# Weitz Conservative Allocation-Inv Cl (WBALX)

> Source: Nexqual · https://nexqual.com/WBALX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Weitz Conservative Allocation-Inv Cl (WBALX), nexqual.com/WBALX" · informational, not investment advice.

**Price:** USD 16.88 (-0.30% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 16.93 · day 16.88–16.88 · 52w 15.92–17.28 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +4.8% vs S&P 500 +13.4%; 5Y +15.6% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +4.8% | +15.6% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +4.8% | +2.9% |
| Volatility (annualized) | 6.4% | 7.3% |
| Max drawdown | -6.0% (Jan 2026→Mar 2026) | -14.7% (Dec 2021→Oct 2022) |

## Peers
TAIFX (American Funds Tax-Aware Conser) USD 17.49 +0.00% · WEFIX (Weitz Short Duration Income Fun) USD 11.88 -0.00% · WPVLX (Partners Value Fund - Investor ) USD 31.01 -0.00% · WVALX (Value Fund - Investor Class) USD 44.47 -0.00% · FMSTX (Federated Hermes MDT Large Cap ) USD 42.18 -0.00%

## More
Full page: https://nexqual.com/WBALX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt