WCPNX vs. CMBS
Compare and contrast key facts about Weitz Core Plus Income Fund (WCPNX) and iShares CMBS ETF (CMBS).
WCPNX is managed by Weitz. It was launched on Jul 31, 2014. CMBS is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. CMBS (ERISA Only) Index. It was launched on Feb 14, 2012.
Performance
WCPNX vs. CMBS - Performance Comparison
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WCPNX vs. CMBS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WCPNX Weitz Core Plus Income Fund | -0.47% | 7.89% | 4.10% | 7.00% | -9.92% | 1.60% | 10.18% | 7.39% | 1.49% | 2.83% |
CMBS iShares CMBS ETF | 0.07% | 7.67% | 4.27% | 5.06% | -11.21% | -1.82% | 7.86% | 7.94% | 0.77% | 2.95% |
Returns By Period
In the year-to-date period, WCPNX achieves a -0.47% return, which is significantly lower than CMBS's 0.07% return. Over the past 10 years, WCPNX has outperformed CMBS with an annualized return of 3.40%, while CMBS has yielded a comparatively lower 2.18% annualized return.
WCPNX
- 1D
- 0.21%
- 1M
- -1.73%
- YTD
- -0.47%
- 6M
- 0.53%
- 1Y
- 3.69%
- 3Y*
- 5.02%
- 5Y*
- 1.92%
- 10Y*
- 3.40%
CMBS
- 1D
- 0.20%
- 1M
- -1.30%
- YTD
- 0.07%
- 6M
- 1.21%
- 1Y
- 4.67%
- 3Y*
- 5.31%
- 5Y*
- 1.05%
- 10Y*
- 2.18%
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WCPNX vs. CMBS - Expense Ratio Comparison
WCPNX has a 0.89% expense ratio, which is higher than CMBS's 0.25% expense ratio.
Return for Risk
WCPNX vs. CMBS — Risk / Return Rank
WCPNX
CMBS
WCPNX vs. CMBS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Core Plus Income Fund (WCPNX) and iShares CMBS ETF (CMBS). 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.
| WCPNX | CMBS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.21 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.81 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.21 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 2.20 | -0.51 |
Martin ratioReturn relative to average drawdown | 4.77 | 8.26 | -3.49 |
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
| WCPNX | CMBS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.21 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.20 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.38 | +0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.44 | +0.41 |
Correlation
The correlation between WCPNX and CMBS is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WCPNX vs. CMBS - Dividend Comparison
WCPNX's dividend yield for the trailing twelve months is around 4.48%, more than CMBS's 3.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCPNX Weitz Core Plus Income Fund | 4.48% | 5.26% | 6.15% | 4.92% | 3.04% | 2.51% | 5.07% | 2.95% | 2.55% | 2.41% | 3.72% | 1.96% |
CMBS iShares CMBS ETF | 3.53% | 3.45% | 3.31% | 2.97% | 2.65% | 2.46% | 2.83% | 2.74% | 2.70% | 2.50% | 2.29% | 2.31% |
Drawdowns
WCPNX vs. CMBS - Drawdown Comparison
The maximum WCPNX drawdown since its inception was -13.63%, smaller than the maximum CMBS drawdown of -15.87%. Use the drawdown chart below to compare losses from any high point for WCPNX and CMBS.
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Drawdown Indicators
| WCPNX | CMBS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.63% | -15.87% | +2.24% |
Max Drawdown (1Y)Largest decline over 1 year | -2.74% | -2.44% | -0.30% |
Max Drawdown (5Y)Largest decline over 5 years | -13.63% | -15.87% | +2.24% |
Max Drawdown (10Y)Largest decline over 10 years | -13.63% | -15.87% | +2.24% |
Current DrawdownCurrent decline from peak | -2.13% | -1.84% | -0.29% |
Average DrawdownAverage peak-to-trough decline | -2.20% | -2.97% | +0.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 0.65% | +0.32% |
Volatility
WCPNX vs. CMBS - Volatility Comparison
Weitz Core Plus Income Fund (WCPNX) has a higher volatility of 1.57% compared to iShares CMBS ETF (CMBS) at 1.49%. This indicates that WCPNX's price experiences larger fluctuations and is considered to be riskier than CMBS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WCPNX | CMBS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.57% | 1.49% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 2.50% | 2.63% | -0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.20% | 3.92% | +0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.95% | 5.29% | -0.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.14% | 5.77% | -1.63% |