WBALX vs. USSBX
Compare and contrast key facts about Weitz Balanced Fund (WBALX) and USAA Short Term Bond Fund (USSBX).
WBALX is managed by Weitz. It was launched on Sep 30, 2003. USSBX is managed by Victory Capital. It was launched on Jun 1, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WBALX or USSBX.
Correlation
The correlation between WBALX and USSBX is -0.01. 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
WBALX vs. USSBX - Performance Comparison
Key characteristics
WBALX:
0.56
USSBX:
3.32
WBALX:
0.76
USSBX:
6.36
WBALX:
1.11
USSBX:
1.87
WBALX:
0.59
USSBX:
7.68
WBALX:
1.68
USSBX:
22.93
WBALX:
2.00%
USSBX:
0.29%
WBALX:
6.03%
USSBX:
2.02%
WBALX:
-45.38%
USSBX:
-7.80%
WBALX:
-4.01%
USSBX:
0.00%
Returns By Period
In the year-to-date period, WBALX achieves a 1.07% return, which is significantly higher than USSBX's 0.71% return. Both investments have delivered pretty close results over the past 10 years, with WBALX having a 2.71% annualized return and USSBX not far behind at 2.58%.
WBALX
1.07%
-0.64%
-1.66%
2.50%
3.64%
2.71%
USSBX
0.71%
0.71%
2.24%
6.84%
2.83%
2.58%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WBALX vs. USSBX - Expense Ratio Comparison
WBALX has a 0.85% expense ratio, which is higher than USSBX's 0.54% expense ratio.
Risk-Adjusted Performance
WBALX vs. USSBX — Risk-Adjusted Performance Rank
WBALX
USSBX
WBALX vs. USSBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Balanced Fund (WBALX) and USAA Short Term Bond Fund (USSBX). 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
WBALX vs. USSBX - Dividend Comparison
WBALX's dividend yield for the trailing twelve months is around 2.04%, less than USSBX's 4.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBALX Weitz Balanced Fund | 2.04% | 2.07% | 1.61% | 0.95% | 0.21% | 0.53% | 0.99% | 1.01% | 0.37% | 0.27% | 0.00% | 0.00% |
USSBX USAA Short Term Bond Fund | 4.35% | 4.32% | 3.73% | 2.40% | 2.20% | 2.75% | 2.77% | 2.42% | 1.95% | 1.87% | 1.69% | 1.71% |
Drawdowns
WBALX vs. USSBX - Drawdown Comparison
The maximum WBALX drawdown since its inception was -45.38%, which is greater than USSBX's maximum drawdown of -7.80%. Use the drawdown chart below to compare losses from any high point for WBALX and USSBX. For additional features, visit the drawdowns tool.
Volatility
WBALX vs. USSBX - Volatility Comparison
Weitz Balanced Fund (WBALX) has a higher volatility of 1.41% compared to USAA Short Term Bond Fund (USSBX) at 0.58%. This indicates that WBALX's price experiences larger fluctuations and is considered to be riskier than USSBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.