WEFIX vs. WPVLX
Compare and contrast key facts about Weitz Short Duration Income Fund (WEFIX) and Weitz Partners Value Fund (WPVLX).
WEFIX is managed by Weitz. It was launched on Dec 23, 1988. WPVLX is managed by Weitz. It was launched on Jun 1, 1983.
Performance
WEFIX vs. WPVLX - Performance Comparison
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WEFIX vs. WPVLX - 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% |
WPVLX Weitz Partners Value Fund | -10.30% | 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, WEFIX achieves a 0.14% return, which is significantly higher than WPVLX's -10.30% return. Over the past 10 years, WEFIX has underperformed WPVLX with an annualized return of 2.80%, while WPVLX has yielded a comparatively higher 6.09% 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%
WPVLX
- 1D
- 0.66%
- 1M
- -9.11%
- YTD
- -10.30%
- 6M
- -11.56%
- 1Y
- -8.16%
- 3Y*
- 7.33%
- 5Y*
- 2.53%
- 10Y*
- 6.09%
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WEFIX vs. WPVLX - Expense Ratio Comparison
WEFIX has a 0.48% expense ratio, which is lower than WPVLX's 1.09% expense ratio.
Return for Risk
WEFIX vs. WPVLX — Risk / Return Rank
WEFIX
WPVLX
WEFIX vs. WPVLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Short Duration Income Fund (WEFIX) 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.
| WEFIX | WPVLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.59 | -0.44 | +3.02 |
Sortino ratioReturn per unit of downside risk | 5.54 | -0.52 | +6.06 |
Omega ratioGain probability vs. loss probability | 1.77 | 0.93 | +0.84 |
Calmar ratioReturn relative to maximum drawdown | 5.11 | -0.70 | +5.81 |
Martin ratioReturn relative to average drawdown | 20.72 | -2.20 | +22.92 |
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 | WPVLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.59 | -0.44 | +3.02 |
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 | 0.33 | +1.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.62 | 0.53 | +1.09 |
Correlation
The correlation between WEFIX and WPVLX is 0.06, 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
WEFIX vs. WPVLX - Dividend Comparison
WEFIX's dividend yield for the trailing twelve months is around 4.19%, less than WPVLX's 10.07% 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% |
WPVLX Weitz Partners Value Fund | 10.07% | 9.03% | 7.76% | 1.80% | 7.32% | 6.72% | 10.93% | 7.09% | 9.27% | 2.32% | 0.00% | 13.92% |
Drawdowns
WEFIX vs. WPVLX - Drawdown Comparison
The maximum WEFIX drawdown since its inception was -5.98%, smaller than the maximum WPVLX drawdown of -59.01%. Use the drawdown chart below to compare losses from any high point for WEFIX and WPVLX.
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Drawdown Indicators
| WEFIX | WPVLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.98% | -59.01% | +53.03% |
Max Drawdown (1Y)Largest decline over 1 year | -0.91% | -13.44% | +12.53% |
Max Drawdown (5Y)Largest decline over 5 years | -4.75% | -28.45% | +23.70% |
Max Drawdown (10Y)Largest decline over 10 years | -5.98% | -39.62% | +33.64% |
Current DrawdownCurrent decline from peak | -0.74% | -13.04% | +12.30% |
Average DrawdownAverage peak-to-trough decline | -0.60% | -7.51% | +6.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.22% | 4.28% | -4.06% |
Volatility
WEFIX vs. WPVLX - Volatility Comparison
The current volatility for Weitz Short Duration Income Fund (WEFIX) is 0.43%, while Weitz Partners Value Fund (WPVLX) has a volatility of 4.32%. This indicates that WEFIX 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
| WEFIX | WPVLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.43% | 4.32% | -3.89% |
Volatility (6M)Calculated over the trailing 6-month period | 1.14% | 9.57% | -8.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.79% | 17.38% | -15.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.86% | 17.14% | -15.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.67% | 18.52% | -16.85% |