WCPNX vs. CMBS

In the year-to-date period, WCPNX achieves a 2.47% return, which is significantly lower than CMBS's 3.02% return. Over the past 10 years, WCPNX has outperformed CMBS with an annualized return of 2.71%, while CMBS has yielded a comparatively lower 2.01% annualized return.

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WCPNX has a 0.89% expense ratio, which is higher than CMBS's 0.25% expense ratio.

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.

The current WCPNX Sharpe Ratio is 1.13, which is comparable to the CMBS Sharpe Ratio of 1.50. The chart below compares the historical Sharpe Ratios of WCPNX and CMBS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WCPNX's dividend yield for the trailing twelve months is around 5.08%, more than CMBS's 3.36% yield.

The maximum WCPNX drawdown since its inception was -13.87%, smaller than the maximum CMBS drawdown of -16.07%. Use the drawdown chart below to compare losses from any high point for WCPNX and CMBS. For additional features, visit the drawdowns tool.