WBALX vs. WPVLX
Compare and contrast key facts about Weitz Balanced Fund (WBALX) and Weitz Partners Value Fund (WPVLX).
WBALX is managed by Weitz. It was launched on Sep 30, 2003. WPVLX is managed by Weitz. It was launched on Jun 1, 1983.
Performance
WBALX vs. WPVLX - Performance Comparison
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WBALX vs. WPVLX - 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% |
WPVLX Weitz Partners Value Fund | -10.30% | 3.15% | 15.68% | 17.83% | -21.28% | 23.67% | 7.53% | 33.31% | -11.48% | 11.45% |
Returns By Period
In the year-to-date period, WBALX achieves a -3.90% return, which is significantly higher than WPVLX's -10.30% return. Over the past 10 years, WBALX has underperformed WPVLX with an annualized return of 5.36%, while WPVLX has yielded a comparatively higher 6.09% 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%
WPVLX
- 1D
- 0.66%
- 1M
- -9.11%
- YTD
- -10.30%
- 6M
- -11.56%
- 1Y
- -8.16%
- 3Y*
- 7.33%
- 5Y*
- 2.53%
- 10Y*
- 6.09%
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WBALX vs. WPVLX - Expense Ratio Comparison
WBALX has a 0.85% expense ratio, which is lower than WPVLX's 1.09% expense ratio.
Return for Risk
WBALX vs. WPVLX — Risk / Return Rank
WBALX
WPVLX
WBALX vs. WPVLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Balanced Fund (WBALX) and Weitz Partners Value Fund (WPVLX). 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 | WPVLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.04 | -0.44 | +0.48 |
Sortino ratioReturn per unit of downside risk | 0.12 | -0.52 | +0.64 |
Omega ratioGain probability vs. loss probability | 1.01 | 0.93 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | -0.06 | -0.70 | +0.64 |
Martin ratioReturn relative to average drawdown | -0.21 | -2.20 | +1.99 |
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 | WPVLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.04 | -0.44 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.15 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.33 | +0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.53 | +0.02 |
Correlation
The correlation between WBALX and WPVLX is 0.94, 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.
Dividends
WBALX vs. WPVLX - Dividend Comparison
WBALX's dividend yield for the trailing twelve months is around 5.15%, less than WPVLX's 10.07% 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% |
WPVLX Weitz Partners Value Fund | 10.07% | 9.03% | 7.76% | 1.80% | 7.32% | 6.72% | 10.93% | 7.09% | 9.27% | 2.32% | 0.00% | 13.92% |
Drawdowns
WBALX vs. WPVLX - Drawdown Comparison
The maximum WBALX drawdown since its inception was -43.04%, smaller than the maximum WPVLX drawdown of -59.01%. Use the drawdown chart below to compare losses from any high point for WBALX and WPVLX.
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Drawdown Indicators
| WBALX | WPVLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.04% | -59.01% | +15.97% |
Max Drawdown (1Y)Largest decline over 1 year | -6.02% | -13.44% | +7.42% |
Max Drawdown (5Y)Largest decline over 5 years | -14.81% | -28.45% | +13.64% |
Max Drawdown (10Y)Largest decline over 10 years | -15.93% | -39.62% | +23.69% |
Current DrawdownCurrent decline from peak | -5.55% | -13.04% | +7.49% |
Average DrawdownAverage peak-to-trough decline | -4.12% | -7.51% | +3.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.65% | 4.28% | -2.63% |
Volatility
WBALX vs. WPVLX - Volatility Comparison
The current volatility for Weitz Balanced Fund (WBALX) is 2.09%, while Weitz Partners Value Fund (WPVLX) has a volatility of 4.32%. This indicates that WBALX experiences smaller price fluctuations and is considered to be less risky than WPVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WBALX | WPVLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.09% | 4.32% | -2.23% |
Volatility (6M)Calculated over the trailing 6-month period | 4.41% | 9.57% | -5.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.41% | 17.38% | -9.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.33% | 17.14% | -9.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.68% | 18.52% | -10.84% |