# TETON Westwood Balanced AAA (WEBAX)

> Source: Nexqual · https://nexqual.com/WEBAX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, TETON Westwood Balanced AAA (WEBAX), nexqual.com/WEBAX" · informational, not investment advice.

**Price:** USD 9.83 (-0.41% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 9.87 · day 9.83–9.83 · 52w 9.13–10.79 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +4.7% vs S&P 500 +13.4%; 5Y +21.3% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +4.7% | +21.3% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +4.7% | +4.0% |
| Volatility (annualized) | 7.9% | 10.2% |
| Max drawdown | -5.7% (Feb 2026→Mar 2026) | -19.1% (Nov 2021→Oct 2022) |

## Peers
WESWX (TETON Westwood Equity Fund Clas) USD 11 +0.00% · PAXWX (Pax Sustainable Allocation Fund) USD 26.75 +0.00% · VALIX (Value Line Capital Appreciation) USD 15.69 +0.00% · WEMMX (TETON Westwood Mighty Mites Fun) USD 17.02 -0.00% · VLAAX (Value Line Asset Allocation Fun) USD 34.01 +0.00%

## More
Full page: https://nexqual.com/WEBAX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt