WCPNX vs. WNTFX
Compare and contrast key facts about Weitz Core Plus Income Fund (WCPNX) and Weitz Nebraska Tax-Free Income Fund (WNTFX).
WCPNX is managed by Weitz. It was launched on Jul 31, 2014. WNTFX is managed by Weitz. It was launched on Dec 28, 2006.
Performance
WCPNX vs. WNTFX - Performance Comparison
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WCPNX vs. WNTFX - 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% |
WNTFX Weitz Nebraska Tax-Free Income Fund | 0.67% | 4.56% | 1.19% | 3.79% | -4.84% | 0.35% | 3.64% | 4.05% | 0.67% | 1.61% |
Returns By Period
In the year-to-date period, WCPNX achieves a -0.37% return, which is significantly lower than WNTFX's 0.67% return. Over the past 10 years, WCPNX has outperformed WNTFX with an annualized return of 3.42%, while WNTFX has yielded a comparatively lower 1.41% 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%
WNTFX
- 1D
- 0.00%
- 1M
- -0.25%
- YTD
- 0.67%
- 6M
- 1.64%
- 1Y
- 4.51%
- 3Y*
- 2.84%
- 5Y*
- 1.18%
- 10Y*
- 1.41%
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WCPNX vs. WNTFX - Expense Ratio Comparison
WCPNX has a 0.89% expense ratio, which is higher than WNTFX's 0.45% expense ratio.
Return for Risk
WCPNX vs. WNTFX — Risk / Return Rank
WCPNX
WNTFX
WCPNX vs. WNTFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Core Plus Income Fund (WCPNX) and Weitz Nebraska Tax-Free Income Fund (WNTFX). 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 | WNTFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.94 | -1.02 |
Sortino ratioReturn per unit of downside risk | 1.28 | 2.57 | -1.28 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.77 | -0.61 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 1.69 | -0.19 |
Martin ratioReturn relative to average drawdown | 4.19 | 8.76 | -4.57 |
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 | WNTFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.94 | -1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.48 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.56 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.95 | -0.10 |
Correlation
The correlation between WCPNX and WNTFX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WCPNX vs. WNTFX - Dividend Comparison
WCPNX's dividend yield for the trailing twelve months is around 4.47%, more than WNTFX's 2.55% 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% |
WNTFX Weitz Nebraska Tax-Free Income Fund | 2.55% | 2.27% | 2.03% | 2.02% | 1.97% | 1.14% | 1.60% | 1.24% | 1.48% | 1.41% | 1.72% | 1.95% |
Drawdowns
WCPNX vs. WNTFX - Drawdown Comparison
The maximum WCPNX drawdown since its inception was -13.63%, which is greater than WNTFX's maximum drawdown of -8.72%. Use the drawdown chart below to compare losses from any high point for WCPNX and WNTFX.
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Drawdown Indicators
| WCPNX | WNTFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.63% | -8.72% | -4.91% |
Max Drawdown (1Y)Largest decline over 1 year | -2.74% | -3.00% | +0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -13.63% | -8.72% | -4.91% |
Max Drawdown (10Y)Largest decline over 10 years | -13.63% | -8.72% | -4.91% |
Current DrawdownCurrent decline from peak | -2.03% | -0.25% | -1.78% |
Average DrawdownAverage peak-to-trough decline | -2.20% | -1.03% | -1.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 0.58% | +0.40% |
Volatility
WCPNX vs. WNTFX - Volatility Comparison
Weitz Core Plus Income Fund (WCPNX) has a higher volatility of 1.58% compared to Weitz Nebraska Tax-Free Income Fund (WNTFX) at 0.25%. This indicates that WCPNX's price experiences larger fluctuations and is considered to be riskier than WNTFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WCPNX | WNTFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.58% | 0.25% | +1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 2.47% | 0.60% | +1.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.16% | 2.74% | +1.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.95% | 2.47% | +2.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.14% | 2.51% | +1.63% |