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Sunday, December 6, 2009, 4:53AM ET - U.S. Markets Closed. Dow  0.22% Nasdaq  0.98%

Weitz Balanced (WBALX)

On Dec 4: 9.76   0.04 (0.41%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Average Number of Years Up: 3 Number of Years Down: 2 Best 1 Yr Total Return (2006): 14.33% Worst 1 Yr Total Return (2008): -26.82% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic WBALX Category Alpha (against Standard Index) -4.14 -2.88 Beta (against Standard Index) 1.04 1.08 Mean Annual Return -3.94 -0.13 R-squared (against Standard Index) 77 93.44 Standard Deviation 15.45 14.69 Sharpe Ratio -0.34 N/A Treynor Ratio -6.13 N/A 5 Years Statistic WBALX Category Alpha (against Standard Index) -3.46 -2.47 Beta (against Standard Index) 1.00 1.06 Mean Annual Return 0.91 0.23 R-squared (against Standard Index) 74 92.52 Standard Deviation 12.40 11.89 Sharpe Ratio -0.11 N/A Treynor Ratio -2.11 N/A 10 Years Statistic WBALX Category Alpha (against Standard Index) N/A -2.17 Beta (against Standard Index) N/A 1.05 Mean Annual Return N/A 0.26 R-squared (against Standard Index) N/A 86.72 Standard Deviation N/A 11.31 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A
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