Australia markets closed

Weitz Large Cap Equity-Investor Cl (WVALX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
54.41+0.08 (+0.15%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.49%
5-year average return10.94%
Number of years up27
Number of years down10
Best 1-yr total return (2 July 2024)34.13%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return34.13%
Worst 3-yr total return2.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWVALXCategory
YTD5.10%5.31%
1-month2.46%-4.19%
3-month-2.45%3.90%
1-year14.46%20.31%
3-year4.40%6.48%
5-year11.31%11.78%
10-year9.05%10.96%
Last bull market24.54%25.56%
Last bear market-16.05%-15.11%

Annual total return (%) history

Year
WVALXCategory
2024
N/AN/A
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%N/A
1992
13.60%N/A
1991
27.62%N/A
1990
-5.16%N/A
1989
22.06%N/A
1988
16.44%N/A
1987
-0.61%N/A
1986
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.74%-2.45%N/AN/A
20236.01%12.28%-1.76%10.86%
2022-8.00%-16.05%-7.17%7.72%
20217.38%9.19%2.41%5.59%
2020-18.98%19.11%11.46%10.11%
201915.32%7.54%1.36%6.71%
20180.61%2.55%5.52%-12.62%
20176.43%2.06%3.29%2.99%
2016-0.29%-0.47%2.43%1.20%
20153.60%-1.64%-7.07%0.88%
20142.99%2.35%-0.09%4.01%
201313.39%3.96%2.74%8.78%
20129.50%-1.17%4.51%0.06%
20115.69%0.84%-10.68%11.47%
201010.20%-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%
20062.57%2.56%4.81%10.52%
2005-4.14%1.90%-3.23%2.85%
20045.59%-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%
19996.71%9.23%-2.87%6.84%
199816.54%6.20%-7.31%12.40%
19971.94%14.12%10.97%7.62%
19965.88%4.27%1.18%6.27%
19957.76%11.31%10.77%4.14%
1994-6.67%0.89%0.84%-5.02%
19936.81%1.52%6.95%3.49%
19922.58%1.78%0.37%8.40%
199114.44%0.18%6.08%4.94%
1990-3.66%4.71%-9.65%4.05%
19897.29%8.20%5.23%-0.09%
19888.45%4.45%2.29%0.49%
19874.25%-0.14%2.98%-7.28%
19861.08%0.49%N/AN/A

Rank in category (by total return)

YTD93
1-month61
3-month95
1-year86
3-year90
5-year82

Load adjusted returns

1-year14.46%
3-year4.40%
5-year11.31%
10-year9.05%