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PIMIX vs. WCPNX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between PIMIX and WCPNX is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


-0.50.00.51.0
Correlation: -0.0

Performance

PIMIX vs. WCPNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO Income Fund Institutional Class (PIMIX) and Weitz Core Plus Income Fund (WCPNX). The values are adjusted to include any dividend payments, if applicable.

25.00%30.00%35.00%40.00%45.00%50.00%55.00%60.00%NovemberDecember2025FebruaryMarchApril
57.00%
34.06%
PIMIX
WCPNX

Key characteristics

Sharpe Ratio

PIMIX:

2.11

WCPNX:

1.43

Sortino Ratio

PIMIX:

3.22

WCPNX:

2.13

Omega Ratio

PIMIX:

1.42

WCPNX:

1.26

Calmar Ratio

PIMIX:

3.11

WCPNX:

1.25

Martin Ratio

PIMIX:

9.40

WCPNX:

4.34

Ulcer Index

PIMIX:

0.92%

WCPNX:

1.69%

Daily Std Dev

PIMIX:

4.13%

WCPNX:

5.12%

Max Drawdown

PIMIX:

-13.39%

WCPNX:

-13.87%

Current Drawdown

PIMIX:

-0.93%

WCPNX:

-1.33%

Returns By Period

In the year-to-date period, PIMIX achieves a 2.62% return, which is significantly higher than WCPNX's 2.15% return. Over the past 10 years, PIMIX has outperformed WCPNX with an annualized return of 4.34%, while WCPNX has yielded a comparatively lower 2.67% annualized return.


PIMIX

YTD

2.62%

1M

0.14%

6M

3.45%

1Y

9.32%

5Y*

4.90%

10Y*

4.34%

WCPNX

YTD

2.15%

1M

0.29%

6M

2.13%

1Y

7.90%

5Y*

2.50%

10Y*

2.67%

*Annualized

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PIMIX vs. WCPNX - Expense Ratio Comparison

PIMIX has a 0.62% expense ratio, which is lower than WCPNX's 0.89% expense ratio.


Expense ratio chart for WCPNX: current value is 0.89%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
WCPNX: 0.89%
Expense ratio chart for PIMIX: current value is 0.62%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
PIMIX: 0.62%

Risk-Adjusted Performance

PIMIX vs. WCPNX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PIMIX
The Risk-Adjusted Performance Rank of PIMIX is 9393
Overall Rank
The Sharpe Ratio Rank of PIMIX is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of PIMIX is 9393
Sortino Ratio Rank
The Omega Ratio Rank of PIMIX is 9191
Omega Ratio Rank
The Calmar Ratio Rank of PIMIX is 9696
Calmar Ratio Rank
The Martin Ratio Rank of PIMIX is 9393
Martin Ratio Rank

WCPNX
The Risk-Adjusted Performance Rank of WCPNX is 8686
Overall Rank
The Sharpe Ratio Rank of WCPNX is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of WCPNX is 8787
Sortino Ratio Rank
The Omega Ratio Rank of WCPNX is 8585
Omega Ratio Rank
The Calmar Ratio Rank of WCPNX is 8888
Calmar Ratio Rank
The Martin Ratio Rank of WCPNX is 8282
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PIMIX vs. WCPNX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO Income Fund Institutional Class (PIMIX) and Weitz Core Plus Income Fund (WCPNX). 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.


The chart of Sharpe ratio for PIMIX, currently valued at 2.11, compared to the broader market-1.000.001.002.003.00
PIMIX: 2.11
WCPNX: 1.43
The chart of Sortino ratio for PIMIX, currently valued at 3.22, compared to the broader market-2.000.002.004.006.008.00
PIMIX: 3.22
WCPNX: 2.13
The chart of Omega ratio for PIMIX, currently valued at 1.42, compared to the broader market0.501.001.502.002.503.00
PIMIX: 1.42
WCPNX: 1.26
The chart of Calmar ratio for PIMIX, currently valued at 3.11, compared to the broader market0.002.004.006.008.0010.00
PIMIX: 3.11
WCPNX: 1.25
The chart of Martin ratio for PIMIX, currently valued at 9.40, compared to the broader market0.0010.0020.0030.0040.00
PIMIX: 9.40
WCPNX: 4.34

The current PIMIX Sharpe Ratio is 2.11, which is higher than the WCPNX Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of PIMIX and WCPNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2025FebruaryMarchApril
2.11
1.43
PIMIX
WCPNX

Dividends

PIMIX vs. WCPNX - Dividend Comparison

PIMIX's dividend yield for the trailing twelve months is around 6.21%, more than WCPNX's 5.07% yield.


TTM20242023202220212020201920182017201620152014
PIMIX
PIMCO Income Fund Institutional Class
6.21%6.27%6.21%6.40%4.02%4.89%5.86%5.68%5.41%5.57%7.84%6.30%
WCPNX
Weitz Core Plus Income Fund
5.07%5.70%5.73%2.93%2.23%3.31%2.72%2.55%2.11%2.43%1.78%0.58%

Drawdowns

PIMIX vs. WCPNX - Drawdown Comparison

The maximum PIMIX drawdown since its inception was -13.39%, roughly equal to the maximum WCPNX drawdown of -13.87%. Use the drawdown chart below to compare losses from any high point for PIMIX and WCPNX. For additional features, visit the drawdowns tool.


-4.00%-3.00%-2.00%-1.00%0.00%NovemberDecember2025FebruaryMarchApril
-0.93%
-1.33%
PIMIX
WCPNX

Volatility

PIMIX vs. WCPNX - Volatility Comparison

The current volatility for PIMCO Income Fund Institutional Class (PIMIX) is 1.97%, while Weitz Core Plus Income Fund (WCPNX) has a volatility of 2.15%. This indicates that PIMIX experiences smaller price fluctuations and is considered to be less risky than WCPNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%1.50%2.00%NovemberDecember2025FebruaryMarchApril
1.97%
2.15%
PIMIX
WCPNX