Nasdaq - Delayed Quote USD

Weitz Multi Cap Equity-Investor Cl (WPVLX)

31.23 +0.08 (+0.26%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.17%
5y Average Return 7.06%
Number of Years Up 30
Number of Years Down 10
Best 1Y Total Return (Apr 24, 2024) 33.26%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 33.26%
Worst 3Y Total Return 1.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WPVLX
Category
YTD
8.97%
14.84%
1-Month
2.57%
1.65%
3-Month
8.97%
7.55%
1-Year
25.84%
40.47%
3-Year
4.88%
16.77%
5-Year
9.22%
16.15%
10-Year
6.04%
13.21%
Last Bull Market
38.60%
24.09%
Last Bear Market
-14.95%
-17.61%

Annual Total Return (%) History

Year
WPVLX
Category
2024
--
--
2023
17.80%
--
2022
-21.21%
--
2021
23.57%
--
2020
7.57%
15.83%
2019
33.26%
28.78%
2018
-11.50%
-6.27%
2017
11.46%
20.44%

2016
6.22%
10.37%
2015
-9.25%
-1.07%
2014
7.91%
10.96%
2013
30.87%
31.50%
2012
17.92%
14.96%
2011
2.19%
-1.27%
2010
27.49%
14.01%
2009
31.30%
28.17%
2008
-38.06%
-37.79%
2007
-8.54%
6.16%
2006
22.53%
14.17%
2005
-2.42%
5.88%
2004
14.99%
10.02%
2003
25.38%
27.05%
2002
-16.99%
-22.25%
2001
-0.86%
-13.50%
2000
21.07%
-6.31%
1999
22.02%
20.16%
1998
29.13%
22.39%
1997
40.64%
28.37%
1996
19.04%
20.76%
1995
38.66%
32.35%
1994
-8.97%
-0.93%
1993
23.03%
10.21%
1992
15.14%
7.00%
1991
28.00%
30.90%
1990
-6.35%
-3.13%
1989
20.25%
25.43%
1988
14.93%
14.20%
1987
4.25%
3.78%
1986
11.16%
16.30%
1985
40.72%
28.28%
1984
14.43%
2.28%
1983
--
20.83%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.97% -- -- --
2023 2.01% 9.15% -2.08% 8.04%
2022 -8.71% -14.95% -6.39% 8.40%
2021 8.34% 7.51% -0.03% 6.12%
2020 -26.32% 18.23% 7.08% 15.32%
2019 15.26% 6.08% 1.80% 7.06%
2018 -0.48% 0.39% 5.41% -15.97%
2017 6.37% 0.94% 1.97% 1.80%
2016 1.73% -1.05% 3.76% 1.69%
2015 3.27% -3.74% -8.23% -0.53%

2014 2.25% 2.01% -1.39% 4.92%
2013 11.85% 3.78% 4.62% 7.77%
2012 10.50% -1.38% 5.19% 2.86%
2011 7.09% -0.05% -14.66% 11.86%
2010 12.94% -6.09% 8.58% 10.70%
2009 -4.39% 16.75% 16.17% 1.25%
2008 -12.91% -6.92% -2.36% -21.74%
2007 0.41% 5.05% -7.20% -6.56%
2006 3.29% 2.36% 5.28% 10.07%
2005 -3.85% 1.98% -3.39% 3.00%
2004 4.84% -1.28% 2.35% 8.55%
2003 -4.31% 18.16% 0.21% 10.66%
2002 -0.38% -13.30% -13.30% 10.86%
2001 -1.12% 6.50% -11.03% 5.81%
2000 -1.76% 1.78% 10.18% 9.91%
1999 8.14% 9.40% -2.68% 5.98%
1998 16.62% 6.15% -9.03% 14.66%
1997 1.82% 14.52% 11.40% 8.27%
1996 6.06% 3.72% 1.40% 6.72%
1995 8.82% 11.21% 10.38% 3.80%
1994 -7.50% 1.08% 1.71% -4.28%
1993 6.93% 2.72% 7.32% 4.37%
1992 2.82% 1.79% 0.58% 9.38%
1991 14.54% 0.60% 6.25% 4.55%
1990 -4.83% 4.94% -10.05% 4.24%
1989 6.51% 7.13% 5.83% -0.43%
1988 5.88% 4.17% 2.80% 1.36%
1987 9.86% -0.52% 4.31% -8.55%
1986 11.79% 1.02% -2.14% 0.59%
1985 16.30% 6.07% 2.20% 11.61%
1984 1.57% 0.00% 9.83% 2.59%
1983 7.17% 2.24% -- --

Rank in Category (By Total Return)

YTD 73
1-Month 86
3-Month 73
1-Year 68
3-Year 97
5-Year 97

Load Adjusted Returns

1-Year 25.84%
3-Year 4.88%
5-Year 9.22%
10-Year 6.04%

Performance & Risk

YTD Return 4.17%
5y Average Return 7.06%
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 8.97%
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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