WCPNX vs. WPVLX
WCPNX (Weitz Core Plus Income Fund) and WPVLX (Weitz Partners Value Fund) are both mutual funds - WCPNX is a Intermediate Core-Plus Bond fund managed by Weitz, while WPVLX is a Large Cap Blend Equities fund managed by Weitz. Over the past 10 years, WCPNX returned 3.22%/yr vs 7.26%/yr for WPVLX. At a 0.06 correlation, their price movements are largely independent. WCPNX charges 0.89%/yr vs 1.09%/yr for WPVLX.
Performance
WCPNX vs. WPVLX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WCPNX achieves a 1.11% return, which is significantly higher than WPVLX's -3.08% return. Over the past 10 years, WCPNX has underperformed WPVLX with an annualized return of 3.22%, while WPVLX has yielded a comparatively higher 7.26% annualized return.
WCPNX
- 1D
- 0.42%
- 1M
- 1.05%
- YTD
- 1.11%
- 6M
- 1.42%
- 1Y
- 5.20%
- 3Y*
- 5.54%
- 5Y*
- 1.93%
- 10Y*
- 3.22%
WPVLX
- 1D
- 1.09%
- 1M
- 1.27%
- YTD
- -3.08%
- 6M
- -4.31%
- 1Y
- -2.72%
- 3Y*
- 8.20%
- 5Y*
- 2.37%
- 10Y*
- 7.26%
WCPNX vs. WPVLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WCPNX Weitz Core Plus Income Fund | 1.11% | 7.89% | 4.10% | 7.00% | -9.92% | 1.60% | 10.18% | 7.39% | 1.49% | 2.83% |
WPVLX Weitz Partners Value Fund | -3.08% | 3.15% | 15.68% | 17.83% | -21.28% | 23.67% | 7.53% | 33.31% | -11.48% | 11.45% |
Correlation
The correlation between WCPNX and WPVLX is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.06 |
Correlation (All Time) Calculated using the full available price history since Aug 1, 2014 | 0.06 |
Over the past year, WCPNX and WPVLX have become more correlated (0.38) than their long-term average of 0.06, meaning their price movements have been converging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WCPNX vs. WPVLX — Risk / Return Rank
WCPNX
WPVLX
WCPNX vs. WPVLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Core Plus Income Fund (WCPNX) and Weitz Partners Value Fund (WPVLX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WCPNX | WPVLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.68 | ||
| Sortino ratioReturn per unit of downside risk | +2.40 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 0.97 | +0.29 |
| Calmar ratioReturn relative to maximum drawdown | 1.94 | -0.26 | +2.20 |
| Martin ratioReturn relative to average drawdown | 5.87 | -0.68 | +6.54 |
Loading charts...
Drawdowns
WCPNX vs. WPVLX - Drawdown Comparison
The maximum WCPNX drawdown since its inception was -13.63%, smaller than the maximum WPVLX drawdown of -59.01%. Use the drawdown chart below to compare losses from any high point for WCPNX and WPVLX.
Loading charts...
Drawdown Indicators
| WCPNX | WPVLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.63% | -59.01% | +45.38% |
Max Drawdown (1Y)Largest decline over 1 year | -2.74% | -13.44% | +10.70% |
Max Drawdown (3Y)Largest decline over 3 years | -5.17% | -14.73% | +9.56% |
Max Drawdown (5Y)Largest decline over 5 years | -13.63% | -28.45% | +14.82% |
Max Drawdown (10Y)Largest decline over 10 years | -13.63% | -39.62% | +25.99% |
Current DrawdownCurrent decline from peak | -0.58% | -6.05% | +5.47% |
Average DrawdownAverage peak-to-trough decline | -2.18% | -7.51% | +5.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 5.19% | -4.28% |
Volatility
WCPNX vs. WPVLX - Volatility Comparison
The current volatility for Weitz Core Plus Income Fund (WCPNX) is 1.16%, while Weitz Partners Value Fund (WPVLX) has a volatility of 4.49%. This indicates that WCPNX experiences smaller price fluctuations and is considered to be less risky than WPVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WCPNX | WPVLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.16% | 4.49% | -3.33% |
Volatility (6M)Calculated over the trailing 6-month period | 2.89% | 10.24% | -7.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.76% | 13.39% | -9.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.01% | 17.24% | -12.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.18% | 18.54% | -14.36% |
WCPNX vs. WPVLX - Expense Ratio Comparison
WCPNX has a 0.89% expense ratio, which is lower than WPVLX's 1.09% expense ratio.
Dividends
WCPNX vs. WPVLX - Dividend Comparison
WCPNX's dividend yield for the trailing twelve months is around 4.87%, less than WPVLX's 9.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCPNX Weitz Core Plus Income Fund | 4.87% | 5.26% | 6.15% | 4.92% | 3.04% | 2.51% | 5.07% | 2.95% | 2.55% | 2.41% | 3.72% | 1.96% |
WPVLX Weitz Partners Value Fund | 9.32% | 9.03% | 7.76% | 1.80% | 7.32% | 6.72% | 10.93% | 7.09% | 9.27% | 2.32% | 0.00% | 13.92% |
Frequently Asked Questions
WCPNX and WPVLX have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WPVLX has higher volatility (4.49%) compared to WCPNX (1.16%). In terms of maximum drawdown, WCPNX dropped -13.63% vs WPVLX's -59.01%.
WCPNX currently has the higher Sharpe Ratio (1.42 vs -0.26), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for WCPNX and WPVLX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer