Nasdaq - Delayed Quote USD

Weitz Multi Cap Equity-Institutional Cl (WPVIX)

31.95 +0.24 (+0.76%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.75%
5y Average Return 7.00%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Apr 25, 2024) 33.61%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 33.61%
Worst 3Y Total Return 1.76%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WPVIX
Category
YTD
8.98%
14.84%
1-Month
2.56%
1.65%
3-Month
8.98%
7.55%
1-Year
26.04%
40.47%
3-Year
5.07%
16.77%
5-Year
9.43%
16.15%
10-Year
6.26%
13.21%
Last Bull Market
38.82%
24.09%
Last Bear Market
-14.94%
-17.61%

Annual Total Return (%) History

Year
WPVIX
Category
2024
--
--
2023
18.01%
--
2022
-21.07%
--
2021
23.82%
--
2020
7.81%
15.83%
2019
33.61%
28.78%
2018
-11.24%
-6.27%
2017
11.74%
20.44%

2016
6.45%
10.37%
2015
-9.07%
-1.07%
2014
--
10.96%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.98% -- -- --
2023 2.03% 9.20% -2.06% 8.14%
2022 -8.68% -14.94% -6.32% 8.46%
2021 8.37% 7.57% 0.03% 6.19%
2020 -26.26% 18.28% 7.14% 15.37%
2019 15.36% 6.13% 1.88% 7.12%
2018 -0.38% 0.42% 5.49% -15.90%
2017 6.48% 1.00% 2.02% 1.85%
2016 1.76% -0.97% 3.82% 1.75%
2015 3.33% -3.67% -8.18% -0.50%

2014 4.92% -- -- --

Rank in Category (By Total Return)

YTD 73
1-Month 86
3-Month 73
1-Year 67
3-Year 97
5-Year 96

Load Adjusted Returns

1-Year 26.04%
3-Year 5.07%
5-Year 9.43%
10-Year 6.26%

Performance & Risk

YTD Return 2.75%
5y Average Return 7.00%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Weitz
Net Assets 574.94M
YTD Return 8.98%
Yield 0.00%
Morningstar Rating
Inception Date Jul 31, 2014

Fund Summary

The fund’s investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. 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 companies with market capitalizations that would be included in the Russell 3000 Index.

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