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Weitz Funds - Hickory Fund (WEHIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.65+0.33 (+0.85%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.54%
5-year average return1.80%
Number of years up19
Number of years down10
Best 1-yr total return (23 Mar 2023)38.66%
Worst 1-yr total return (23 Mar 2023)N/A
Best 3-yr total return38.66%
Worst 3-yr total return-2.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWEHIXCategory
YTD-3.54%17.04%
1-month-8.24%-0.01%
3-month-2.87%5.47%
1-year-18.70%50.44%
3-year10.66%13.15%
5-year1.80%13.75%
10-year3.56%11.35%
Last bull market35.63%25.95%
Last bear market-13.06%-22.55%

Annual total return (%) history

Year
WEHIXCategory
2022
-26.21%N/A
2021
20.32%N/A
2020
5.88%12.39%
2019
36.06%26.21%
2018
-13.55%-11.15%
2017
8.01%15.93%
2016
10.16%14.14%
2015
-7.62%-4.75%
2014
2.27%7.80%
2013
27.83%34.10%
2012
18.98%16.15%
2011
1.53%-3.81%
2010
38.66%22.52%
2009
36.54%37.39%
2008
-41.59%-39.18%
2007
-13.12%4.85%
2006
22.80%14.03%
2005
-0.22%9.25%
2004
22.61%16.30%
2003
47.95%36.28%
2002
-29.31%-16.55%
2001
-4.65%-3.12%
2000
-17.24%6.36%
1999
36.67%20.92%
1998
33.01%10.36%
1997
39.17%25.92%
1996
35.36%19.23%
1995
40.49%30.17%
1994
-17.34%-1.60%
1993
N/A14.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2022-13.15%-13.06%-9.07%7.48%
20218.71%5.26%-1.31%6.54%
2020-27.69%18.24%4.82%18.15%
201916.65%7.59%1.71%6.58%
2018-1.41%1.71%2.71%-16.05%
20174.24%2.61%2.69%-1.67%
20162.90%1.03%4.45%1.45%
20154.50%-3.84%-10.18%2.36%
2014-1.33%2.30%-5.39%7.09%
20139.46%2.85%6.41%6.71%
201210.30%0.47%3.65%3.59%
20118.27%0.41%-17.05%12.58%
201015.99%-3.97%10.65%12.50%
2009-1.69%16.28%17.40%1.75%
2008-11.20%-7.47%-2.27%-27.27%
2007-0.68%5.09%-10.26%-7.25%
20064.59%0.84%4.61%11.31%
2005-4.56%5.10%-3.61%3.20%
20046.93%0.91%3.06%10.25%
2003-2.44%25.28%3.43%17.04%
20022.86%-14.51%-28.89%13.05%
2001-7.84%10.56%-24.55%24.03%
2000-13.44%-6.09%-0.11%1.92%
19999.55%12.86%-3.73%14.82%
199824.09%9.61%-15.58%15.83%
19970.53%16.23%12.31%6.04%
19966.17%10.13%3.33%12.05%
19956.13%12.10%17.56%0.45%
1994-8.46%-4.86%4.23%-8.94%
199311.79%11.39%N/AN/A

Rank in category (by total return)

YTD69
1-month97
3-month76
1-year99
3-year100
5-year97

Load adjusted returns

1-year-12.63%
3-year1.59%
5-year3.12%
10-year4.69%