Weitz

  • Weitz Value Fund

Weitz Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1986 -0.1 0 0.6 0.5 0.4 0.2 0.7 0 0 0 0 0 0
1987 1.4 -2.1 -6.6 0 1 1.9 1.2 -0.3 -2.1 1.1 1.4 1.6 -1.7
1988 1.5 -1.5 0.5 2.6 -0.6 0.4 2.3 0.6 1.6 1.1 2.6 4.6 16.4
1989 -2.5 0.4 -1.4 1 0.3 3.9 -1.8 4.7 3.5 2.8 0.5 3.8 16
1990 2.9 6 -4.5 -3.1 -5.2 -1.7 -0.1 5.2 -0.9 0 0.7 -4.3 -5.7
1991 3.5 -2.1 0.7 1.9 1.5 2.6 -3.2 2.8 0.7 2.4 5.2 6.2 24
1992 2.8 6.5 -1.2 1.1 -1.9 1.2 0.4 0.8 -3.2 0.4 1.4 0.7 9.1
1993 0 -1.6 2.7 -0.6 6 1.5 2 2.7 -4.3 1.6 2.3 2.7 15.7
1994 -4.6 -4.1 0.6 -2.8 2.2 1.5 -1.9 2.5 -1.4 -4.6 -3.1 1 -14.1
1995 -4.7 4.4 -1.2 1.8 4.3 4.4 4 4.8 2.2 0.7 4 2.9 30.7
1996 1.3 4.6 0.3 3.5 4.3 -6.3 1 2.1 1.1 -0.5 1.9 4.4 18.7
1997 5.3 0.3 1.9 6.2 -0.8 5.3 3.3 9.5 1 -4.2 2.8 3.6 39.2
1998 4.3 4.8 2.9 1.3 -9.8 1.5 4.5 -2 3.7 9.9 4.3 1.7 29
1999 1.1 -1.2 7.1 1.3 -3.3 -0.9 2 0.1 7 3.2 -0.2 3.7 21
2000 12.1 -2.1 0.4 1.9 3.1 5.1 0.9 1.1 -0.2 8.7 -5.5 -5.8 19.8
2001 5.3 6.1 -4.2 -8.7 -2.4 -0.3 1.2 2.3 3.2 -2.9 -1.2 2.7 0.3
2002 -2.1 8.7 4.7 -9.7 2.6 -8.1 -9.1 -0.9 -2.8 2.2 -1 -1.3 -17.1
2003 2.9 2.4 5.7 -1.4 1.6 0.5 2.7 6.8 8.9 1.2 -3.3 -1.7 28.7
2004 4.7 3.4 0.2 1.6 1.4 -0.7 0.7 0.8 -2.7 0.4 2 3.1 15.7
2005 0.7 2.3 -0.2 -2.1 -2.3 1.2 0.4 2.3 -0.8 -0.7 -0.5 -3 -2.8
2006 3.1 2.4 4.8 2.3 4.2 -1.7 0.3 0.8 1.4 1.9 -1.5 2.2 0
2007 -0.9 -5.1 -0.8 -0.3 -0.7 -6.9 -1 3.2 2.3 0.3 -2.8 2.1 -10.4
2008 3.4 -8.8 -20.3 -4.7 1.7 0.2 -12 2.5 2.7 -3.6 -6.5 -2.8 -40.7
2009 3.1 3.3 -3.1 3.7 4.6 7.5 -0.1 1.6 15.2 7.4 -9.3 -7 27.6
2010 6 -1 4.6 8.8 -6.4 6.9 -4 -6.9 2 5.6 4 0.3 19.9
2011 0.3 0.9 10.1 -5.6 -3.8 -1.7 -0.8 -0.8 2.5 -0.6 5 1.3 6.1
2012 1.7 0.2 -1.8 2 1.7 0.8 2.7 -3.9 0.2 1.6 3.8 3.9 13.2
2013 2.4 2.9 3.3 2 -2 2.8 -0.7 4.3 0.5 4.4 2.9 5.5 31.7
2014 -0.8 3.7 1.1 -1 2.6 -1.6 0.4 2.6 -0.5 -0.7 4.3 -0.6 9.5
2015 -2.6 0.2 3.4 -4.8 -4.6 2.4 -3.1 0.6 0.8 -0.1 7.1 -3.1 -4.5
2016 0.5 3.3 -2.5 0.1 -0.8 3.2 -1.8 -0.3 1.7 4.5 -0.8 -3.7 2.9
2017 1.1 2.2 -0.3 0.2 0 3.1 1.2 -0.4 1.3 0.5 2 3.9 0
2018 -8.1 1.2 -6 0.7 1.4 3.4 2.1 0.9 -0.5 -2.3 -4.4 7.7 -4.9
2019 -0.2 2.6 2.1 0.9 0.1 0.4 3.6 -5 6.2 2.5 3.6 8.7 27.8
2020 2.2 9.7 -1.8 -8.1 6.2 7 0.4 2.3 12.7 -13.7 -6.6 0.5 7.9
2021 0.2 -2.7 4.4 -3.5 2.2 3.9 1.7 0.4 11.1 3.9 4.6 -4.9 22.1
2022 -16.9 7 6.5 -10.3 -5.9 10 -8.2 0.6 -9.2 3.2 -5.4 -5.8 -32.1
2023 -1.7 11.5 -4.1 -5.1 0.7 2.8 7.2 2.6 2 2.9 -3.9 7.2 22.9
2024 -3.7 2 4 1.6 0 0 0 0 0 0 0 0 3.8