Weitz Balanced Fund Technical Analysis
| WBAIX Fund | USD 16.61 0.01 0.06% |
As of the 18th of February 2026, Weitz Balanced maintains the Downside Deviation of 0.3711, market risk adjusted performance of 0.1203, and Mean Deviation of 0.345. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Weitz Balanced, as well as the relationship between them.
Weitz Balanced Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Weitz, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to WeitzWeitz |
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 | 0.0109 | |||
| 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 | 0.0785 | |||
| Jensen Alpha | 0.03 | |||
| Total Risk Alpha | 0.0183 | |||
| Sortino Ratio | 0.0167 | |||
| Treynor Ratio | 0.1103 |
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 | 0.0785 | |||
| Market Risk Adjusted Performance | 0.1203 | |||
| 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 | 0.0109 | |||
| Jensen Alpha | 0.03 | |||
| Total Risk Alpha | 0.0183 | |||
| Sortino Ratio | 0.0167 | |||
| Treynor Ratio | 0.1103 | |||
| 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-six technical indicators for Weitz Balanced, which you can use to evaluate the volatility of the fund. Please check out Weitz Balanced's Mean Deviation of 0.345, market risk adjusted performance of 0.1203, and Downside Deviation of 0.3711 to validate if the risk estimate we provide is consistent with the expected return of 0.084%. The entity maintains a market beta of 0.45, which attests to possible diversification benefits within a given portfolio. 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 |
Weitz Balanced technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Weitz Balanced Technical Analysis
The output start index for this execution was one with a total number of output elements of sixty. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Weitz Balanced volatility. High ATR values indicate high volatility, and low values indicate low volatility.
About Weitz Balanced Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Weitz Balanced on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Weitz Balanced based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Weitz Balanced price pattern first instead of the macroeconomic environment surrounding Weitz Balanced. By analyzing Weitz Balanced's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Weitz Balanced's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Weitz Balanced specific price patterns or momentum indicators. Please read more on our technical analysis page.
Weitz Balanced February 18, 2026 Technical Indicators
Most technical analysis of Weitz help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Weitz from various momentum indicators to cycle indicators. When you analyze Weitz charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0785 | |||
| Market Risk Adjusted Performance | 0.1203 | |||
| 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 | 0.0109 | |||
| Jensen Alpha | 0.03 | |||
| Total Risk Alpha | 0.0183 | |||
| Sortino Ratio | 0.0167 | |||
| Treynor Ratio | 0.1103 | |||
| 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 February 18, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Weitz stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | (Huge) | ||
| Rate Of Daily Change | 1.00 | ||
| Day Median Price | 16.61 | ||
| Day Typical Price | 16.61 | ||
| Price Action Indicator | (0.01) |
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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