WCPNX vs. WPVLX
Compare and contrast key facts about Weitz Core Plus Income Fund (WCPNX) and Weitz Partners Value Fund (WPVLX).
WCPNX is managed by Weitz. It was launched on Jul 31, 2014. WPVLX is managed by Weitz. It was launched on Jun 1, 1983.
Performance
WCPNX vs. WPVLX - Performance Comparison
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WCPNX vs. WPVLX - 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% |
WPVLX Weitz Partners Value Fund | -7.64% | 3.15% | 15.68% | 17.83% | -21.28% | 23.67% | 7.53% | 33.31% | -11.48% | 11.45% |
Returns By Period
In the year-to-date period, WCPNX achieves a -0.37% return, which is significantly higher than WPVLX's -7.64% return. Over the past 10 years, WCPNX has underperformed WPVLX with an annualized return of 3.42%, while WPVLX has yielded a comparatively higher 6.40% 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%
WPVLX
- 1D
- 0.72%
- 1M
- -5.60%
- YTD
- -7.64%
- 6M
- -8.83%
- 1Y
- -6.62%
- 3Y*
- 8.38%
- 5Y*
- 2.92%
- 10Y*
- 6.40%
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WCPNX vs. WPVLX - Expense Ratio Comparison
WCPNX has a 0.89% expense ratio, which is lower than WPVLX's 1.09% expense ratio.
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.
| WCPNX | WPVLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | -0.32 | +1.24 |
Sortino ratioReturn per unit of downside risk | 1.28 | -0.35 | +1.64 |
Omega ratioGain probability vs. loss probability | 1.16 | 0.96 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | -0.40 | +1.91 |
Martin ratioReturn relative to average drawdown | 4.19 | -1.24 | +5.43 |
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 | WPVLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | -0.32 | +1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.17 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.35 | +0.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.53 | +0.31 |
Correlation
The correlation between WCPNX and WPVLX is 0.04, 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. WPVLX - Dividend Comparison
WCPNX's dividend yield for the trailing twelve months is around 4.47%, less than WPVLX's 9.78% 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% |
WPVLX Weitz Partners Value Fund | 9.78% | 9.03% | 7.76% | 1.80% | 7.32% | 6.72% | 10.93% | 7.09% | 9.27% | 2.32% | 0.00% | 13.92% |
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.
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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 (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 | -2.03% | -10.47% | +8.44% |
Average DrawdownAverage peak-to-trough decline | -2.20% | -7.51% | +5.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 4.39% | -3.41% |
Volatility
WCPNX vs. WPVLX - Volatility Comparison
The current volatility for Weitz Core Plus Income Fund (WCPNX) is 1.58%, while Weitz Partners Value Fund (WPVLX) has a volatility of 5.17%. 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.
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Volatility by Period
| WCPNX | WPVLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.58% | 5.17% | -3.59% |
Volatility (6M)Calculated over the trailing 6-month period | 2.47% | 9.82% | -7.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.16% | 17.49% | -13.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.95% | 17.16% | -12.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.14% | 18.54% | -14.40% |