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Weitz Balanced Fund - Investor Class (WBALX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.97+0.05 (+0.30%)
At close: 8:01PM EDT

Risk Overview

Morningstar Risk Rating★★★
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)28.77%
Worst 1 Yr Total Return (Feb 3, 2019)-26.82%

Risk Statistics

3 Years
WBALXCategory Average
5 Years
WBALXCategory Average
10 Years
WBALXCategory Average
Alpha
2.12-0.01
1.2-0.01
1.28-0
Beta
0.650.01
0.660.01
0.710.01
Mean Annual Return
0.750.01
0.670.01
0.580
R-squared
89.990.92
87.480.9
85.670.91
Standard Deviation
7.720.1
6.420.08
6.540.07
Sharpe Ratio
0.980.01
1.070.01
0.960.01
Treynor Ratio
11.860.07
10.540.07
8.90.07