USSBX vs. WBALX
Compare and contrast key facts about USAA Short Term Bond Fund (USSBX) and Weitz Balanced Fund (WBALX).
USSBX is managed by Victory Capital. It was launched on Jun 1, 1993. WBALX is managed by Weitz. It was launched on Sep 30, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USSBX or WBALX.
Correlation
The correlation between USSBX and WBALX is -0.02. 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.
Performance
USSBX vs. WBALX - Performance Comparison
Key characteristics
USSBX:
3.28
WBALX:
-0.02
USSBX:
6.21
WBALX:
0.02
USSBX:
1.89
WBALX:
1.00
USSBX:
7.89
WBALX:
-0.02
USSBX:
23.29
WBALX:
-0.05
USSBX:
0.30%
WBALX:
3.07%
USSBX:
2.11%
WBALX:
7.65%
USSBX:
-7.80%
WBALX:
-45.38%
USSBX:
-0.55%
WBALX:
-7.45%
Returns By Period
In the year-to-date period, USSBX achieves a 1.34% return, which is significantly higher than WBALX's -2.55% return. Over the past 10 years, USSBX has outperformed WBALX with an annualized return of 2.72%, while WBALX has yielded a comparatively lower 2.30% annualized return.
USSBX
1.34%
0.05%
2.25%
6.90%
3.67%
2.72%
WBALX
-2.55%
-2.26%
-6.36%
-0.52%
4.47%
2.30%
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USSBX vs. WBALX - Expense Ratio Comparison
USSBX has a 0.54% expense ratio, which is lower than WBALX's 0.85% expense ratio.
Risk-Adjusted Performance
USSBX vs. WBALX — Risk-Adjusted Performance Rank
USSBX
WBALX
USSBX vs. WBALX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Short Term Bond Fund (USSBX) and Weitz Balanced Fund (WBALX). 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
USSBX vs. WBALX - Dividend Comparison
USSBX's dividend yield for the trailing twelve months is around 4.42%, more than WBALX's 2.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USSBX USAA Short Term Bond Fund | 4.42% | 4.33% | 3.70% | 2.40% | 2.77% | 3.22% | 2.79% | 2.43% | 1.95% | 1.87% | 1.69% | 1.76% |
WBALX Weitz Balanced Fund | 2.12% | 2.07% | 1.61% | 0.95% | 0.21% | 0.53% | 0.99% | 1.01% | 0.37% | 0.27% | 0.00% | 0.00% |
Drawdowns
USSBX vs. WBALX - Drawdown Comparison
The maximum USSBX drawdown since its inception was -7.80%, smaller than the maximum WBALX drawdown of -45.38%. Use the drawdown chart below to compare losses from any high point for USSBX and WBALX. For additional features, visit the drawdowns tool.
Volatility
USSBX vs. WBALX - Volatility Comparison
The current volatility for USAA Short Term Bond Fund (USSBX) is 0.80%, while Weitz Balanced Fund (WBALX) has a volatility of 4.87%. This indicates that USSBX experiences smaller price fluctuations and is considered to be less risky than WBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.