WCPNX vs. AGG
Compare and contrast key facts about Weitz Core Plus Income Fund (WCPNX) and iShares Core U.S. Aggregate Bond ETF (AGG).
WCPNX is managed by Weitz. It was launched on Jul 31, 2014. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WCPNX or AGG.
Performance
WCPNX vs. AGG - Performance Comparison
Returns By Period
In the year-to-date period, WCPNX achieves a 3.51% return, which is significantly higher than AGG's 1.91% return. Over the past 10 years, WCPNX has outperformed AGG with an annualized return of 2.65%, while AGG has yielded a comparatively lower 1.46% annualized return.
WCPNX
3.51%
-0.42%
3.16%
7.39%
1.93%
2.65%
AGG
1.91%
-0.74%
3.31%
6.52%
-0.24%
1.46%
Key characteristics
| WCPNX | AGG | |
|---|---|---|
| Sharpe Ratio | 1.42 | 1.15 |
| Sortino Ratio | 2.14 | 1.68 |
| Omega Ratio | 1.26 | 1.20 |
| Calmar Ratio | 0.95 | 0.46 |
| Martin Ratio | 5.39 | 3.78 |
| Ulcer Index | 1.39% | 1.76% |
| Daily Std Dev | 5.28% | 5.76% |
| Max Drawdown | -13.87% | -18.43% |
| Current Drawdown | -2.96% | -8.40% |
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WCPNX vs. AGG - Expense Ratio Comparison
WCPNX has a 0.89% expense ratio, which is higher than AGG's 0.05% expense ratio.
Correlation
The correlation between WCPNX and AGG 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.
Risk-Adjusted Performance
WCPNX vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Core Plus Income Fund (WCPNX) and iShares Core U.S. Aggregate Bond ETF (AGG). 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
WCPNX vs. AGG - Dividend Comparison
WCPNX's dividend yield for the trailing twelve months is around 5.24%, more than AGG's 3.96% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCPNX Weitz Core Plus Income Fund | 5.24% | 5.73% | 2.93% | 2.23% | 3.31% | 2.72% | 2.55% | 2.11% | 2.43% | 1.78% | 0.58% | 0.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.96% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% | 2.32% |
Drawdowns
WCPNX vs. AGG - Drawdown Comparison
The maximum WCPNX drawdown since its inception was -13.87%, smaller than the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for WCPNX and AGG. For additional features, visit the drawdowns tool.
Volatility
WCPNX vs. AGG - Volatility Comparison
The current volatility for Weitz Core Plus Income Fund (WCPNX) is 1.35%, while iShares Core U.S. Aggregate Bond ETF (AGG) has a volatility of 1.52%. This indicates that WCPNX experiences smaller price fluctuations and is considered to be less risky than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.