WCPNX vs. FTHRX
Compare and contrast key facts about Weitz Core Plus Income Fund (WCPNX) and Fidelity Intermediate Bond Fund (FTHRX).
WCPNX is managed by Weitz. It was launched on Jul 31, 2014. FTHRX is managed by Fidelity. It was launched on May 23, 1975.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WCPNX or FTHRX.
Performance
WCPNX vs. FTHRX - Performance Comparison
Returns By Period
In the year-to-date period, WCPNX achieves a 4.16% return, which is significantly higher than FTHRX's 3.61% return. Over the past 10 years, WCPNX has outperformed FTHRX with an annualized return of 2.67%, while FTHRX has yielded a comparatively lower 1.58% annualized return.
WCPNX
4.16%
0.51%
4.46%
7.95%
2.03%
2.67%
FTHRX
3.61%
0.10%
3.94%
6.43%
0.62%
1.58%
Key characteristics
| WCPNX | FTHRX | |
|---|---|---|
| Sharpe Ratio | 1.50 | 1.40 |
| Sortino Ratio | 2.27 | 2.17 |
| Omega Ratio | 1.27 | 1.27 |
| Calmar Ratio | 1.10 | 0.63 |
| Martin Ratio | 5.55 | 4.98 |
| Ulcer Index | 1.43% | 1.04% |
| Daily Std Dev | 5.32% | 3.73% |
| Max Drawdown | -13.87% | -13.96% |
| Current Drawdown | -2.35% | -3.32% |
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WCPNX vs. FTHRX - Expense Ratio Comparison
WCPNX has a 0.89% expense ratio, which is higher than FTHRX's 0.45% expense ratio.
Correlation
The correlation between WCPNX and FTHRX is 0.83, 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. FTHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Core Plus Income Fund (WCPNX) and Fidelity Intermediate Bond Fund (FTHRX). 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. FTHRX - Dividend Comparison
WCPNX's dividend yield for the trailing twelve months is around 5.21%, more than FTHRX's 3.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCPNX Weitz Core Plus Income Fund | 5.21% | 5.73% | 2.93% | 2.23% | 3.31% | 2.72% | 2.55% | 2.11% | 2.43% | 1.78% | 0.58% | 0.00% |
FTHRX Fidelity Intermediate Bond Fund | 3.50% | 2.94% | 2.04% | 1.60% | 2.19% | 2.50% | 2.47% | 2.20% | 2.21% | 2.58% | 2.35% | 2.21% |
Drawdowns
WCPNX vs. FTHRX - Drawdown Comparison
The maximum WCPNX drawdown since its inception was -13.87%, roughly equal to the maximum FTHRX drawdown of -13.96%. Use the drawdown chart below to compare losses from any high point for WCPNX and FTHRX. For additional features, visit the drawdowns tool.
Volatility
WCPNX vs. FTHRX - Volatility Comparison
Weitz Core Plus Income Fund (WCPNX) has a higher volatility of 1.56% compared to Fidelity Intermediate Bond Fund (FTHRX) at 1.01%. This indicates that WCPNX's price experiences larger fluctuations and is considered to be riskier than FTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.