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TETON Westwood Balanced Fund Class A WEBCX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | WEBCX | Replication |
|---|---|---|
| Annualized growth | 4.3% | 7.1% |
| Annualized volatility | 10.2% | 9.9% |
| Sharpe ratio | 0.47 | 0.74 |
| Maximum drawdown | 18.9% | 19.9% |
| Replication fit (R²) | 0.94 · Tracking error 2.5% | |
Replication portfolio
The published portfolio below is the investable basket used to model WEBCX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VOO | US Large Cap | 34.8% |
| AGG | FI · Aggregate | 23.3% |
| VCIT | FI · IG Credit | 17.3% |
| USMV | Factor · Min Vol | 15.0% |
| VTI | US Broad Market | 9.6% |