Weitz Core Plus Bond ETF (WCPB)

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Weitz Core Plus Bond ETF (WCPB) is up 1.2% since the beginning of the year. WCPB is currently trading at $25 per share.

Based on dividend-adjusted daily data since Aug 13, 2025, WCPB's average daily return is +0.02%, while the average monthly return is +0.35%. At this rate, an investment would double in approximately 16.5 years.

Historically, 75% of months were positive and 25% were negative. The best month was Sep 2025 with a return of +1.2%, while the worst month was Mar 2026 at -1.6%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 1 months.

On a daily basis, WCPB closed higher 53% of trading days. The best single day was Mar 30, 2026 with a return of +0.7%, while the worst single day was Mar 20, 2026 at -0.9%.

Weitz Core Plus Bond ETF has an annualized alpha of 2.58%, beta of 0.12, and R2 of 0.15 versus S&P 500 Index. Calculated based on daily prices since August 13, 2025.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (16.04%) than losses (1.05%) - typical of diversified or defensive assets.
• Beta of 0.12 may look defensive, but with R2 of 0.15 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R2 of 0.15 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

WCPB has an expense ratio of 0.45%, placing it in the medium range.

Weitz Core Plus Bond ETF provided a 3.58% dividend yield over the last twelve months, with an annual payout of $0.91 per share.

The table displays the monthly dividend distributions for Weitz Core Plus Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Weitz Core Plus Bond ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Weitz Core Plus Bond ETF was 2.64%, occurring on Mar 27, 2026. Recovery took 62 trading sessions.

The current Weitz Core Plus Bond ETF drawdown is 0.75%.

The chart below shows the rolling one-month volatility.