WEFIX vs. FTBFX

In the year-to-date period, WEFIX achieves a 2.12% return, which is significantly higher than FTBFX's 1.75% return. Over the past 10 years, WEFIX has outperformed FTBFX with an annualized return of 2.40%, while FTBFX has yielded a comparatively lower 2.03% annualized return.

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WEFIX has a 0.48% expense ratio, which is higher than FTBFX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Weitz Short Duration Income Fund (WEFIX) and Fidelity Total Bond Fund (FTBFX). 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.

The current WEFIX Sharpe Ratio is 3.00, which is higher than the FTBFX Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of WEFIX and FTBFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WEFIX's dividend yield for the trailing twelve months is around 4.63%, more than FTBFX's 4.51% yield.

The maximum WEFIX drawdown since its inception was -5.98%, smaller than the maximum FTBFX drawdown of -18.19%. Use the drawdown chart below to compare losses from any high point for WEFIX and FTBFX. For additional features, visit the drawdowns tool.

The current volatility for Weitz Short Duration Income Fund (WEFIX) is 0.59%, while Fidelity Total Bond Fund (FTBFX) has a volatility of 1.31%. This indicates that WEFIX experiences smaller price fluctuations and is considered to be less risky than FTBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.