# Weitz Short Duration Income Instl (WEFIX)

> Source: Nexqual · https://nexqual.com/WEFIX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Weitz Short Duration Income Instl (WEFIX), nexqual.com/WEFIX" · informational, not investment advice.

**Price:** USD 11.88 (-0.08% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 11.89 · day 11.88–11.88 · 52w 11.84–12.11 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +2.8% vs S&P 500 +13.4%; 5Y +17.4% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +2.8% | +17.4% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +2.8% | +3.3% |
| Volatility (annualized) | 1.9% | 1.8% |
| Max drawdown | -1.1% (Aug 2026→Sep 2026) | -4.4% (Nov 2021→Oct 2022) |

## Peers
PAIDX (PIMCO Short Asset Investment Fu) USD 10.02 -0.00% · SUBFX (Carillon Reams Unconstrained Bo) USD 12.29 +0.00% · DBFRX (DoubleLine Floating Rate Fund -) USD 8.93 +0.00% · DBLSX (DoubleLine Low Duration Bond Fu) USD 9.51 -0.00% · JASBX (Janus Henderson Short-Term Bond) USD 2.84 +0.00%

## More
Full page: https://nexqual.com/WEFIX · 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