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Weitz Multi Cap Equity-Institutional Cl (WPVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.02+0.01 (+0.03%)
At close: 06:53PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.97%
5-year average return8.44%
Number of years up6
Number of years down3
Best 1-yr total return (16 May 2024)33.61%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return33.61%
Worst 3-yr total return1.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWPVIXCategory
YTD1.85%5.31%
1-month-6.54%-4.19%
3-month0.61%3.90%
1-year16.00%20.31%
3-year0.78%6.48%
5-year6.54%11.78%
10-year5.56%10.96%
Last bull market23.99%25.56%
Last bear market-14.94%-15.11%

Annual total return (%) history

Year
WPVIXCategory
2024
N/AN/A
2023
18.01%22.32%
2022
-21.07%-16.96%
2021
23.82%26.07%
2020
7.81%15.83%
2019
33.61%28.78%
2018
-11.24%-6.27%
2017
11.74%20.44%
2016
6.45%10.37%
2015
-9.07%-1.07%
2014
N/A10.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.98%N/AN/AN/A
20232.03%9.20%-2.06%8.14%
2022-8.68%-14.94%-6.32%8.46%
20218.37%7.57%0.03%6.19%
2020-26.26%18.28%7.14%15.37%
201915.36%6.13%1.88%7.12%
2018-0.38%0.42%5.49%-15.90%
20176.48%1.00%2.02%1.85%
20161.76%-0.97%3.82%1.75%
20153.33%-3.67%-8.18%-0.50%
20144.92%N/AN/AN/A

Rank in category (by total return)

YTD92
1-month98
3-month94
1-year80
3-year97
5-year99

Load adjusted returns

1-year16.00%
3-year0.78%
5-year6.54%
10-year5.56%