USIBX vs. WCPNX
Compare and contrast key facts about USAA Intermediate Term Bond Fund (USIBX) and Weitz Core Plus Income Fund (WCPNX).
USIBX is managed by Victory Capital. It was launched on Aug 2, 1999. WCPNX is managed by Weitz. It was launched on Jul 31, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USIBX or WCPNX.
Key characteristics
| USIBX | WCPNX | |
|---|---|---|
| YTD Return | 6.03% | 6.56% |
| 1Y Return | 11.38% | 11.07% |
| 3Y Return (Ann) | -0.41% | 1.00% |
| 5Y Return (Ann) | 2.15% | 3.12% |
| 10Y Return (Ann) | 2.96% | 3.51% |
| Sharpe Ratio | 1.98 | 1.88 |
| Daily Std Dev | 5.81% | 5.94% |
| Max Drawdown | -17.83% | -13.61% |
| Current Drawdown | -1.74% | -0.10% |
Correlation
The correlation between USIBX and WCPNX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
USIBX vs. WCPNX - Performance Comparison
In the year-to-date period, USIBX achieves a 6.03% return, which is significantly lower than WCPNX's 6.56% return. Over the past 10 years, USIBX has underperformed WCPNX with an annualized return of 2.96%, while WCPNX has yielded a comparatively higher 3.51% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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USIBX vs. WCPNX - Expense Ratio Comparison
USIBX has a 0.63% expense ratio, which is lower than WCPNX's 0.89% expense ratio.
Risk-Adjusted Performance
USIBX vs. WCPNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Intermediate Term Bond Fund (USIBX) 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.
Dividends
USIBX vs. WCPNX - Dividend Comparison
USIBX's dividend yield for the trailing twelve months is around 4.25%, less than WCPNX's 5.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USIBX USAA Intermediate Term Bond Fund | 4.25% | 4.09% | 3.19% | 4.98% | 6.60% | 4.93% | 3.68% | 3.45% | 3.86% | 4.34% | 4.25% | 4.42% |
WCPNX Weitz Core Plus Income Fund | 5.11% | 5.73% | 3.07% | 2.52% | 5.07% | 2.95% | 2.55% | 2.41% | 3.72% | 1.96% | 0.58% | 0.00% |
Drawdowns
USIBX vs. WCPNX - Drawdown Comparison
The maximum USIBX drawdown since its inception was -17.83%, which is greater than WCPNX's maximum drawdown of -13.61%. Use the drawdown chart below to compare losses from any high point for USIBX and WCPNX. For additional features, visit the drawdowns tool.
Volatility
USIBX vs. WCPNX - Volatility Comparison
USAA Intermediate Term Bond Fund (USIBX) and Weitz Core Plus Income Fund (WCPNX) have volatilities of 0.95% and 0.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.