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Weitz Partners III Opportunity Instl (WPOPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.67-0.02 (-0.16%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.02%
5-year average return6.22%
Number of years up13
Number of years down5
Best 1-yr total return (2 Jun 2024)42.05%
Worst 1-yr total return (2 Jun 2024)N/A
Best 3-yr total return42.05%
Worst 3-yr total return-1.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWPOPXCategory
YTD2.30%9.18%
1-month-5.46%-0.20%
3-month-0.08%3.85%
1-year13.58%22.90%
3-year-2.00%7.45%
5-year4.35%7.00%
10-year4.57%4.81%
Last bull market19.74%11.80%
Last bear market-13.84%-12.04%

Annual total return (%) history

Year
WPOPXCategory
2024
N/AN/A
2023
17.32%N/A
2022
-22.46%N/A
2021
12.45%N/A
2020
9.46%7.89%
2019
34.22%11.90%
2018
-5.21%-6.29%
2017
5.45%11.18%
2016
6.28%2.34%
2015
-7.23%-2.02%
2014
4.54%2.92%
2013
32.81%14.62%
2012
12.91%5.15%
2011
5.56%-2.81%
2010
33.03%4.13%
2009
42.05%10.46%
2008
-34.45%-15.40%
2007
-12.86%4.42%
2006
20.39%7.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.21%N/AN/AN/A
20233.06%8.03%-0.57%5.98%
2022-5.09%-13.84%-10.08%5.45%
20217.30%3.92%-0.06%0.91%
2020-16.17%11.42%7.59%8.92%
201919.48%3.73%2.95%5.19%
20181.80%0.93%4.60%-11.80%
20175.24%0.59%2.05%-2.39%
20162.12%-1.46%4.06%1.49%
20154.34%-3.53%-7.66%-0.19%
20141.22%2.43%-2.34%3.24%
201313.81%4.18%5.52%6.15%
20127.84%-2.71%4.12%3.37%
20118.51%-0.11%-12.84%11.74%
201016.00%-6.11%9.55%11.49%
20091.62%16.45%17.42%2.22%
2008-9.14%-7.12%-1.51%-21.13%
2007-0.88%4.33%-9.24%-7.15%
20062.50%1.50%4.49%10.75%

Rank in category (by total return)

YTD65
1-month96
3-month90
1-year44
3-year83
5-year71

Load adjusted returns

1-year13.58%
3-year-2.00%
5-year4.35%
10-year4.57%