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Weitz Partners III Opportunity Investor (WPOIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.63+0.05 (+0.43%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.32%
5-year average return3.27%
Number of years up9
Number of years down3
Best 1-yr total return (5 May 2024)33.48%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return33.48%
Worst 3-yr total return-2.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWPOIXCategory
YTD2.07%9.18%
1-month-5.43%-0.20%
3-month-0.26%3.85%
1-year12.77%22.90%
3-year-2.57%7.45%
5-year3.73%7.00%
10-year4.02%4.81%
Last bull market19.24%11.80%
Last bear market-13.83%-12.04%

Annual total return (%) history

Year
WPOIXCategory
2024
N/AN/A
2023
16.51%N/A
2022
-22.83%N/A
2021
11.80%N/A
2020
8.82%7.89%
2019
33.48%11.90%
2018
-5.80%-6.29%
2017
4.99%11.18%
2016
5.70%2.34%
2015
-7.56%-2.02%
2014
4.26%2.92%
2013
32.38%14.62%
2012
12.69%5.15%
2011
N/A-2.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.93%N/AN/AN/A
20232.83%7.96%-0.79%5.78%
2022-5.18%-13.83%-10.22%5.20%
20217.11%3.77%-0.18%0.78%
2020-16.30%11.32%7.37%8.76%
201919.37%3.59%2.80%5.00%
20181.64%0.82%4.45%-11.98%
20175.14%0.47%1.96%-2.51%
20162.01%-1.55%3.90%1.30%
20154.26%-3.63%-7.76%-0.27%
20141.23%2.33%-2.42%3.14%
201313.63%4.13%5.48%6.06%
20127.77%-2.80%4.05%3.38%
201111.56%N/AN/AN/A

Rank in category (by total return)

YTD67
1-month95
3-month91
1-year49
3-year86
5-year80

Load adjusted returns

1-year12.77%
3-year-2.57%
5-year3.73%
10-year4.02%