Hickory Fund : Performance as of June 30, 2018

Effective June 30, 2008, Hickory Fund adopted its current principal investment strategy of investing the majority of its assets in smaller- and medium-sized companies. 
 
Annualized
1-Year
Month
Since
Inception
(4/1/93)
10-Year
Since Investment Style
Inception
(6/30/08)
5-Year
3-Year
Hickory Fund
9.51%
8.88%
8.88%
5.06%
3.13%
1.25%
1.71%
Russell 2500
10.67%
10.74%
10.74%
12.29%
10.30%
16.24%
0.72%
Russell 2500 Value
10.93%
10.10%
10.10%
10.78%
9.76%
11.49%
0.53%
S&P 500®
9.51%
10.17%
10.17%
13.42%
11.93%
14.37%
0.62%

Performance Data

Growth of $10K

: S&P 500®
: Russell 2500 Value
: Russell 2500
: Hickory Fund
10-Year Since Investment Style Inception 5-Year 3-Year 1-Year
07/08
06/18
06/08
06/18
07/13
06/18
07/15
06/18
07/17
06/18
Growth of $ 10K shown Since Investment Style Inception, is for the period beginning June 30, 2008, when the Hickory Fund adopted its current principal investment strategy of investing the majority of its assets in smaller- to medium-sized companies. 

Summary of Returns

Year
Hickory Fund
Russell 2500
Relative Results
2008 (06/30/2008)
-28.92%
-31.21%
2.29%
2009
36.54%
34.39%
2.15%
2010
38.66%
26.71%
11.95%
2011
1.53%
-2.51%
4.04%
2012
18.98%
17.88%
1.10%
2013
27.83%
36.80%
-8.97%
2014
2.27%
7.07%
-4.80%
2015
-7.62%
-2.90%
-4.72%
2016
10.16%
17.59%
-7.43%
2017
8.01%
16.81%
-8.80%
2018 (06/30/2018)
0.27%
5.46%
-5.19%
Since Investment Style Inception
Hickory Fund
Russell 2500
Relative Results
Cumulative Return
134.24%
177.31%
-43.07%
Average Annual Return
8.88%
10.74%
-1.86%
Performance data represents past performance, which does not guarantee future results. The investment return and the principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. Current performance may be higher or lower than the performance data quoted. Performance data current to the most recent month end may be obtained at weitzinvestments.com.

Returns assume reinvestment of dividends and redemption at the end of each period, and reflect the deduction of annual operating expenses, which as stated in the most recent Prospectus are 1.25% of the Fund’s net assets. Returns also include fee waivers and/or expense reimbursements, if any; total returns would have been lower had there been no waivers or reimbursements.

Index performance is hypothetical and is shown for illustrative purposes only. Comparative returns are the average returns for the applicable period of the reflected indices. The Russell 2500TM Index measures the performance of the small to mid-cap segment of the U.S. equity universe, commonly referred to as “SMID” cap. The Russell 2500 Index is a subset of the Russell 3000® Index. It includes approximately 2,500 of the smallest securities based on a combination of their market cap and current index membership. The Russell 2500TM Value Index measures the performance of the small to mid-cap value segment of the U.S. equity universe. It includes those Russell 2500 companies that are considered more value oriented relative to the overall market as defined by Russell. Russell Investment Group is the source and owner of the trademarks, service marks and copyrights related to the Russell Indices. Russell® is the trademark of Russell Investment Group. The S&P 500® is an unmanaged index consisting of 500 companies generally representative of the market for the stocks of large-size U.S. companies.

Portfolio composition is subject to change at any time. Current and future portfolio holdings are subject to risk.

Investors should consider carefully the investment objectives, risks, and charges and expenses of the Fund before investing. The Fund’s Prospectus contains this and other information about the Fund and should be read carefully before investing. The Prospectus is available from Weitz Investment Management, Inc. Weitz Securities, Inc. is the distributor of the Weitz Funds.
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