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GPICX vs. WEFIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

GPICX vs. WEFIX

Last updated Apr 1, 2026

Compare and contrast key facts about GuidepathConservative Income Fund (GPICX) and Weitz Short Duration Income Fund (WEFIX).

GPICX is managed by GuidePath. It was launched on Apr 30, 2018. WEFIX is managed by Weitz. It was launched on Dec 23, 1988.

Performance

GPICX vs. WEFIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in GuidepathConservative Income Fund (GPICX) and Weitz Short Duration Income Fund (WEFIX). The values are adjusted to include any dividend payments, if applicable.

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GPICX vs. WEFIX - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
GPICX
GuidepathConservative Income Fund		0.20%3.49%4.73%4.87%-1.67%0.08%-0.23%2.30%0.80%
WEFIX
Weitz Short Duration Income Fund		0.14%5.64%6.12%5.90%-2.72%1.04%3.34%4.23%1.29%

Returns By Period

In the year-to-date period, GPICX achieves a 0.20% return, which is significantly higher than WEFIX's 0.14% return.

GPICX

1D
0.00%
1M
-0.14%
YTD
0.20%
6M
1.09%
1Y
2.76%
3Y*
4.02%
5Y*
2.31%
10Y*
—

WEFIX

1D
0.08%
1M
-0.74%
YTD
0.14%
6M
1.29%
1Y
4.10%
3Y*
5.25%
5Y*
3.03%
10Y*
2.80%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

GuidepathConservative Income Fund

Weitz Short Duration Income Fund

Often compared with GPICX:
GPICX vs. GPIGXGPICX vs. FMFIXGPICX vs. PSHYXGPICX vs. TNSHXGPICX vs. DTCPXGPICX vs. GPARXGPICX vs. PLSDX
Often compared with WEFIX:
WEFIX vs. FCNVXWEFIX vs. FTHRXWEFIX vs. FTBFXWEFIX vs. PSTQXWEFIX vs. HICOXWEFIX vs. IGSBWEFIX vs. GCOW

GPICX vs. WEFIX - Expense Ratio Comparison

GPICX has a 0.75% expense ratio, which is higher than WEFIX's 0.48% expense ratio.

GPICX
GuidepathConservative Income Fund
WEFIX
Weitz Short Duration Income Fund

Return for Risk

GPICX vs. WEFIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
GPICX
GPICX Risk / Return Rank: 9898
Overall Rank
GPICX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
GPICX Sortino Ratio Rank: 9696
Sortino Ratio Rank
GPICX Omega Ratio Rank: 9898
Omega Ratio Rank
GPICX Calmar Ratio Rank: 9898
Calmar Ratio Rank
GPICX Martin Ratio Rank: 9999
Martin Ratio Rank
WEFIX
WEFIX Risk / Return Rank: 9898
Overall Rank
WEFIX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
WEFIX Sortino Ratio Rank: 9898
Sortino Ratio Rank
WEFIX Omega Ratio Rank: 9898
Omega Ratio Rank
WEFIX Calmar Ratio Rank: 9898
Calmar Ratio Rank
WEFIX Martin Ratio Rank: 9898
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GPICX vs. WEFIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for GuidepathConservative Income Fund (GPICX) and Weitz Short Duration Income Fund (WEFIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

GPICXWEFIXDifference

Sharpe ratio

Return per unit of total volatility

2.43

2.59

-0.16

Sortino ratio

Return per unit of downside risk

3.57

5.54

-1.97

Omega ratio

Gain probability vs. loss probability

1.91

1.77

+0.14

Calmar ratio

Return relative to maximum drawdown

5.32

5.11

+0.21

Martin ratio

Return relative to average drawdown

31.04

20.72

+10.32

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

GPICX vs. WEFIX - Sharpe Ratio Comparison

The current GPICX Sharpe Ratio is 2.43, which is comparable to the WEFIX Sharpe Ratio of 2.59. The chart below compares the historical Sharpe Ratios of GPICX and WEFIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

GPICXWEFIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.43

2.59

-0.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

2.10

1.64

+0.47

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

1.68

—

Sharpe Ratio (All Time)

Calculated using the full available price history

1.74

1.62

+0.12

Correlation

The correlation between GPICX and WEFIX is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

GPICX vs. WEFIX - Dividend Comparison

GPICX's dividend yield for the trailing twelve months is around 3.68%, less than WEFIX's 4.19% yield.

TTM20252024202320222021202020192018201720162015
GPICX
GuidepathConservative Income Fund		3.68%3.86%4.53%4.23%1.51%0.48%0.57%1.67%1.30%0.00%0.00%0.00%
WEFIX
Weitz Short Duration Income Fund		4.19%4.55%5.07%3.73%2.54%1.87%2.54%2.49%2.41%2.11%2.43%2.39%

Drawdowns

GPICX vs. WEFIX - Drawdown Comparison

The maximum GPICX drawdown since its inception was -3.10%, smaller than the maximum WEFIX drawdown of -5.98%. Use the drawdown chart below to compare losses from any high point for GPICX and WEFIX.

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Drawdown Indicators

GPICXWEFIXDifference

Max Drawdown

Largest peak-to-trough decline

-3.10%

-5.98%

+2.88%

Max Drawdown (1Y)

Largest decline over 1 year

-0.52%

-0.91%

+0.39%

Max Drawdown (5Y)

Largest decline over 5 years

-2.79%

-4.75%

+1.96%

Max Drawdown (10Y)

Largest decline over 10 years

—

-5.98%

—

Current Drawdown

Current decline from peak

-0.14%

-0.74%

+0.60%

Average Drawdown

Average peak-to-trough decline

-0.57%

-0.60%

+0.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.09%

0.22%

-0.13%

Volatility

GPICX vs. WEFIX - Volatility Comparison

The current volatility for GuidepathConservative Income Fund (GPICX) is 0.36%, while Weitz Short Duration Income Fund (WEFIX) has a volatility of 0.43%. This indicates that GPICX experiences smaller price fluctuations and is considered to be less risky than WEFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

GPICXWEFIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.36%

0.43%

-0.07%

Volatility (6M)

Calculated over the trailing 6-month period

0.55%

1.14%

-0.59%

Volatility (1Y)

Calculated over the trailing 1-year period

1.14%

1.79%

-0.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.10%

1.86%

-0.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.07%

1.67%

-0.60%