Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAFEX (Weitz Ultra Short Government Fund Institutional Class) | 1.00% | 3.29% | 4.35% | 3.22% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/10/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAFEX (Weitz Ultra Short Government Fund Institutional Class) | 09/10/2018 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.29 | 4.35 | 3.22 | NA | NA | NA | … | … | 1.00 | 4.01 | 5.35 | 4.52 | 1.30 | 0.07 | 0.71 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.96 | 0.91 | 0.62 | NA | NA | NA | … | … | -0.05 | 0.93 | 1.12 | 0.68 | -0.20 | 0.24 | 0.58 | -3.93 | 0.00 |
| Standard Deviation(%) | NA | 1.13 | 1.33 | 1.12 | NA | NA | NA | … | … | 0.89 | 1.22 | 1.54 | 1.28 | 0.63 | 0.18 | 0.80 | 0.37 | NA |
| Draw Down(%) | NA | 0.10 | 0.10 | 0.10 | NA | NA | NA | … | … | 0.10 | 0.10 | 0.10 | 0.10 | 0.10 | 0.10 | 0.40 | 0.20 | 0.00 |
| Yield(%) | 0.00 | 3.33 | 4.25 | 3.20 | 1.71 | 1.14 | 0.85 | … | … | 1.09 | 3.92 | 5.30 | 4.21 | 1.39 | 0.17 | 1.01 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/10/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAFEX (Weitz Ultra Short Government Fund Institutional Class) |
0.24%
Mar 2019 – Mar 2022 |
1.10%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAFEX (Weitz Ultra Short Government Fund Institutional Class) |
4.69%
Jan 2023 – Jan 2026 |
3.23%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart