Nasdaq - Delayed Quote USD

Weitz Short Duration Income Investor (WSHNX)

11.80 0.00 (0.00%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.07%
5y Average Return 2.21%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (Apr 23, 2024) 6.25%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 6.25%
Worst 3Y Total Return 0.43%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WSHNX
Category
YTD
1.12%
0.44%
1-Month
0.56%
0.02%
3-Month
1.12%
0.56%
1-Year
5.36%
2.65%
3-Year
1.54%
3.38%
5-Year
2.22%
2.40%
10-Year
1.88%
2.01%
Last Bull Market
2.12%
2.63%
Last Bear Market
-1.41%
-0.33%

Annual Total Return (%) History

Year
WSHNX
Category
2024
--
--
2023
6.25%
--
2022
-2.86%
--
2021
0.98%
--
2020
3.27%
3.81%
2019
4.02%
4.72%
2018
1.13%
0.92%
2017
1.34%
1.73%

2016
2.93%
2.08%
2015
-0.07%
0.19%
2014
1.47%
1.07%
2013
0.93%
0.45%
2012
3.79%
3.67%
2011
--
1.66%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.12% -- -- --
2023 1.98% 0.64% 1.04% 2.46%
2022 -1.77% -1.41% -0.73% 1.04%
2021 0.66% 0.48% 0.11% -0.27%
2020 -2.19% 3.79% 0.93% 0.80%
2019 1.47% 1.29% 0.73% 0.47%
2018 -0.33% 0.41% 0.31% 0.73%
2017 0.57% 0.54% 0.38% -0.15%
2016 1.36% 1.62% 0.48% -0.54%
2015 0.70% -0.26% 0.05% -0.55%

2014 0.53% 0.67% -0.31% 0.57%
2013 1.11% -1.36% 1.00% 0.18%
2012 1.35% 0.50% 1.28% 0.61%
2011 0.49% -- -- --

Rank in Category (By Total Return)

YTD 23
1-Month 53
3-Month 23
1-Year 30
3-Year 10
5-Year 18

Load Adjusted Returns

1-Year 5.36%
3-Year 1.54%
5-Year 2.22%
10-Year 1.88%

Performance & Risk

YTD Return 1.07%
5y Average Return 2.21%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.23
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family Weitz
Net Assets 854.01M
YTD Return 1.12%
Yield 4.27%
Morningstar Rating
Inception Date Dec 23, 1988

Fund Summary

Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in debt securities. These debt securities may include U.S. government securities (including agency securities, and securities issued by government-sponsored enterprises such as Fannie Mae and Freddie Mac, including their mortgage-backed securities), corporate debt securities, other mortgage-backed securities, asset-backed securities and securities issued by foreign governments, which may include sovereign debt.

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