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Weitz Short-Intermediate Inc Instl (WEFIX)

12.38 0.00(0.00%) May 3

Performance Overview as of Mar 30, 2016Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:4.00
Year-to-Date Return:1.34%
5-Year Average Return:1.97%
Number of Years Up:26
Number of Years Down:1
Best 1 Yr Total Return (2009-12-31):10.85%
Worst 1 Yr Total Return (2015-12-31):0.25%
Best 3-Yr Total Return (N/A):6.36%
Worst 3-Yr Total Return (N/A):1.01%
Load Adjusted Returns 
1-Year:0.83%
3-Year:1.09%
5-Year:1.97%
10-Year:3.83%
Trailing Returns (%) vs. Benchmarks 
ReturnWEFIXCategoryDiffIndex*Diff
Year To Date1.34N/AN/AN/AN/A
1-Month0.92N/AN/AN/AN/A
3-Month1.34N/AN/AN/AN/A
1-Year0.83N/AN/AN/AN/A
3-Year1.09N/AN/AN/AN/A
5-Year1.97N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)2.27N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)0.16N/AN/AN/AN/A
Annual Total Return (%) History () 
YearWEFIXCategoryDiff
2016N/AN/AN/A
2015
 
0.25N/AN/A
2014
 
1.69N/AN/A
2013
 
1.11N/AN/A
2012
 
4.04N/AN/A
2011
 
2.11N/AN/A
2010
 
4.74N/AN/A
2009
 
10.85N/AN/A
2008
 
2.29N/AN/A
2007
 
6.10N/AN/A
2006
 
4.04N/AN/A
2005
 
1.60N/AN/A
2004
 
2.64N/AN/A
2003
 
6.30N/AN/A
2002
 
4.18N/AN/A
2001
 
8.45N/AN/A
2000
 
9.66N/AN/A
1999
 
0.87N/AN/A
1998
 
6.81N/AN/A
1997
 
8.61N/AN/A
1996
 
4.42N/AN/A
1995
 
15.78N/AN/A
1994
 
-2.35N/AN/A
1993
 
7.99N/AN/A
1992
 
5.51N/AN/A
1991
 
11.36N/AN/A
1990
 
9.07N/AN/A
1989
 
9.06N/AN/A
Past Quarterly Returns (%) for WEFIX 
Q1Q2Q3Q4
20161.34N/AN/AN/A
20150.75-0.200.11-0.41
20140.560.82-0.330.64
20131.11-1.251.040.23
20121.460.541.320.67
20110.651.13-0.160.49
20101.821.391.460.00
20092.134.123.570.66
20082.34-0.58-1.141.69
20071.500.182.122.19
2006-0.090.362.591.14
2005-0.171.39-0.090.47
20041.56-1.021.480.62
20031.163.020.321.66
2002-0.180.101.952.27
20013.601.652.450.52
20000.951.623.133.66
19990.63-0.350.420.17
19981.721.772.840.33
1997-0.193.153.162.26
1996-0.910.322.022.96
19955.055.051.553.32
1994-1.73-0.960.45-0.11
19933.732.072.20-0.20
19920.002.782.80-0.14
19912.501.503.643.28
19901.382.312.402.69
19891.593.401.821.97
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date25N/A
1-Month25N/A
3-Month25N/A
6-Month23N/A
1-Year29N/A
3-Year26N/A
5-Year27N/A