WEBAX vs. BERIX
WEBAX (TETON Westwood Balanced Fund) and BERIX (Chartwell Income Fund) are both Diversified Portfolio funds. Over the past 10 years, WEBAX returned 6.87%/yr vs 4.82%/yr for BERIX. A 0.66 correlation means they provide meaningful diversification when combined. WEBAX charges 1.41%/yr vs 0.64%/yr for BERIX.
Performance
WEBAX vs. BERIX - Performance Comparison
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Returns By Period
In the year-to-date period, WEBAX achieves a 3.77% return, which is significantly higher than BERIX's 2.36% return. Over the past 10 years, WEBAX has outperformed BERIX with an annualized return of 6.87%, while BERIX has yielded a comparatively lower 4.82% annualized return.
WEBAX
- 1D
- -0.51%
- 1M
- -0.41%
- YTD
- 3.77%
- 6M
- 3.34%
- 1Y
- 9.90%
- 3Y*
- 9.12%
- 5Y*
- 4.78%
- 10Y*
- 6.87%
BERIX
- 1D
- 0.00%
- 1M
- -1.92%
- YTD
- 2.36%
- 6M
- 2.34%
- 1Y
- 10.06%
- 3Y*
- 9.00%
- 5Y*
- 4.21%
- 10Y*
- 4.82%
WEBAX vs. BERIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WEBAX TETON Westwood Balanced Fund | 3.77% | 7.91% | 9.63% | 9.71% | -12.42% | 14.66% | 4.60% | 18.75% | -3.66% | 14.15% |
BERIX Chartwell Income Fund | 2.36% | 13.23% | 7.20% | 7.77% | -10.14% | 7.35% | 4.49% | 9.69% | -0.81% | 3.92% |
Correlation
The correlation between WEBAX and BERIX is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.63 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 1991 | 0.66 |
Over the past year, the correlation between WEBAX and BERIX has dropped to 0.40 - well below their long-term average of 0.66, suggesting their price drivers have been diverging.
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Return for Risk
WEBAX vs. BERIX — Risk / Return Rank
WEBAX
BERIX
WEBAX vs. BERIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TETON Westwood Balanced Fund (WEBAX) and Chartwell Income Fund (BERIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WEBAX | BERIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.62 | ||
| Sortino ratioReturn per unit of downside risk | -0.61 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.39 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.86 | 3.03 | -1.17 |
| Martin ratioReturn relative to average drawdown | 7.58 | 11.37 | -3.79 |
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Drawdowns
WEBAX vs. BERIX - Drawdown Comparison
The maximum WEBAX drawdown since its inception was -34.24%, which is greater than BERIX's maximum drawdown of -20.34%. Use the drawdown chart below to compare losses from any high point for WEBAX and BERIX.
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Drawdown Indicators
| WEBAX | BERIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.24% | -20.34% | -13.90% |
Max Drawdown (1Y)Largest decline over 1 year | -5.73% | -3.36% | -2.37% |
Max Drawdown (3Y)Largest decline over 3 years | -10.44% | -5.82% | -4.62% |
Max Drawdown (5Y)Largest decline over 5 years | -19.20% | -15.73% | -3.47% |
Max Drawdown (10Y)Largest decline over 10 years | -23.43% | -20.34% | -3.09% |
Current DrawdownCurrent decline from peak | -1.22% | -3.36% | +2.14% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -2.59% | -1.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.40% | 0.89% | +0.51% |
Volatility
WEBAX vs. BERIX - Volatility Comparison
TETON Westwood Balanced Fund (WEBAX) has a higher volatility of 2.84% compared to Chartwell Income Fund (BERIX) at 1.58%. This indicates that WEBAX's price experiences larger fluctuations and is considered to be riskier than BERIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WEBAX | BERIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.84% | 1.58% | +1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 6.28% | 4.44% | +1.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.77% | 5.12% | +2.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.25% | 5.98% | +4.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.74% | 6.03% | +4.71% |
WEBAX vs. BERIX - Expense Ratio Comparison
WEBAX has a 1.41% expense ratio, which is higher than BERIX's 0.64% expense ratio.
Dividends
WEBAX vs. BERIX - Dividend Comparison
WEBAX's dividend yield for the trailing twelve months is around 13.93%, more than BERIX's 4.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BERIX Chartwell Income Fund | 4.15% | 3.97% | 3.90% | 3.36% | 3.54% | 2.58% | 3.07% | 3.03% | 5.83% | 5.22% | 2.76% | 2.45% |
WEBAX TETON Westwood Balanced Fund | 13.93% | 14.68% | 7.48% | 3.69% | 7.37% | 13.13% | 5.13% | 7.79% | 13.20% | 7.23% | 6.40% | 8.36% |
Frequently Asked Questions
WEBAX and BERIX have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WEBAX has higher volatility (2.84%) compared to BERIX (1.58%). In terms of maximum drawdown, WEBAX dropped -34.24% vs BERIX's -20.34%.
BERIX currently has the higher Sharpe Ratio (1.99 vs 1.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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