Home
Mail
News
Sport
Finance
Celebrity
Style
Weather
Mobile
Messenger
Movies
More
Yahoo
Mail
News
Market Data
Crypto
Bank of England
Money Matters
Property
Top Stocks
Work & Management
Industry News
Brexit
My Portfolio
My Screeners
Watchlists
Videos
UK markets closed
FTSE 100
8,433.76
+52.41
(+0.63%)
FTSE 250
20,645.38
+114.08
(+0.56%)
AIM
789.87
+6.17
(+0.79%)
GBP/EUR
1.1622
+0.0011
(+0.09%)
GBP/USD
1.2525
+0.0001
(+0.01%)
Bitcoin GBP
48,689.17
+106.33
(+0.22%)
MONEY
Best savings accounts that offer above inflation rates
How to earn the most interest on your savings
Weitz Conservative Allocation-Instl Cl (WBAIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
17.12
+0.05
(+0.29%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
3.02%
5-year average return
6.09%
Number of years up
3
Number of years down
1
Best 1-yr total return (8 May 2024)
13.27%
Worst 1-yr total return (8 May 2024)
N/A
Best 3-yr total return
13.27%
Worst 3-yr total return
3.42%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
WBAIX
Category
YTD
1.57%
5.91%
1-month
-2.55%
0.61%
3-month
0.48%
4.02%
1-year
8.56%
18.59%
3-year
2.40%
8.56%
5-year
5.61%
7.44%
10-year
5.35%
6.20%
Last bull market
11.19%
11.89%
Last bear market
-7.63%
-8.23%
Annual total return (%) history
Year
WBAIX
Category
2024
N/A
N/A
2023
10.44%
N/A
2022
-9.84%
N/A
2021
13.27%
N/A
2020
8.33%
8.86%
2019
N/A
14.81%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
4.22%
N/A
N/A
N/A
2023
2.48%
3.77%
-0.87%
4.75%
2022
-3.75%
-7.63%
-3.64%
5.24%
2021
3.69%
4.04%
1.18%
3.78%
2020
-7.89%
7.76%
4.27%
4.67%
2019
4.38%
1.33%
3.11%
N/A
Rank in category (by total return)
YTD
15
1-month
35
3-month
33
1-year
13
3-year
7
5-year
9
Load adjusted returns
1-year
8.56%
3-year
2.40%
5-year
5.61%
10-year
5.35%
Data disclaimer
Help
Suggestions
Terms
and
Privacy Policy
Privacy dashboard
About our ads
© 2024 Yahoo. All rights reserved.