WEFIX - Weitz Short Duration Income Instl

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return0.27%
5-Year Average Return1.57%
Number of Years Up28
Number of Years Down1
Best 1 Yr Total Return (Jul 30, 2018)10.85%
Worst 1 Yr Total Return (Jul 30, 2018)0.25%
Best 3-Yr Total Return10.85%
Worst 3-Yr Total Return1.01%

Trailing Returns (%) Vs. Benchmarks

ReturnWEFIXCategory
YTD0.27%0.11%
1-Month0.08%0.17%
3-Month0.63%0.48%
1-Year0.35%0.29%
3-Year1.47%1.21%
5-Year1.57%1.23%
10-Year3.02%2.32%
Last Bull Market2.27%2.63%
Last Bear Market0.16%-0.34%

Annual Total Return (%) History

Year
WEFIXCategory
2018
N/AN/A
2017
1.54%1.73%
2016
3.11%2.08%
2015
0.25%0.19%
2014
1.69%1.07%
2013
1.11%0.45%
2012
4.04%3.67%
2011
2.11%1.66%
2010
4.74%4.11%
2009
10.85%9.30%
2008
2.29%-4.23%
2007
6.10%4.29%
2006
4.04%4.05%
2005
1.60%1.45%
2004
2.64%1.63%
2003
6.30%2.54%
2002
4.18%5.47%
2001
8.45%7.27%
2000
9.66%7.59%
1999
0.87%2.21%
1998
6.81%6.27%
1997
8.61%6.59%
1996
4.42%4.56%
1995
15.78%11.03%
1994
-2.35%-0.65%
1993
7.99%6.97%
1992
5.51%6.44%
1991
11.36%14.10%
1990
9.07%6.98%
1989
9.06%9.43%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2018-0.28%0.46%N/AN/A
20170.62%0.59%0.43%-0.11%
20161.34%1.71%0.53%-0.49%
20150.75%-0.20%0.11%-0.41%
20140.56%0.82%-0.33%0.64%
20131.11%-1.25%1.04%0.23%
20121.46%0.54%1.32%0.67%
20110.65%1.13%-0.16%0.49%
20101.82%1.39%1.46%0.00%
20092.13%4.12%3.57%0.66%
20082.34%-0.58%-1.14%1.69%
20071.50%0.18%2.12%2.19%
2006-0.09%0.36%2.59%1.14%
2005-0.17%1.39%-0.09%0.47%
20041.56%-1.02%1.48%0.62%
20031.16%3.02%0.32%1.66%
2002-0.18%0.10%1.95%2.27%
20013.60%1.65%2.45%0.52%
20000.95%1.62%3.13%3.66%
19990.63%-0.35%0.42%0.17%
19981.72%1.77%2.84%0.33%
1997-0.19%3.15%3.16%2.26%
1996-0.91%0.32%2.02%2.96%
19955.05%5.05%1.55%3.32%
1994-1.73%-0.96%0.45%-0.11%
19933.73%2.07%2.20%-0.20%
19920.00%2.78%2.80%-0.14%
19912.50%1.50%3.64%3.28%
19901.38%2.31%2.40%2.69%
19891.59%3.40%1.82%1.97%

Rank In Category (By Total Return)

YTD36
1-Month78
3-Month16
1-Year43
3-Year30
5-Year26

Load Adjusted Returns

1-Year0.35%
3-Year1.47%
5-Year1.57%
10-Year3.02%