Nasdaq - Delayed Quote USD
Weitz Large Cap Equity-Investor Cl (WVALX)
At close: November 15 at 8:01 PM EST
Fund Summary
Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of large-cap companies. The Adviser considers large-cap companies to be those with market capitalizations that would be included in the Russell 1000 Index. It may invest in securities issued by non-U.S. companies, which may be denominated in U.S. dollars or foreign currencies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 34.13% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 27 |
| Number of Years Down | 10 |
Performance & Risk
| YTD Return | 17.04% |
| 5y Average Return | 12.81% |
| Rank in Category (ytd) | 91 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WVALX | Category Average | WVALX | Category Average | WVALX | Category Average | |
| Alpha | -4.74 | -0.01 | -2.97 | -0.01 | -2.67 | -0.01 |
| BETA | 1.06 | 0.01 | 1 | 0.01 | 0.97 | 0.01 |
| Mean Annual Return | 0.48 | 0.01 | 1.08 | 0.01 | 0.87 | 0.01 |
| R-squared | 91.62 | 0.94 | 92.62 | 0.95 | 90.1 | 0.95 |
| Standard Deviation | 18.95 | 0.17 | 18.86 | 0.19 | 15.56 | 0.15 |
| Sharpe Ratio | 0.1 | 0 | 0.56 | 0.01 | 0.56 | 0.01 |
| Treynor Ratio | 0.09 | 0.03 | 9.27 | 0.1 | 8.06 | 0.1 |
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