Nasdaq - Delayed Quote • USD
Weitz Multi Cap Equity-Institutional Cl (WPVIX)
At close: 8:01 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 33.61% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WPVIX | Category Average | WPVIX | Category Average | WPVIX | Category Average | |
| Alpha | -5.74 | -0.02 | -5.17 | -0.01 | -6.07 | -0.02 |
| BETA | 0.98 | 0.01 | 1.04 | 0.01 | 1.01 | 0.01 |
| Mean Annual Return | 0.55 | 0.01 | 0.93 | 0.01 | 0.62 | 0.01 |
| R-squared | 92.27 | 0.95 | 89.86 | 0.95 | 87.8 | 0.95 |
| Standard Deviation | 18.01 | 0.19 | 20.08 | 0.15 | 16.36 | 0.14 |
| Sharpe Ratio | 0.2 | 0.01 | 0.45 | 0.01 | 0.37 | 0.01 |
| Treynor Ratio | 2.14 | 0.16 | 7.02 | 0.15 | 4.73 | 0.12 |
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