Nasdaq - Delayed Quote USD

Weitz Large Cap Equity-Investor Cl (WVALX)

51.76
+0.19
+(0.37%)
At close: 8:04:32 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.92%
5y Average Return 13.14%
Number of Years Up 28
Number of Years Down 10
Best 1Y Total Return (May 14, 2025) 34.13%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 34.13%
Worst 3Y Total Return 2.49%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WVALX
Category
YTD
-6.45%
5.31%
1-Month
-2.71%
-4.19%
3-Month
-11.27%
3.90%
1-Year
4.44%
20.31%
3-Year
8.08%
6.48%
5-Year
11.65%
11.78%
10-Year
8.19%
10.96%
Last Bull Market
17.12%
25.56%
Last Bear Market
-16.05%
-15.11%

Annual Total Return (%) History

Year
WVALX
Category
2025
--
--
2024
12.66%
--
2023
29.62%
22.32%
2022
-22.76%
-16.96%
2021
26.78%
26.07%
2020
18.43%
15.83%
2019
34.13%
28.78%
2018
-4.87%
-6.27%

2017
15.55%
20.44%
2016
2.88%
10.37%
2015
-4.47%
-1.07%
2014
9.54%
10.96%
2013
31.75%
31.50%
2012
13.17%
14.96%
2011
6.12%
-1.27%
2010
19.94%
14.01%
2009
27.62%
28.17%
2008
-40.74%
-37.79%
2007
-10.35%
6.16%
2006
21.85%
14.17%
2005
-2.77%
5.88%
2004
15.74%
10.02%
2003
28.73%
27.05%
2002
-17.10%
-22.25%
2001
0.24%
-13.50%
2000
19.62%
-6.31%
1999
20.97%
20.16%
1998
28.95%
22.39%
1997
38.93%
28.37%
1996
18.70%
20.76%
1995
38.37%
32.35%
1994
-9.82%
-0.93%
1993
20.01%
--
1992
13.60%
--
1991
27.62%
--
1990
-5.16%
--
1989
22.06%
--
1988
16.44%
--
1987
-0.61%
--
1986
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.84% -- -- --
2024 7.74% -2.45% 7.78% -0.55%
2023 6.01% 12.28% -1.76% 10.86%
2022 -8.00% -16.05% -7.17% 7.72%
2021 7.38% 9.19% 2.41% 5.59%
2020 -18.98% 19.11% 11.46% 10.11%
2019 15.32% 7.54% 1.36% 6.71%
2018 0.61% 2.55% 5.52% -12.62%
2017 6.43% 2.06% 3.29% 2.99%
2016 -0.29% -0.47% 2.43% 1.20%

2015 3.60% -1.64% -7.07% 0.88%
2014 2.99% 2.35% -0.09% 4.01%
2013 13.39% 3.96% 2.74% 8.78%
2012 9.50% -1.17% 4.51% 0.06%
2011 5.69% 0.84% -10.68% 11.47%
2010 10.20% -8.88% 8.90% 9.68%
2009 -9.33% 16.90% 16.60% 3.27%
2008 -12.46% -7.39% -2.86% -24.75%
2007 -0.42% 4.52% -7.72% -6.65%
2006 2.57% 2.56% 4.81% 10.52%
2005 -4.14% 1.90% -3.23% 2.85%
2004 5.59% -1.20% 2.31% 8.44%
2003 -3.83% 19.47% 0.62% 11.35%
2002 -0.12% -12.46% -14.89% 11.39%
2001 -1.39% 6.80% -11.08% 7.04%
2000 -3.23% 1.80% 10.34% 10.06%
1999 6.71% 9.23% -2.87% 6.84%
1998 16.54% 6.20% -7.31% 12.40%
1997 1.94% 14.12% 10.97% 7.62%
1996 5.88% 4.27% 1.18% 6.27%
1995 7.76% 11.31% 10.77% 4.14%
1994 -6.67% 0.89% 0.84% -5.02%
1993 6.81% 1.52% 6.95% 3.49%
1992 2.58% 1.78% 0.37% 8.40%
1991 14.44% 0.18% 6.08% 4.94%
1990 -3.66% 4.71% -9.65% 4.05%
1989 7.29% 8.20% 5.23% -0.09%
1988 8.45% 4.45% 2.29% 0.49%
1987 4.25% -0.14% 2.98% -7.28%
1986 1.08% 0.49% -- --

Rank in Category (By Total Return)

YTD 82
1-Month 96
3-Month 96
1-Year 90
3-Year 86
5-Year 92

Load Adjusted Returns

1-Year 4.44%
3-Year 8.08%
5-Year 11.65%
10-Year 8.19%

Performance & Risk

YTD Return -1.92%
5y Average Return 13.14%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Weitz
Net Assets 819.68M
YTD Return -6.45%
Yield 0.00%
Morningstar Rating
Inception Date Jul 31, 2014

Fund Summary

Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of large-cap companies. The Adviser considers large-cap companies to be those with market capitalizations that would be included in the Russell 1000 Index. It may invest in securities issued by non-U.S. companies, which may be denominated in U.S. dollars or foreign currencies.

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