Weitz Balanced Fund Market Value
| WBAIX Fund | USD 16.65 0.04 0.24% |
| Symbol | Weitz |
Weitz Balanced 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Weitz Balanced's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Weitz Balanced.
| 11/20/2025 |
| 02/18/2026 |
If you would invest 0.00 in Weitz Balanced on November 20, 2025 and sell it all today you would earn a total of 0.00 from holding Weitz Balanced or generate 0.0% return on investment in Weitz Balanced over 90 days. Weitz Balanced is related to or competes with Weitz Ultra, Short Duration, Balanced Fund, Core Plus, Core Plus, Value Fund, and Value Fund. The fund invests primarily in a portfolio of equity and debt securities More
Weitz Balanced Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Weitz Balanced's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Weitz Balanced upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.3711 | |||
| Information Ratio | 0.022 | |||
| Maximum Drawdown | 4.32 | |||
| Value At Risk | (0.59) | |||
| Potential Upside | 0.716 |
Weitz Balanced Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Weitz Balanced's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Weitz Balanced's standard deviation. In reality, there are many statistical measures that can use Weitz Balanced historical prices to predict the future Weitz Balanced's volatility.| Risk Adjusted Performance | 0.0782 | |||
| Jensen Alpha | 0.0467 | |||
| Total Risk Alpha | 0.0228 | |||
| Sortino Ratio | 0.0339 | |||
| Treynor Ratio | 0.7231 |
Weitz Balanced February 18, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0782 | |||
| Market Risk Adjusted Performance | 0.7331 | |||
| Mean Deviation | 0.345 | |||
| Semi Deviation | 0.2065 | |||
| Downside Deviation | 0.3711 | |||
| Coefficient Of Variation | 964.63 | |||
| Standard Deviation | 0.5715 | |||
| Variance | 0.3266 | |||
| Information Ratio | 0.022 | |||
| Jensen Alpha | 0.0467 | |||
| Total Risk Alpha | 0.0228 | |||
| Sortino Ratio | 0.0339 | |||
| Treynor Ratio | 0.7231 | |||
| Maximum Drawdown | 4.32 | |||
| Value At Risk | (0.59) | |||
| Potential Upside | 0.716 | |||
| Downside Variance | 0.1377 | |||
| Semi Variance | 0.0426 | |||
| Expected Short fall | (0.50) | |||
| Skewness | 3.38 | |||
| Kurtosis | 19.45 |
Weitz Balanced Backtested Returns
At this stage we consider Weitz Mutual Fund to be very steady. Weitz Balanced shows Sharpe Ratio of 0.14, which attests that the fund had a 0.14 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Weitz Balanced, which you can use to evaluate the volatility of the fund. Please check out Weitz Balanced's Market Risk Adjusted Performance of 0.7331, downside deviation of 0.3711, and Mean Deviation of 0.345 to validate if the risk estimate we provide is consistent with the expected return of 0.084%. The entity maintains a market beta of 0.0681, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Weitz Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Weitz Balanced is expected to be smaller as well.
Auto-correlation | -0.54 |
Good reverse predictability
Weitz Balanced has good reverse predictability. Overlapping area represents the amount of predictability between Weitz Balanced time series from 20th of November 2025 to 4th of January 2026 and 4th of January 2026 to 18th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Weitz Balanced price movement. The serial correlation of -0.54 indicates that about 54.0% of current Weitz Balanced price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.54 | |
| Spearman Rank Test | -0.62 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Weitz Mutual Fund
Weitz Balanced financial ratios help investors to determine whether Weitz Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Weitz with respect to the benefits of owning Weitz Balanced security.
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