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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

Risk overview

Morningstar risk rating★★
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

Risk statistics

3 years
WBAIXCategory average
5 years
WBAIXCategory average
10 years
WBAIXCategory average
Alpha
0.82-0.01
1.19-0.01
1.01-0
BETA
0.670.01
0.640.01
0.680.01
Mean annual return
0.230.01
0.490.01
0.460.01
R-squared
91.180.92
91.30.91
88.80.91
Standard deviation
8.740.1
8.380.08
7.180.07
Sharpe ratio
-0.040.01
0.430.01
0.550.01
Treynor ratio
-1.080.09
5.30.08
5.640.07