WEFIX vs. VBISX
Compare and contrast key facts about Weitz Short Duration Income Fund (WEFIX) and Vanguard Short-Term Bond Index Fund (VBISX).
WEFIX is managed by Weitz. It was launched on Dec 23, 1988. VBISX is managed by Vanguard. It was launched on Mar 1, 1994.
Performance
WEFIX vs. VBISX - Performance Comparison
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WEFIX vs. VBISX - 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% |
VBISX Vanguard Short-Term Bond Index Fund | -0.34% | 5.67% | 3.66% | 4.54% | -5.61% | -1.35% | 4.63% | 4.78% | 1.27% | 1.10% |
Returns By Period
In the year-to-date period, WEFIX achieves a 0.14% return, which is significantly higher than VBISX's -0.34% return. Over the past 10 years, WEFIX has outperformed VBISX with an annualized return of 2.80%, while VBISX has yielded a comparatively lower 1.76% 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%
VBISX
- 1D
- 0.20%
- 1M
- -1.25%
- YTD
- -0.34%
- 6M
- 0.83%
- 1Y
- 3.56%
- 3Y*
- 3.85%
- 5Y*
- 1.39%
- 10Y*
- 1.76%
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WEFIX vs. VBISX - Expense Ratio Comparison
WEFIX has a 0.48% expense ratio, which is higher than VBISX's 0.15% expense ratio.
Return for Risk
WEFIX vs. VBISX — Risk / Return Rank
WEFIX
VBISX
WEFIX vs. VBISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Short Duration Income Fund (WEFIX) and Vanguard Short-Term Bond Index Fund (VBISX). 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 | VBISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.59 | 1.64 | +0.94 |
Sortino ratioReturn per unit of downside risk | 5.54 | 2.70 | +2.84 |
Omega ratioGain probability vs. loss probability | 1.77 | 1.33 | +0.44 |
Calmar ratioReturn relative to maximum drawdown | 5.11 | 2.72 | +2.40 |
Martin ratioReturn relative to average drawdown | 20.72 | 9.96 | +10.75 |
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 | VBISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.59 | 1.64 | +0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.64 | 0.48 | +1.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.68 | 0.74 | +0.94 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.62 | 1.34 | +0.28 |
Correlation
The correlation between WEFIX and VBISX is 0.72, 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. VBISX - Dividend Comparison
WEFIX's dividend yield for the trailing twelve months is around 4.19%, more than VBISX's 3.52% 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% |
VBISX Vanguard Short-Term Bond Index Fund | 3.52% | 3.44% | 3.29% | 2.10% | 1.38% | 1.16% | 1.72% | 2.16% | 1.92% | 1.58% | 1.42% | 1.34% |
Drawdowns
WEFIX vs. VBISX - Drawdown Comparison
The maximum WEFIX drawdown since its inception was -5.98%, smaller than the maximum VBISX drawdown of -8.79%. Use the drawdown chart below to compare losses from any high point for WEFIX and VBISX.
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Drawdown Indicators
| WEFIX | VBISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.98% | -8.79% | +2.81% |
Max Drawdown (1Y)Largest decline over 1 year | -0.91% | -1.54% | +0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -4.75% | -8.72% | +3.97% |
Max Drawdown (10Y)Largest decline over 10 years | -5.98% | -8.79% | +2.81% |
Current DrawdownCurrent decline from peak | -0.74% | -1.25% | +0.51% |
Average DrawdownAverage peak-to-trough decline | -0.60% | -0.87% | +0.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.22% | 0.42% | -0.20% |
Volatility
WEFIX vs. VBISX - Volatility Comparison
The current volatility for Weitz Short Duration Income Fund (WEFIX) is 0.43%, while Vanguard Short-Term Bond Index Fund (VBISX) has a volatility of 0.74%. This indicates that WEFIX experiences smaller price fluctuations and is considered to be less risky than VBISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WEFIX | VBISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.43% | 0.74% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 1.14% | 1.50% | -0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.79% | 2.44% | -0.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.86% | 2.91% | -1.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.67% | 2.37% | -0.70% |