WBALX
Weitz Conservative Allocation Fund;Investor
1W: -0.5%
1M: -1.6%
3M: -0.8%
YTD: -1.7%
1Y: -4.7%
3Y: +12.9%
5Y: +9.0%
$16.39
+0.03 (+0.18%)
Weekly Expected Move ±0.6%
$16
$16
$16
$16
$17
Oct Typical
⛅
Partly Cloudy
+4.2% YTD avg
Midterm Year
⛅
Partly Cloudy
+1.0% YTD avg
2026 Now
🌧️
Rainy
Below typical
20yr Avg YTD
+4.2%
Day 189 of 252
Midterm Year YTD
+1.0%
Presidential cycle avg
2026 YTD
-1.7%
Below 20yr avg
Typical Vol
13%
Annualized
Monthly Weather Forecast
Jan
20yr
⛅
+0.7%
Midterm
☁️
+0.1%
60% win
9% vol
Feb
20yr
☁️
+0.8%
Midterm
☁️
+0.0%
50% win
9% vol
Mar
20yr
☁️
+1.8%
Midterm
⛅
+1.2%
65% win
14% vol
Apr
20yr
⛅
+3.0%
Midterm
⛅
+1.4%
70% win
10% vol
May
20yr
☁️
+3.4%
Midterm
☁️
+0.8%
65% win
9% vol
Jun
20yr
☁️
+3.2%
Midterm
☁️
-0.4%
60% win
9% vol
Jul
20yr
⛅
+4.1%
Midterm
☁️
+0.9%
75% win
8% vol
Aug
20yr
☁️
+4.3%
Midterm
☁️
+0.5%
70% win
10% vol
Sep
20yr
☁️
+4.2%
Midterm
☁️
+0.8%
45% win
10% vol
Oct
20yr
☁️
+4.0%
Midterm
⛅
+1.7%
48% win
13% vol
Now:
+0.0%
Nov
20yr
⛅
+5.1%
Midterm
⛅
+4.0%
85% win
12% vol
Dec
20yr
☁️
+0.4%
Midterm
☁️
-0.0%
65% win
10% vol
Seasonality (20yr)
Updated: 2026-10-02
YTD: -1.7%