Weitz Value Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1986 | 0 | 0 | 0 | 0 | 0 | 0.69 | 0.2 | 0.39 | 0.49 | 0.58 | 0 | -0.1 | 0 |
1987 | 1.64 | 1.43 | 1.12 | -2.06 | -0.29 | 1.17 | 1.92 | 1.04 | 0 | -6.62 | -2.1 | 1.41 | -1.7 |
1988 | 4.64 | 2.56 | 1.06 | 1.57 | 0.57 | 2.25 | 0.37 | -0.64 | 2.58 | 0.54 | -1.52 | 1.49 | 16.4 |
1989 | 3.83 | 0.53 | 2.79 | 3.49 | 4.72 | -1.82 | 3.86 | 0.31 | 1 | -1.38 | 0.39 | -2.47 | 16 |
1990 | -4.31 | 0.68 | 0 | -0.92 | 5.15 | -0.08 | -1.72 | -5.16 | -3.07 | -4.52 | 5.97 | 2.85 | -5.7 |
1991 | 6.24 | 5.2 | 2.39 | 0.73 | 2.79 | -3.24 | 2.57 | 1.52 | 1.87 | 0.66 | -2.12 | 3.45 | 24 |
1992 | 0.74 | 1.39 | 0.43 | -3.17 | 0.82 | 0.37 | 1.18 | -1.89 | 1.11 | -1.17 | 6.46 | 2.82 | 9.1 |
1993 | 2.68 | 2.34 | 1.64 | -4.33 | 2.7 | 1.97 | 1.48 | 6.02 | -0.6 | 2.71 | -1.58 | 0.03 | 15.7 |
1994 | 0.95 | -3.07 | -4.62 | -1.4 | 2.52 | -1.89 | 1.48 | 2.22 | -2.79 | 0.64 | -4.12 | -4.63 | -14.1 |
1995 | 2.91 | 4.04 | 0.65 | 2.16 | 4.81 | 3.98 | 4.36 | 4.29 | 1.78 | -1.17 | 4.41 | -4.72 | 30.7 |
1996 | 4.35 | 1.93 | -0.46 | 1.08 | 2.14 | 1 | -6.26 | 4.31 | 3.48 | 0.29 | 4.61 | 1.32 | 18.7 |
1997 | 3.55 | 2.77 | -4.2 | 1.01 | 9.54 | 3.27 | 5.31 | -0.76 | 6.19 | 1.93 | 0.32 | 5.34 | 39.2 |
1998 | 1.67 | 4.3 | 9.9 | 3.69 | -1.98 | 4.54 | 1.48 | -9.82 | 1.28 | 2.86 | 4.77 | 4.3 | 29 |
1999 | 3.65 | -0.23 | 3.19 | 7 | 0.09 | 2.01 | -0.85 | -3.29 | 1.29 | 7.06 | -1.22 | 1.06 | 21 |
2000 | -5.83 | -5.49 | 8.73 | -0.22 | 1.13 | 0.92 | 5.09 | 3.08 | 1.86 | 0.36 | -2.06 | 12.06 | 19.8 |
2001 | 2.73 | -1.16 | -2.88 | 3.22 | 2.29 | 1.16 | -0.28 | -2.35 | -8.69 | -4.15 | 6.05 | 5.32 | 0.3 |
2002 | -1.28 | -0.97 | 2.18 | -2.83 | -0.9 | -9.08 | -8.07 | 2.57 | -9.74 | 4.72 | 8.67 | -2.12 | -17.1 |
2003 | -1.68 | -3.32 | 1.17 | 8.94 | 6.77 | 2.72 | 0.5 | 1.55 | -1.41 | 5.68 | 2.38 | 2.92 | 28.7 |
2004 | 3.13 | 2.03 | 0.35 | -2.65 | 0.76 | 0.7 | -0.7 | 1.44 | 1.56 | 0.19 | 3.37 | 4.71 | 15.7 |
