WPOPX vs. BDMIX
Compare and contrast key facts about Weitz Partners III Opportunity Fund (WPOPX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX).
WPOPX is managed by Weitz. It was launched on Dec 29, 2005. BDMIX is managed by BlackRock. It was launched on Dec 20, 2012.
Performance
WPOPX vs. BDMIX - Performance Comparison
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WPOPX vs. BDMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WPOPX Weitz Partners III Opportunity Fund | -7.95% | 3.23% | 16.32% | 17.35% | -22.53% | 12.55% | 9.45% | 34.24% | -5.26% | 5.48% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 4.32% | 18.30% | 21.39% | 14.55% | 1.80% | 3.34% | 0.29% | -0.85% | 2.20% | 12.85% |
Returns By Period
In the year-to-date period, WPOPX achieves a -7.95% return, which is significantly lower than BDMIX's 4.32% return. Over the past 10 years, WPOPX has underperformed BDMIX with an annualized return of 5.60%, while BDMIX has yielded a comparatively higher 7.29% annualized return.
WPOPX
- 1D
- 1.79%
- 1M
- -4.72%
- YTD
- -7.95%
- 6M
- -8.44%
- 1Y
- -4.41%
- 3Y*
- 7.97%
- 5Y*
- 0.87%
- 10Y*
- 5.60%
BDMIX
- 1D
- 0.73%
- 1M
- 1.60%
- YTD
- 4.32%
- 6M
- 8.75%
- 1Y
- 17.17%
- 3Y*
- 18.86%
- 5Y*
- 11.38%
- 10Y*
- 7.29%
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WPOPX vs. BDMIX - Expense Ratio Comparison
WPOPX has a 1.43% expense ratio, which is lower than BDMIX's 1.57% expense ratio.
Return for Risk
WPOPX vs. BDMIX — Risk / Return Rank
WPOPX
BDMIX
WPOPX vs. BDMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Partners III Opportunity Fund (WPOPX) and BlackRock Global Long/Short Equity Fund Class I (BDMIX). 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.
| WPOPX | BDMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.27 | 2.55 | -2.82 |
Sortino ratioReturn per unit of downside risk | -0.28 | 3.73 | -4.01 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.48 | -0.51 |
Calmar ratioReturn relative to maximum drawdown | -0.52 | 5.14 | -5.65 |
Martin ratioReturn relative to average drawdown | -1.62 | 14.25 | -15.88 |
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
| WPOPX | BDMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.27 | 2.55 | -2.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 1.76 | -1.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 1.27 | -0.91 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 1.15 | -0.76 |
Correlation
The correlation between WPOPX and BDMIX 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
WPOPX vs. BDMIX - Dividend Comparison
WPOPX's dividend yield for the trailing twelve months is around 6.11%, less than BDMIX's 8.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPOPX Weitz Partners III Opportunity Fund | 6.11% | 5.62% | 7.04% | 6.85% | 8.47% | 11.86% | 12.50% | 6.51% | 7.99% | 4.65% | 1.35% | 13.50% |
BDMIX BlackRock Global Long/Short Equity Fund Class I | 8.56% | 8.94% | 13.26% | 7.42% | 0.00% | 1.23% | 0.30% | 6.78% | 0.94% | 0.00% | 0.00% | 1.86% |
Drawdowns
WPOPX vs. BDMIX - Drawdown Comparison
The maximum WPOPX drawdown since its inception was -55.70%, which is greater than BDMIX's maximum drawdown of -11.89%. Use the drawdown chart below to compare losses from any high point for WPOPX and BDMIX.
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Drawdown Indicators
| WPOPX | BDMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.70% | -11.89% | -43.81% |
Max Drawdown (1Y)Largest decline over 1 year | -12.44% | -3.60% | -8.84% |
Max Drawdown (5Y)Largest decline over 5 years | -28.73% | -7.45% | -21.28% |
Max Drawdown (10Y)Largest decline over 10 years | -28.73% | -9.44% | -19.29% |
Current DrawdownCurrent decline from peak | -10.11% | -0.13% | -9.98% |
Average DrawdownAverage peak-to-trough decline | -8.37% | -2.71% | -5.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.99% | 1.30% | +2.69% |
Volatility
WPOPX vs. BDMIX - Volatility Comparison
Weitz Partners III Opportunity Fund (WPOPX) has a higher volatility of 4.75% compared to BlackRock Global Long/Short Equity Fund Class I (BDMIX) at 1.72%. This indicates that WPOPX's price experiences larger fluctuations and is considered to be riskier than BDMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WPOPX | BDMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.75% | 1.72% | +3.03% |
Volatility (6M)Calculated over the trailing 6-month period | 9.00% | 4.78% | +4.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.15% | 6.93% | +10.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.83% | 6.51% | +9.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.94% | 5.77% | +10.17% |