WEQCX
TETON Westwood Equity-C
$10.44
0.04 (0.38%)
Currency in USD / Last Updated: 3/28/2024
Category | Large Cap Value |
---|---|
Market Cap | 46.351M |
52 Week High | 10.44 |
52 Week Low | 8.642 |
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Key Data
Symbol | WEQCX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 10.44 |
Price Yesterday | 10.4 |
Market Cap | 46.35 |
YTD Return | 7.19% |
Expense Details
Deferred | 0.01 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0239 |
Overview
52 Week High | 10.44 |
---|---|
52 Week Low | 8.64 |
Market Cap | 46.35M |
Shares Outstanding | 4.44M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 3.76% |
Short Term Dividend Yield | 0.24% |
52 Week Yield (All) | 4.00% |
Returns Annualized
One Day | 163.36% |
---|---|
Five Days | 62.51% |
One Months | 63.68% |
Three Months | 33.24% |
Six Months | 35.06% |
Nine Months | 15.87% |
One Year | 16.03% |
Three Years | 6.34% |
Five Years | 8.33% |
Ten Years | 7.83% |
YTD | 33.24% |
Since Inception | 6.35% |
Returns Total
One Day | 0.38% |
---|---|
Five Days | 0.97% |
One Month | 3.98% |
Three Months | 7.19% |
Six Months | 15.92% |
Nine Months | 11.54% |
One Year | 15.81% |
Three Years | 20.15% |
Five Years | 49.02% |
Ten Years | 112.02% |
YTD | 7.19% |
Since Inception | 189.60% |
Yearly Returns
2024 | 7.19% |
---|---|
2023 | 6.68% |
2022 | -7.67% |
2021 | 21.47% |
2020 | 1.61% |
2019 | 25.98% |
2018 | -7.34% |
2017 | 19.29% |
2016 | 9.52% |
2015 | -1.41% |
Risk against SP-DA
Alpha | -8.89% |
---|---|
Beta | 0.77 |
Correlation | 91.86% |
Downside Deviation | 2.59% |
Coefficient of determination | 84.38% |
Standard Deviation | 2.83% |
Sharpe Ratio | -1.58 |
Sortino | -5.97 |
Treynor | 17.71 |
Ulcer Index | 3.51 |
Ulcer Performance Index | -4.41 |