2005 | -2.97 | -0.46 | -0.74 | -0.75 | 2.29 | 0.38 | 1.15 | -2.33 | -2.05 | -0.17 | 2.32 | 0.68 | -2.8 |
2006 | 2.17 | -1.49 | 1.91 | 1.4 | 0.84 | 0.31 | -1.69 | 4.2 | 2.31 | 4.75 | 2.35 | 3.08 | 21.9 |
2007 | 2.11 | -2.75 | 0.28 | 2.32 | 3.22 | -1.04 | -6.86 | -0.65 | -0.27 | -0.84 | -5.06 | -0.86 | -10.4 |
2008 | -2.84 | -6.53 | -3.61 | 2.67 | 2.53 | -12.03 | 0.2 | 1.68 | -4.66 | -20.27 | -8.76 | 3.44 | -40.8 |
2009 | -6.97 | -9.29 | 7.44 | 15.15 | 1.59 | -0.07 | 7.51 | 4.58 | 3.7 | -3.05 | 3.32 | 3.09 | 27.6 |
2010 | 0.34 | 4.03 | 5.57 | 1.99 | -6.94 | -3.99 | 6.93 | -6.36 | 8.76 | 4.55 | -1 | 5.96 | 19.9 |
2011 | 1.34 | 4.96 | -0.63 | 2.46 | -0.81 | -0.78 | -1.65 | -3.83 | -5.56 | 10.1 | 0.94 | 0.3 | 6.1 |
2012 | 3.85 | 3.8 | 1.57 | 0.15 | -3.91 | 2.69 | 0.77 | 1.74 | 1.95 | -1.82 | 0.21 | 1.7 | 13.2 |
2013 | 5.49 | 2.92 | 4.44 | 0.47 | 4.25 | -0.74 | 2.84 | -2.03 | 1.98 | 3.25 | 2.91 | 2.37 | 31.8 |
2014 | -0.6 | 4.28 | -0.65 | -0.54 | 2.55 | 0.35 | -1.62 | 2.59 | -1 | 1.05 | 3.72 | -0.76 | 9.5 |
2015 | -3.13 | 7.09 | -0.13 | 0.83 | 0.59 | -3.05 | 2.36 | -4.62 | -4.82 | 3.42 | 0.19 | -2.6 | -4.5 |
2016 | -3.74 | -0.84 | 4.46 | 1.67 | -0.31 | -1.8 | 3.16 | -0.76 | 0.05 | -2.45 | 3.27 | 0.46 | 2.9 |
2017 | 3.88 | 1.99 | 0.45 | 1.28 | -0.35 | 1.17 | 3.05 | 0.02 | 0.21 | -0.3 | 2.18 | 1.09 | 15.6 |
2018 | 7.74 | -4.44 | -2.28 | -0.54 | 0.89 | 2.14 | 3.38 | 1.38 | 0.68 | -6.02 | 1.18 | -8.07 | -4.9 |
2019 | 8.67 | 3.59 | 2.45 | 6.19 | -5.01 | 3.63 | 0.41 | 0.09 | 0.85 | 2.14 | 2.6 | -0.21 | 27.8 |
2020 | 6.23 | 6.98 | 0.43 | 2.31 | 12.72 | -13.68 | -6.56 | 0.45 | -8.13 | -1.77 | 9.7 | 2.19 | 7.9 |
2021 | -4.87 | 4.6 | 3.9 | 11.07 | 0.41 | 1.68 | 3.86 | 2.19 | -3.51 | 4.41 | -2.74 | 0.18 | 22.2 |
2022 | -5.78 | -5.41 | 3.23 | -9.15 | 0.64 | -8.18 | 10 | -5.87 | -10.34 | 6.48 | 7 | -16.85 | -32.1 |
2023 | 7.17 | -3.87 | 2.89 | 2.02 | 2.62 | 7.24 | 2.76 | 0.7 | -5.07 | -4.1 | 11.54 | -1.71 | 22.9 |
2024 | 1.59 | 12.6 |