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Weitz Short Duration Income Investor (WSHNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.82+0.01 (+0.08%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.39%
5-year average return2.24%
Number of years up10
Number of years down2
Best 1-yr total return (2 May 2024)6.25%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return6.25%
Worst 3-yr total return0.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWSHNXCategory
YTD0.99%0.44%
1-month-0.13%0.02%
3-month0.37%0.56%
1-year4.65%2.65%
3-year1.42%3.38%
5-year2.16%2.40%
10-year1.82%2.01%
Last bull market3.59%2.63%
Last bear market-1.41%-0.33%

Annual total return (%) history

Year
WSHNXCategory
2024
N/AN/A
2023
6.25%N/A
2022
-2.86%N/A
2021
0.98%N/A
2020
3.27%3.81%
2019
4.02%4.72%
2018
1.13%0.92%
2017
1.34%1.73%
2016
2.93%2.08%
2015
-0.07%0.19%
2014
1.47%1.07%
2013
0.93%0.45%
2012
3.79%3.67%
2011
N/A1.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.12%N/AN/AN/A
20231.98%0.64%1.04%2.46%
2022-1.77%-1.41%-0.73%1.04%
20210.66%0.48%0.11%-0.27%
2020-2.19%3.79%0.93%0.80%
20191.47%1.29%0.73%0.47%
2018-0.33%0.41%0.31%0.73%
20170.57%0.54%0.38%-0.15%
20161.36%1.62%0.48%-0.54%
20150.70%-0.26%0.05%-0.55%
20140.53%0.67%-0.31%0.57%
20131.11%-1.36%1.00%0.18%
20121.35%0.50%1.28%0.61%
20110.49%N/AN/AN/A

Rank in category (by total return)

YTD19
1-month14
3-month18
1-year26
3-year11
5-year14

Load adjusted returns

1-year4.65%
3-year1.42%
5-year2.16%
10-year1.82%