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Weitz Conservative Allocation-Instl Cl (WBAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.12+0.05 (+0.29%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.02%
5-year average return6.09%
Number of years up3
Number of years down1
Best 1-yr total return (8 May 2024)13.27%
Worst 1-yr total return (8 May 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
YTD1.57%5.91%
1-month-2.55%0.61%
3-month0.48%4.02%
1-year8.56%18.59%
3-year2.40%8.56%
5-year5.61%7.44%
10-year5.35%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)

YTD15
1-month35
3-month33
1-year13
3-year7
5-year9

Load adjusted returns

1-year8.56%
3-year2.40%
5-year5.61%
10-year5.35%