WCPNX vs. FBND

In the year-to-date period, WCPNX achieves a 2.47% return, which is significantly higher than FBND's 2.24% return. Over the past 10 years, WCPNX has outperformed FBND with an annualized return of 2.71%, while FBND has yielded a comparatively lower 2.25% annualized return.

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WCPNX has a 0.89% expense ratio, which is higher than FBND's 0.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Weitz Core Plus Income Fund (WCPNX) and Fidelity Total Bond ETF (FBND). 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 FBND Sharpe Ratio of 1.05. The chart below compares the historical Sharpe Ratios of WCPNX and FBND, 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 FBND's 4.66% yield.

The maximum WCPNX drawdown since its inception was -13.87%, smaller than the maximum FBND drawdown of -17.25%. Use the drawdown chart below to compare losses from any high point for WCPNX and FBND. For additional features, visit the drawdowns tool.