WCPNX vs. NEFRX
Compare and contrast key facts about Weitz Core Plus Income Fund (WCPNX) and Loomis Sayles Core Plus Bond Fund (NEFRX).
WCPNX is managed by Weitz. It was launched on Jul 31, 2014. NEFRX is managed by Natixis Funds. It was launched on Nov 7, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WCPNX or NEFRX.
Correlation
The correlation between WCPNX and NEFRX is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
WCPNX vs. NEFRX - Performance Comparison
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Key characteristics
WCPNX:
1.13
NEFRX:
0.78
WCPNX:
1.69
NEFRX:
1.15
WCPNX:
1.20
NEFRX:
1.14
WCPNX:
1.20
NEFRX:
0.33
WCPNX:
3.34
NEFRX:
1.79
WCPNX:
1.71%
NEFRX:
2.40%
WCPNX:
5.11%
NEFRX:
5.50%
WCPNX:
-13.87%
NEFRX:
-20.25%
WCPNX:
-1.44%
NEFRX:
-8.63%
Returns By Period
In the year-to-date period, WCPNX achieves a 2.47% return, which is significantly higher than NEFRX's 2.23% return. Over the past 10 years, WCPNX has outperformed NEFRX with an annualized return of 2.71%, while NEFRX has yielded a comparatively lower 1.56% annualized return.
WCPNX
2.47%
0.31%
1.50%
5.72%
2.26%
2.71%
NEFRX
2.23%
0.61%
0.81%
4.29%
-0.64%
1.56%
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WCPNX vs. NEFRX - Expense Ratio Comparison
WCPNX has a 0.89% expense ratio, which is higher than NEFRX's 0.71% expense ratio.
Risk-Adjusted Performance
WCPNX vs. NEFRX — Risk-Adjusted Performance Rank
WCPNX
NEFRX
WCPNX vs. NEFRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Core Plus Income Fund (WCPNX) and Loomis Sayles Core Plus Bond Fund (NEFRX). 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.
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Dividends
WCPNX vs. NEFRX - Dividend Comparison
WCPNX's dividend yield for the trailing twelve months is around 5.08%, more than NEFRX's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCPNX Weitz Core Plus Income Fund | 5.08% | 5.26% | 5.73% | 2.93% | 2.23% | 3.31% | 2.72% | 2.55% | 2.11% | 2.43% | 1.78% | 0.58% |
NEFRX Loomis Sayles Core Plus Bond Fund | 3.97% | 3.92% | 3.59% | 3.09% | 2.14% | 2.04% | 2.52% | 2.88% | 2.68% | 3.18% | 2.59% | 3.26% |
Drawdowns
WCPNX vs. NEFRX - Drawdown Comparison
The maximum WCPNX drawdown since its inception was -13.87%, smaller than the maximum NEFRX drawdown of -20.25%. Use the drawdown chart below to compare losses from any high point for WCPNX and NEFRX. For additional features, visit the drawdowns tool.
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Volatility
WCPNX vs. NEFRX - Volatility Comparison
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