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Weitz Large Cap Equity-Institutional Cl (WVAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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55.77-0.04 (-0.07%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.26%
5-Year Average Return11.69%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Jun 26, 2024)34.49%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return34.49%
Worst 3-Yr Total Return4.42%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWVAIXCategory
YTD2.66%5.31%
1-Month1.68%-4.19%
3-Month-2.82%3.90%
1-Year19.98%20.31%
3-Year4.29%6.48%
5-Year12.39%11.78%
10-Year9.04%10.96%
Last Bull Market24.62%25.56%
Last Bear Market-16.03%-15.11%

Annual Total Return (%) History

Year
WVAIXCategory
2024
N/AN/A
2023
29.81%22.32%
2022
-22.65%-16.96%
2021
26.99%26.07%
2020
18.68%15.83%
2019
34.49%28.78%
2018
-4.67%-6.27%
2017
15.80%20.44%
2016
3.13%10.37%
2015
-4.30%-1.07%
2014
N/A10.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.79%N/AN/AN/A
20236.05%12.32%-1.74%10.91%
2022-7.96%-16.03%-7.10%7.73%
20217.42%9.22%2.47%5.63%
2020-18.94%19.16%11.50%10.19%
201915.42%7.62%1.41%6.77%
20180.65%2.62%5.59%-12.59%
20176.47%2.11%3.36%3.04%
2016-0.23%-0.41%2.50%1.27%
20153.64%-1.59%-7.01%0.90%
20144.07%N/AN/AN/A

Rank In Category (By Total Return)

YTD97
1-Month97
3-Month99
1-Year84
3-Year90
5-Year81

Load Adjusted Returns

1-Year19.98%
3-Year4.29%
5-Year12.39%
10-Year9.04%