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Weitz Partners III Opportunity Investor (WPOIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.58-0.01 (-0.07%)
As of 8:01PM EDT. Market open.
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Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return9.84%
5-Year Average Return9.73%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Jul 30, 2017)32.38%
Worst 1 Yr Total Return (Jul 30, 2017)-7.56%
Best 3-Yr Total Return32.38%
Worst 3-Yr Total Return0.62%

Trailing Returns (%) Vs. Benchmarks

ReturnWPOIXCategory
YTD9.84%4.49%
1-Month3.98%0.55%
3-Month2.73%1.39%
1-Year11.10%8.87%
3-Year3.32%2.26%
5-Year9.73%6.29%
10-Year7.21%3.87%
Last Bull Market20.22%13.27%
Last Bear Market-14.36%-11.67%

Annual Total Return (%) History

Year
WPOIXCategory
2017
N/AN/A
2016
5.70%2.34%
2015
-7.56%-2.02%
2014
4.26%2.92%
2013
32.38%14.62%
2012
12.69%5.15%
2011
N/A-2.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20175.14%0.47%N/AN/A
20162.01%-1.55%3.90%1.30%
20154.26%-3.63%-7.76%-0.27%
20141.23%2.33%-2.42%3.14%
201313.63%4.13%5.48%6.06%
20127.77%-2.80%4.05%3.38%
201111.56%N/AN/AN/A

Rank In Category (By Total Return)

YTD15
1-Month3
3-Month35
1-Year25
3-Year55
5-Year18

Load Adjusted Returns

1-Year11.10%
3-Year3.32%
5-Year9.73%
10-Year7.21%