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