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WVALX: Weitz Value (MUTUAL FUND)
Basic Info 52.39 0.1(0.19%) December 08
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 04/29/1987 |
| Last Dividend Date: | 12/14/2022 |
| 12-Mo. Yield | 11.39% |
| Expenses | 0.89% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.9 | 24.9 | 21.2 | 7.2 | 13.2 | 8.9 | 12.2 | 9.6 | -22.9 | 26.9 | 18.4 | 34.2 | -4.9 | 15.6 | 2.9 | -4.5 | 9.5 | 31.7 | 13.2 | 6.1 | 19.9 | 27.6 | -40.7 | -10.4 | 21.9 | -2.8 | 15.7 | 28.7 | -17.1 | 0.3 | 19.8 | 21.0 | 29.0 | 39.2 | 18.7 | 30.7 | -14.1 | 15.7 | 9.2 | 23.9 | -5.7 | 16.1 | 16.4 | -4.2 |
| SR | NA | 1.47 | 1.09 | 0.28 | 0.54 | 0.46 | NA | 0.49 | -0.93 | 2.02 | 0.55 | 2.63 | -0.39 | 2.33 | 0.21 | -0.34 | 1.01 | 3.65 | 1.26 | 0.32 | 1.35 | 0.98 | -1.13 | -0.92 | 2.17 | -0.69 | 1.9 | 1.92 | -0.82 | -0.15 | 0.91 | 1.73 | 1.71 | 2.74 | 1.41 | 2.49 | -1.73 | 1.57 | 0.96 | 2.16 | -1.08 | 1.44 | 2.34 | -1.29 |
| DD(%) | NA | 11.8 | 11.8 | 29.4 | 32.6 | 32.6 | NA | 62.0 | 28.6 | 6.6 | 32.6 | 6.6 | 18.6 | 3.0 | 9.2 | 12.8 | 6.7 | 3.6 | 6.7 | 14.8 | 13.3 | 27.4 | 53.1 | 19.2 | 4.5 | 7.7 | 6.2 | 12.7 | 34.1 | 15.9 | 11.9 | 6.5 | 22.4 | 11.1 | 9.2 | 6.3 | 15.4 | 5.2 | 4.6 | 4.5 | 17.3 | 5.1 | 2.6 | 9.9 |
| SD(%) | NA | 15.3 | 15.6 | 19.1 | 21.7 | 17.4 | NA | 15.5 | 26.3 | 13.3 | 32.8 | 12.5 | 16.0 | 6.5 | 12.5 | 13.0 | 9.4 | 8.7 | 10.5 | 19.3 | 14.7 | 28.0 | 36.8 | 14.5 | 8.6 | 7.1 | 7.8 | 14.6 | 22.1 | 14.0 | 17.1 | 10.3 | 15.0 | 13.0 | 10.7 | 10.8 | 9.9 | 8.6 | 7.0 | 9.3 | 10.1 | 7.2 | 5.0 | 7.9 |
| TR | NA | 0.21 | 0.16 | 0.05 | 0.12 | 0.09 | NA | 0.09 | -0.24 | 0.3 | 0.19 | 0.34 | -0.07 | 0.19 | 0.03 | -0.06 | 0.12 | 0.43 | 0.17 | 0.08 | 0.26 | 0.28 | -0.49 | -0.16 | 0.25 | -0.08 | 0.26 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | -0.01 | NA | 0.02 | -0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.03 | -0.02 | 0.0 | 0.03 | 0.0 | 0.02 | 0.03 | 0.0 | -0.05 | -0.07 | 0.03 | -0.03 | 0.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.05 | 1.05 | 1.01 | 0.97 | 0.93 | NA | 0.88 | 1.03 | 0.91 | 0.93 | 0.96 | 0.91 | 0.77 | 0.88 | 0.78 | 0.77 | 0.73 | 0.76 | 0.81 | 0.77 | 0.98 | 0.85 | 0.85 | 0.73 | 0.59 | 0.56 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.86 | 0.87 | 0.91 | 0.94 | 0.92 | NA | 0.64 | 0.95 | 0.84 | 0.97 | 0.92 | 0.93 | 0.65 | 0.86 | 0.86 | 0.89 | 0.88 | 0.86 | 0.97 | 0.91 | 0.91 | 0.88 | 0.85 | 0.75 | 0.72 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1996
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