Financial Services

Weitz Short Duration Income Fund Investor Class(WSHNX)

Fund

Live Price

Offline

$11.97

+0.08% today

1Y Change

-0.33%

Window

Jun 23, 2025 → Jun 10, 2026

Market Cap: $1.51B
Dividend Yield: 4.0%
50-Day Avg: —
Exchange: NASDAQ

Coverage: 243 bars · Jun 23, 2025 → Jun 10, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Weitz Short Duration Income Fund Investor Class (WSHNX) is a fund with a market cap of $1.51B and listed on NASDAQ. The fund last traded around $11.97 and down 0.3% across the available one-year price window (Jun 23, 2025 → Jun 10, 2026). Baseline metrics include a dividend yield of 4.0%. Valuation already assumes a fairly strong business story at price/sales 106.1. Stock Foundry combines WSHNX price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

WSHNX

—

Normalized return

SPY

—

S&P 500

Excess Return

—

Relative to SPY

WSHNX Max Drawdown

-1.08%

Trailing 1Y

SPY Max Drawdown

—

Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for WSHNX and SPY.

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We do not have analyst estimates for WSHNX yet. Once the upstream feed includes this ticker, the outlook cards and table will light up automatically.

Next Step

Put consensus data in context

Forecasts are most valuable when they sit beside comparisons, earnings setup, and the rest of the business story.

Read the analyst forecasts guide Compare stocks with this setup