Weitz Funds, Partners Iii Opportunity Fund Insti Class: (MF: WPOPX)
(NASDAQ Mutual Funds) As of Aug 11, 2025 08:00 PM ET
$13.18 USD
-0.03 (-0.23%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 2.49 | 76 |
3 months | 3.27 | 85 |
6 months | 2.49 | 76 |
1 Year | 13.30 | 46 |
3 Year | 9.80 | 87 |
5 Year | 7.36 | 92 |
10 Year | 5.75 | 94 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -41.48 |
Bull Market (2/09 - 3/21) | 487.48 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 13.30 |
5 Year | 7.36 |
10 Year | 5.75 |
Since Inception | 7.01 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -0.75 | 3.27 | NA | NA |
2024 | 8.21 | -2.95 | 9.38 | 1.06 |
2023 | 3.05 | 8.02 | -0.56 | 6.02 |
2022 | -5.08 | -13.84 | -10.07 | 5.43 |
2021 | 7.30 | 3.91 | -0.05 | 0.89 |
2020 | -16.16 | 11.39 | 7.59 | 8.92 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 2.49 | 16.07 | 17.37 | -22.47 | 12.43 | 9.43 | 34.18 | -5.22 | 5.43 | 6.24 | -7.25 |
% Total Return Rel to Index | -3.71 | -8.94 | -8.87 | -4.26 | -16.24 | -8.97 | 2.69 | -0.82 | -16.35 | -5.69 | -8.64 |
% Total Return Rel to Peer | -2.64 | -3.31 | -5.62 | -2.77 | -9.62 | -10.48 | 5.76 | 1.64 | -15.24 | -1.57 | -5.65 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 4.00 | 5.00 | 4.00 | 2.00 | 3.00 | 5.00 | 4.00 | 5.00 |
% Dividends | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.02 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 0.93 | 0.84 | 0.94 | 1.84 | 1.93 | 1.04 | 1.01 | 0.67 | 0.19 | 1.84 |
Expense Ratio | 1.18 | 1.19 | 1.19 | 1.43 | 1.46 | 1.56 | 1.56 | 1.63 | 1.80 | 1.95 | 1.69 |
* 1 = Top 20%, 5 = Bottom 20%