Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBAIX (Weitz Balanced Fund Institutional Class) | -0.48% | 2.53% | 5.59% | 3.04% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBAIX (Weitz Balanced Fund Institutional Class) | 04/02/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 2.53 | 5.59 | 3.04 | NA | NA | NA | … | … | -0.48 | 4.00 | 7.01 | 10.45 | -9.84 | 13.29 | 8.32 | 8.42 |
| Sharpe Ratio | NA | 0.04 | 0.40 | 0.07 | NA | NA | NA | … | … | -0.54 | 0.15 | 0.62 | 1.17 | -1.05 | 2.26 | 0.58 | 1.99 |
| Standard Deviation(%) | NA | 5.95 | 6.26 | 7.36 | NA | NA | NA | … | … | 6.87 | 7.24 | 5.43 | 5.85 | 10.78 | 5.88 | 13.82 | 5.02 |
| Draw Down(%) | NA | 5.95 | 6.79 | 14.72 | NA | NA | NA | … | … | 5.95 | 6.61 | 2.66 | 4.93 | 14.62 | 2.42 | 15.92 | 2.35 |
| Yield(%) | 0.00 | 4.95 | 4.29 | 3.35 | 2.39 | 1.60 | 1.20 | … | … | 0.00 | 5.01 | 5.18 | 2.29 | 1.83 | 2.96 | 1.33 | 2.04 |
Data as of 06/04/2026, Common starting date is 04/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBAIX (Weitz Balanced Fund Institutional Class) |
2.14%
Dec 2021 – Dec 2024 |
3.03%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBAIX (Weitz Balanced Fund Institutional Class) |
8.47%
Sep 2022 – Sep 2025 |
7.21%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart