WBALX vs. WEFIX
Compare and contrast key facts about Weitz Balanced Fund (WBALX) and Weitz Short Duration Income Fund (WEFIX).
WBALX is managed by Weitz. It was launched on Sep 30, 2003. WEFIX is managed by Weitz. It was launched on Dec 23, 1988.
Performance
WBALX vs. WEFIX - Performance Comparison
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WBALX vs. WEFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WBALX Weitz Balanced Fund | -3.90% | 3.77% | 6.85% | 9.27% | -9.95% | 13.11% | 8.13% | 17.94% | -1.79% | 11.16% |
WEFIX Weitz Short Duration Income Fund | 0.14% | 5.64% | 6.12% | 5.90% | -2.72% | 1.04% | 3.34% | 4.23% | 1.34% | 1.54% |
Returns By Period
In the year-to-date period, WBALX achieves a -3.90% return, which is significantly lower than WEFIX's 0.14% return. Over the past 10 years, WBALX has outperformed WEFIX with an annualized return of 5.36%, while WEFIX has yielded a comparatively lower 2.80% annualized return.
WBALX
- 1D
- 0.50%
- 1M
- -4.42%
- YTD
- -3.90%
- 6M
- -2.67%
- 1Y
- 0.01%
- 3Y*
- 4.37%
- 5Y*
- 2.73%
- 10Y*
- 5.36%
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%
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WBALX vs. WEFIX - Expense Ratio Comparison
WBALX has a 0.85% expense ratio, which is higher than WEFIX's 0.48% expense ratio.
Return for Risk
WBALX vs. WEFIX — Risk / Return Rank
WBALX
WEFIX
WBALX vs. WEFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Balanced Fund (WBALX) 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.
| WBALX | WEFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.04 | 2.59 | -2.54 |
Sortino ratioReturn per unit of downside risk | 0.12 | 5.54 | -5.42 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.77 | -0.76 |
Calmar ratioReturn relative to maximum drawdown | -0.06 | 5.11 | -5.17 |
Martin ratioReturn relative to average drawdown | -0.21 | 20.72 | -20.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WBALX | WEFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.04 | 2.59 | -2.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 1.64 | -1.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 1.68 | -0.98 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 1.62 | -1.08 |
Correlation
The correlation between WBALX and WEFIX is 0.08, 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
WBALX vs. WEFIX - Dividend Comparison
WBALX's dividend yield for the trailing twelve months is around 5.15%, more than WEFIX's 4.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBALX Weitz Balanced Fund | 5.15% | 4.95% | 4.98% | 1.11% | 1.95% | 2.57% | 1.08% | 1.88% | 9.78% | 2.72% | 3.26% | 5.51% |
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
WBALX vs. WEFIX - Drawdown Comparison
The maximum WBALX drawdown since its inception was -43.04%, which is greater than WEFIX's maximum drawdown of -5.98%. Use the drawdown chart below to compare losses from any high point for WBALX and WEFIX.
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Drawdown Indicators
| WBALX | WEFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.04% | -5.98% | -37.06% |
Max Drawdown (1Y)Largest decline over 1 year | -6.02% | -0.91% | -5.11% |
Max Drawdown (5Y)Largest decline over 5 years | -14.81% | -4.75% | -10.06% |
Max Drawdown (10Y)Largest decline over 10 years | -15.93% | -5.98% | -9.95% |
Current DrawdownCurrent decline from peak | -5.55% | -0.74% | -4.81% |
Average DrawdownAverage peak-to-trough decline | -4.12% | -0.60% | -3.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.65% | 0.22% | +1.43% |
Volatility
WBALX vs. WEFIX - Volatility Comparison
Weitz Balanced Fund (WBALX) has a higher volatility of 2.09% compared to Weitz Short Duration Income Fund (WEFIX) at 0.43%. This indicates that WBALX's price experiences larger fluctuations and is considered to be riskier 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
| WBALX | WEFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.09% | 0.43% | +1.66% |
Volatility (6M)Calculated over the trailing 6-month period | 4.41% | 1.14% | +3.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.41% | 1.79% | +5.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.33% | 1.86% | +5.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.68% | 1.67% | +6.01% |