Nasdaq - Delayed Quote • USD
Weitz Large Cap Equity-Investor Cl (WVALX)
At close: 8:01 PM EDT
Fund Summary
Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of large-cap companies. The Adviser considers large-cap companies to be those with market capitalizations that would be included in the Russell 1000 Index. It may invest in securities issued by non-U.S. companies, which may be denominated in U.S. dollars or foreign currencies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 34.13% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 27 |
| Number of Years Down | 10 |
Performance & Risk
| YTD Return | 1.74% |
| 5y Average Return | 11.44% |
| Rank in Category (ytd) | 84 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WVALX | Category Average | WVALX | Category Average | WVALX | Category Average | |
| Alpha | -3.02 | -0.02 | -1.25 | -0.01 | -2.63 | -0.02 |
| BETA | 1.04 | 0.01 | 1 | 0.01 | 0.97 | 0.01 |
| Mean Annual Return | 0.82 | 0.01 | 1.21 | 0.01 | 0.86 | 0.01 |
| R-squared | 94.18 | 0.95 | 94.34 | 0.95 | 91.33 | 0.95 |
| Standard Deviation | 18.93 | 0.19 | 18.9 | 0.15 | 15.34 | 0.14 |
| Sharpe Ratio | 0.37 | 0.01 | 0.66 | 0.01 | 0.58 | 0.01 |
| Treynor Ratio | 5.2 | 0.16 | 11.36 | 0.15 | 8.39 | 0.12 |
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