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Weitz Short-Intermediate Inc Instl (WEFIX)

12.51 0.00(0.00%) Sep 19

Risk as of Aug 30, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:3
Number of Years Up24
Number of Years Down1
Best 1 Yr Total Return(Dec 30, 2009):10.85%
Worst 1 Yr Total Return(Dec 30, 1999):0.87%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticWEFIXCategory
Alpha (against Standard Index)1.330.83
Beta (against Standard Index)0.280.31
Mean Annual Return0.180.15
R-squared (against Standard Index)37.0241.26
Standard Deviation1.211.30
Sharpe Ratio1.761.29
Treynor Ratio7.6614.68
5 Years
StatisticWEFIXCategory
Alpha (against Standard Index)1.531.13
Beta (against Standard Index)0.310.34
Mean Annual Return0.250.22
R-squared (against Standard Index)44.9543.37
Standard Deviation1.321.52
Sharpe Ratio2.201.67
Treynor Ratio9.349.20
10 Years
StatisticWEFIXCategory
Alpha (against Standard Index)0.770.13
Beta (against Standard Index)0.480.41
Mean Annual Return0.320.25
R-squared (against Standard Index)59.1439.13
Standard Deviation1.972.29
Sharpe Ratio1.100.61
Treynor Ratio4.803.96