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Weitz Multi Cap Equity-Investor Cl (WPVLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
35.64-0.61 (-1.68%)
At close: 08:01PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return21.98%
5-Year Average Return9.38%
Number of Years Up30
Number of Years Down10
Best 1 Yr Total Return (Nov 5, 2024)33.26%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return33.26%
Worst 3-Yr Total Return1.32%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWPVLXCategory
YTD15.98%5.31%
1-Month-0.29%-4.19%
3-Month3.18%3.90%
1-Year31.89%20.31%
3-Year3.12%6.48%
5-Year8.37%11.78%
10-Year6.38%10.96%
Last Bull Market23.92%25.56%
Last Bear Market-14.95%-15.11%

Annual Total Return (%) History

Year
WPVLXCategory
2024
N/AN/A
2023
17.80%22.32%
2022
-21.21%-16.96%
2021
23.57%26.07%
2020
7.57%15.83%
2019
33.26%28.78%
2018
-11.50%-6.27%
2017
11.46%20.44%
2016
6.22%10.37%
2015
-9.25%-1.07%
2014
7.91%10.96%
2013
30.87%31.50%
2012
17.92%14.96%
2011
2.19%-1.27%
2010
27.49%14.01%
2009
31.30%28.17%
2008
-38.06%-37.79%
2007
-8.54%6.16%
2006
22.53%14.17%
2005
-2.42%5.88%
2004
14.99%10.02%
2003
25.38%27.05%
2002
-16.99%-22.25%
2001
-0.86%-13.50%
2000
21.07%-6.31%
1999
22.02%20.16%
1998
29.13%22.39%
1997
40.64%28.37%
1996
19.04%20.76%
1995
38.66%32.35%
1994
-8.97%-0.93%
1993
23.03%N/A
1992
15.14%N/A
1991
28.00%N/A
1990
-6.35%N/A
1989
20.25%N/A
1988
14.93%N/A
1987
4.25%N/A
1986
11.16%N/A
1985
40.72%N/A
1984
14.43%N/A
1983
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.97%-3.31%10.38%N/A
20232.01%9.15%-2.08%8.04%
2022-8.71%-14.95%-6.39%8.40%
20218.34%7.51%-0.03%6.12%
2020-26.32%18.23%7.08%15.32%
201915.26%6.08%1.80%7.06%
2018-0.48%0.39%5.41%-15.97%
20176.37%0.94%1.97%1.80%
20161.73%-1.05%3.76%1.69%
20153.27%-3.74%-8.23%-0.53%
20142.25%2.01%-1.39%4.92%
201311.85%3.78%4.62%7.77%
201210.50%-1.38%5.19%2.86%
20117.09%-0.05%-14.66%11.86%
201012.94%-6.09%8.58%10.70%
2009-4.39%16.75%16.17%1.25%
2008-12.91%-6.92%-2.36%-21.74%
20070.41%5.05%-7.20%-6.56%
20063.29%2.36%5.28%10.07%
2005-3.85%1.98%-3.39%3.00%
20044.84%-1.28%2.35%8.55%
2003-4.31%18.16%0.21%10.66%
2002-0.38%-13.30%-13.30%10.86%
2001-1.12%6.50%-11.03%5.81%
2000-1.76%1.78%10.18%9.91%
19998.14%9.40%-2.68%5.98%
199816.62%6.15%-9.03%14.66%
19971.82%14.52%11.40%8.27%
19966.06%3.72%1.40%6.72%
19958.82%11.21%10.38%3.80%
1994-7.50%1.08%1.71%-4.28%
19936.93%2.72%7.32%4.37%
19922.82%1.79%0.58%9.38%
199114.54%0.60%6.25%4.55%
1990-4.83%4.94%-10.05%4.24%
19896.51%7.13%5.83%-0.43%
19885.88%4.17%2.80%1.36%
19879.86%-0.52%4.31%-8.55%
198611.79%1.02%-2.14%0.59%
198516.30%6.07%2.20%11.61%
19841.57%0.00%9.83%2.59%
19837.17%2.24%N/AN/A

Rank In Category (By Total Return)

YTD72
1-Month14
3-Month54
1-Year71
3-Year96
5-Year99

Load Adjusted Returns

1-Year31.89%
3-Year3.12%
5-Year8.37%
10-Year6.38%