022 | -7.25% |
2021 | 22.58% |
2020 | 2.10% |
2019 | 26.67% |
2018 | -6.89% |
2017 | 19.87% |
2016 | 10.02% |
2015 | -0.92% |
Risk against SP-DA
Alpha | -7.41% |
---|---|
Beta | 0.76 |
Correlation | 90.55% |
Downside Deviation | 2.55% |
Coefficient of determination | 81.99% |
Standard Deviation | 2.83% |
Sharpe Ratio | -1.45 |
Sortino | -5.57 |
Treynor | 19.12 |
Ulcer Index | 3.43 |
Ulcer Performance Index | -4.15 |