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Weitz Multi Cap Equity-Investor Cl (WPVLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.57-0.07 (-0.22%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.54%
5-year average return7.47%
Number of years up30
Number of years down10
Best 1-yr total return (23 June 2024)33.26%
Worst 1-yr total return (23 June 2024)N/A
Best 3-yr total return33.26%
Worst 3-yr total return1.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWPVLXCategory
YTD3.90%5.31%
1-month2.06%-4.19%
3-month-2.20%3.90%
1-year18.73%20.31%
3-year0.94%6.48%
5-year8.47%11.78%
10-year5.44%10.96%
Last bull market23.92%25.56%
Last bear market-14.95%-15.11%

Annual total return (%) history

Year
WPVLXCategory
2024
N/AN/A
2023
17.80%22.32%
2022
-21.21%-16.96%
2021
23.57%26.07%
2020
7.57%15.83%
2019
33.26%28.78%
2018
-11.50%-6.27%
2017
11.46%20.44%
2016
6.22%10.37%
2015
-9.25%-1.07%
2014
7.91%10.96%
2013
30.87%31.50%
2012
17.92%14.96%
2011
2.19%-1.27%
2010
27.49%14.01%
2009
31.30%28.17%
2008
-38.06%-37.79%
2007
-8.54%6.16%
2006
22.53%14.17%
2005
-2.42%5.88%
2004
14.99%10.02%
2003
25.38%27.05%
2002
-16.99%-22.25%
2001
-0.86%-13.50%
2000
21.07%-6.31%
1999
22.02%20.16%
1998
29.13%22.39%
1997
40.64%28.37%
1996
19.04%20.76%
1995
38.66%32.35%
1994
-8.97%-0.93%
1993
23.03%N/A
1992
15.14%N/A
1991
28.00%N/A
1990
-6.35%N/A
1989
20.25%N/A
1988
14.93%N/A
1987
4.25%N/A
1986
11.16%N/A
1985
40.72%N/A
1984
14.43%N/A
1983
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.97%N/AN/AN/A
20232.01%9.15%-2.08%8.04%
2022-8.71%-14.95%-6.39%8.40%
20218.34%7.51%-0.03%6.12%
2020-26.32%18.23%7.08%15.32%
201915.26%6.08%1.80%7.06%
2018-0.48%0.39%5.41%-15.97%
20176.37%0.94%1.97%1.80%
20161.73%-1.05%3.76%1.69%
20153.27%-3.74%-8.23%-0.53%
20142.25%2.01%-1.39%4.92%
201311.85%3.78%4.62%7.77%
201210.50%-1.38%5.19%2.86%
20117.09%-0.05%-14.66%11.86%
201012.94%-6.09%8.58%10.70%
2009-4.39%16.75%16.17%1.25%
2008-12.91%-6.92%-2.36%-21.74%
20070.41%5.05%-7.20%-6.56%
20063.29%2.36%5.28%10.07%
2005-3.85%1.98%-3.39%3.00%
20044.84%-1.28%2.35%8.55%
2003-4.31%18.16%0.21%10.66%
2002-0.38%-13.30%-13.30%10.86%
2001-1.12%6.50%-11.03%5.81%
2000-1.76%1.78%10.18%9.91%
19998.14%9.40%-2.68%5.98%
199816.62%6.15%-9.03%14.66%
19971.82%14.52%11.40%8.27%
19966.06%3.72%1.40%6.72%
19958.82%11.21%10.38%3.80%
1994-7.50%1.08%1.71%-4.28%
19936.93%2.72%7.32%4.37%
19922.82%1.79%0.58%9.38%
199114.54%0.60%6.25%4.55%
1990-4.83%4.94%-10.05%4.24%
19896.51%7.13%5.83%-0.43%
19885.88%4.17%2.80%1.36%
19879.86%-0.52%4.31%-8.55%
198611.79%1.02%-2.14%0.59%
198516.30%6.07%2.20%11.61%
19841.57%0.00%9.83%2.59%
19837.17%2.24%N/AN/A

Rank in category (by total return)

YTD94
1-month95
3-month99
1-year88
3-year98
5-year99

Load adjusted returns

1-year18.73%
3-year0.94%
5-year8.47%
10-year5.44%