WEFIX vs. FTBFX
Compare and contrast key facts about Weitz Short Duration Income Fund (WEFIX) and Fidelity Total Bond Fund (FTBFX).
WEFIX is managed by Weitz. It was launched on Dec 23, 1988. FTBFX is managed by Fidelity. It was launched on Oct 15, 2002.
Performance
WEFIX vs. FTBFX - Performance Comparison
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WEFIX vs. FTBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WEFIX Weitz Short Duration Income Fund | 0.14% | 5.64% | 6.12% | 5.90% | -2.72% | 1.04% | 3.34% | 4.23% | 1.34% | 1.54% |
FTBFX Fidelity Total Bond Fund | -0.49% | 7.50% | 2.50% | 7.25% | -13.58% | -0.44% | 9.34% | 9.89% | -0.66% | 4.19% |
Returns By Period
In the year-to-date period, WEFIX achieves a 0.14% return, which is significantly higher than FTBFX's -0.49% return. Over the past 10 years, WEFIX has outperformed FTBFX with an annualized return of 2.80%, while FTBFX has yielded a comparatively lower 2.58% annualized return.
WEFIX
- 1D
- 0.08%
- 1M
- -0.74%
- YTD
- 0.14%
- 6M
- 1.29%
- 1Y
- 4.10%
- 3Y*
- 5.25%
- 5Y*
- 3.03%
- 10Y*
- 2.80%
FTBFX
- 1D
- 0.42%
- 1M
- -2.35%
- YTD
- -0.49%
- 6M
- 0.46%
- 1Y
- 4.07%
- 3Y*
- 4.43%
- 5Y*
- 0.85%
- 10Y*
- 2.58%
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WEFIX vs. FTBFX - Expense Ratio Comparison
WEFIX has a 0.48% expense ratio, which is higher than FTBFX's 0.45% expense ratio.
Return for Risk
WEFIX vs. FTBFX — Risk / Return Rank
WEFIX
FTBFX
WEFIX vs. FTBFX - Risk-Adjusted Trends Comparison
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.
| WEFIX | FTBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.59 | 1.10 | +1.49 |
Sortino ratioReturn per unit of downside risk | 5.54 | 1.57 | +3.97 |
Omega ratioGain probability vs. loss probability | 1.77 | 1.20 | +0.57 |
Calmar ratioReturn relative to maximum drawdown | 5.11 | 1.86 | +3.25 |
Martin ratioReturn relative to average drawdown | 20.72 | 5.73 | +14.99 |
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
| WEFIX | FTBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.59 | 1.10 | +1.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.64 | 0.15 | +1.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.68 | 0.55 | +1.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.62 | 0.93 | +0.70 |
Correlation
The correlation between WEFIX and FTBFX is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WEFIX vs. FTBFX - Dividend Comparison
WEFIX's dividend yield for the trailing twelve months is around 4.19%, more than FTBFX's 4.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WEFIX Weitz Short Duration Income Fund | 4.19% | 4.55% | 5.07% | 3.73% | 2.54% | 1.87% | 2.54% | 2.49% | 2.41% | 2.11% | 2.43% | 2.39% |
FTBFX Fidelity Total Bond Fund | 4.02% | 4.36% | 4.51% | 4.15% | 2.54% | 1.89% | 5.22% | 3.03% | 3.19% | 2.97% | 3.61% | 3.30% |
Drawdowns
WEFIX vs. FTBFX - Drawdown Comparison
The maximum WEFIX drawdown since its inception was -5.98%, smaller than the maximum FTBFX drawdown of -18.25%. Use the drawdown chart below to compare losses from any high point for WEFIX and FTBFX.
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Drawdown Indicators
| WEFIX | FTBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.98% | -18.25% | +12.27% |
Max Drawdown (1Y)Largest decline over 1 year | -0.91% | -2.81% | +1.90% |
Max Drawdown (5Y)Largest decline over 5 years | -4.75% | -18.25% | +13.50% |
Max Drawdown (10Y)Largest decline over 10 years | -5.98% | -18.25% | +12.27% |
Current DrawdownCurrent decline from peak | -0.74% | -2.35% | +1.61% |
Average DrawdownAverage peak-to-trough decline | -0.60% | -2.31% | +1.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.22% | 0.91% | -0.69% |
Volatility
WEFIX vs. FTBFX - Volatility Comparison
The current volatility for Weitz Short Duration Income Fund (WEFIX) is 0.43%, while Fidelity Total Bond Fund (FTBFX) has a volatility of 1.48%. 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.
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Volatility by Period
| WEFIX | FTBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.43% | 1.48% | -1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 1.14% | 2.46% | -1.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.79% | 4.30% | -2.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.86% | 5.62% | -3.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.67% | 4.70% | -3.03% |