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Weitz Funds, Partners Iii Opportunity Fund Investor Class: (MF: WPOIX)
(NASDAQ Mutual Funds) As of Aug 11, 2025 08:00 PM ET
$11.79 USD
-0.02 (-0.17%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.10 | 79 |
| 3 months | 3.05 | 87 |
| 6 months | 2.10 | 79 |
| 1 Year | 12.44 | 53 |
| 3 Year | 8.98 | 89 |
| 5 Year | 6.67 | 93 |
| 10 Year | 5.13 | 95 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 12.44 |
| 5 Year | 6.66 |
| 10 Year | 5.13 |
| Since Inception | 7.38 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.92 | 3.05 | NA | NA |
| 2024 | 7.92 | -3.08 | 9.13 | 0.91 |
| 2023 | 2.82 | 7.96 | -0.79 | 5.83 |
| 2022 | -5.17 | -13.82 | -10.22 | 5.17 |
| 2021 | 7.10 | 3.76 | -0.18 | 0.76 |
| 2020 | -16.29 | 11.29 | 7.37 | 8.76 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.10 | 15.18 | 16.56 | -22.84 | 11.78 | 8.78 | 33.44 | -5.81 | 4.97 | 5.67 | -7.58 |
| % Total Return Rel to Index | -4.10 | -9.83 | -9.68 | -4.63 | -16.89 | -9.61 | 1.95 | -1.41 | -16.82 | -6.26 | -8.97 |
| % Total Return Rel to Peer | -3.03 | -4.21 | -6.43 | -3.14 | -10.27 | -11.13 | 5.02 | 1.05 | -15.70 | -2.14 | -5.98 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 4.00 | 5.00 | 4.00 | 2.00 | 3.00 | 5.00 | 4.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.93 | 0.84 | 0.94 | 1.84 | 1.93 | 1.04 | 1.01 | 0.67 | 0.19 | 1.84 |
| Expense Ratio | 1.93 | 1.90 | 1.75 | 1.86 | 2.09 | 2.13 | 2.13 | 2.14 | 2.29 | 2.33 | 2.02 |
* 1 = Top 20%, 5 = Bottom 20%