WCPNX vs. NVG
Compare and contrast key facts about Weitz Core Plus Income Fund (WCPNX) and Nuveen AMT-Free Municipal Credit Income Fund (NVG).
WCPNX is managed by Weitz. It was launched on Jul 31, 2014.
Performance
WCPNX vs. NVG - Performance Comparison
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WCPNX vs. NVG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WCPNX Weitz Core Plus Income Fund | -0.37% | 7.89% | 4.10% | 7.00% | -9.92% | 1.60% | 10.18% | 7.39% | 1.49% | 2.83% |
NVG Nuveen AMT-Free Municipal Credit Income Fund | 0.47% | 11.61% | 10.79% | 1.94% | -28.47% | 12.14% | 6.40% | 25.63% | -4.03% | 13.19% |
Returns By Period
In the year-to-date period, WCPNX achieves a -0.37% return, which is significantly lower than NVG's 0.47% return. Over the past 10 years, WCPNX has underperformed NVG with an annualized return of 3.42%, while NVG has yielded a comparatively higher 3.91% annualized return.
WCPNX
- 1D
- 0.10%
- 1M
- -1.53%
- YTD
- -0.37%
- 6M
- 0.53%
- 1Y
- 3.90%
- 3Y*
- 5.06%
- 5Y*
- 1.95%
- 10Y*
- 3.42%
NVG
- 1D
- -0.16%
- 1M
- -4.28%
- YTD
- 0.47%
- 6M
- 4.79%
- 1Y
- 8.60%
- 3Y*
- 8.96%
- 5Y*
- -0.10%
- 10Y*
- 3.91%
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Return for Risk
WCPNX vs. NVG — Risk / Return Rank
WCPNX
NVG
WCPNX vs. NVG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Core Plus Income Fund (WCPNX) and Nuveen AMT-Free Municipal Credit Income Fund (NVG). 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 | NVG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.74 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.07 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.16 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 0.82 | +0.68 |
Martin ratioReturn relative to average drawdown | 4.19 | 2.66 | +1.53 |
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 | NVG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.74 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | -0.01 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.31 | +0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.39 | +0.45 |
Correlation
The correlation between WCPNX and NVG is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
WCPNX vs. NVG - Dividend Comparison
WCPNX's dividend yield for the trailing twelve months is around 4.47%, less than NVG's 7.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCPNX Weitz Core Plus Income Fund | 4.47% | 5.26% | 6.15% | 4.92% | 3.04% | 2.51% | 5.07% | 2.95% | 2.55% | 2.41% | 3.72% | 1.96% |
NVG Nuveen AMT-Free Municipal Credit Income Fund | 7.59% | 7.49% | 6.74% | 4.45% | 6.18% | 4.69% | 5.24% | 4.94% | 6.07% | 5.67% | 6.17% | 5.46% |
Drawdowns
WCPNX vs. NVG - Drawdown Comparison
The maximum WCPNX drawdown since its inception was -13.63%, smaller than the maximum NVG drawdown of -41.72%. Use the drawdown chart below to compare losses from any high point for WCPNX and NVG.
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Drawdown Indicators
| WCPNX | NVG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.63% | -41.72% | +28.09% |
Max Drawdown (1Y)Largest decline over 1 year | -2.74% | -10.44% | +7.70% |
Max Drawdown (5Y)Largest decline over 5 years | -13.63% | -40.58% | +26.95% |
Max Drawdown (10Y)Largest decline over 10 years | -13.63% | -40.58% | +26.95% |
Current DrawdownCurrent decline from peak | -2.03% | -9.41% | +7.38% |
Average DrawdownAverage peak-to-trough decline | -2.20% | -7.92% | +5.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 3.23% | -2.25% |
Volatility
WCPNX vs. NVG - Volatility Comparison
The current volatility for Weitz Core Plus Income Fund (WCPNX) is 1.58%, while Nuveen AMT-Free Municipal Credit Income Fund (NVG) has a volatility of 5.34%. This indicates that WCPNX experiences smaller price fluctuations and is considered to be less risky than NVG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WCPNX | NVG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.58% | 5.34% | -3.76% |
Volatility (6M)Calculated over the trailing 6-month period | 2.47% | 7.45% | -4.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.16% | 11.63% | -7.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.95% | 12.89% | -7.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.14% | 12.79% | -8.65% |