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Weitz Conservative Allocation-Instl Cl (WBAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.02-0.01 (-0.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.72%
5-year average return6.00%
Number of years up3
Number of years down1
Best 1-yr total return (12 Jun 2024)13.27%
Worst 1-yr total return (12 Jun 2024)N/A
Best 3-yr total return13.27%
Worst 3-yr total return3.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWBAIXCategory
YTD3.14%5.91%
1-month1.54%0.61%
3-month0.29%4.02%
1-year10.44%18.59%
3-year2.62%8.56%
5-year6.32%7.44%
10-year5.40%6.20%
Last bull market11.19%11.89%
Last bear market-7.63%-8.23%

Annual total return (%) history

Year
WBAIXCategory
2024
N/AN/A
2023
10.44%N/A
2022
-9.84%N/A
2021
13.27%N/A
2020
8.33%8.86%
2019
N/A14.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.22%N/AN/AN/A
20232.48%3.77%-0.87%4.75%
2022-3.75%-7.63%-3.64%5.24%
20213.69%4.04%1.18%3.78%
2020-7.89%7.76%4.27%4.67%
20194.38%1.33%3.11%N/A

Rank in category (by total return)

YTD31
1-month97
3-month99
1-year45
3-year8
5-year8

Load adjusted returns

1-year10.44%
3-year2.62%
5-year6.32%
10-year5.40%