Weitz Conservative Allocation Fund;Investor (WBALX) NASDAQ

If you invested $1000 in Balanced Fund - Investor Class (WBALX) 10 years ago, it would be worth $1,768.57 as of September 11, 2026, based on a reinvested dividends scenario. Over the same period, a $1000 investment made 5 years ago would be worth $1,144.15, while $1000 invested 1 year ago would be worth $995.15. This corresponds to total returns of 76.86%, 14.42%, -0.48%, respectively, with annualized returns of 5.87%, 2.73%, -0.48%.

Custom investment amounts or purchase dates can also be explored using the Stoculator calculator. Past performance does not guarantee future results.