WPVLX vs. NYVTX
WPVLX (Weitz Partners Value Fund) and NYVTX (Davis New York Venture Fund) are both Large Cap Blend Equities funds. Over the past 10 years, WPVLX returned 7.30%/yr vs 13.17%/yr for NYVTX. Their 0.72 correlation means they have sometimes moved together and sometimes differently. WPVLX charges 1.09%/yr vs 0.89%/yr for NYVTX.
Performance
WPVLX vs. NYVTX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WPVLX achieves a 2.43% return, which is significantly lower than NYVTX's 15.07% return. Over the past 10 years, WPVLX has underperformed NYVTX with an annualized return of 7.30%, while NYVTX has yielded a comparatively higher 13.17% annualized return.
WPVLX
- 1D
- 1.33%
- 1M
- 0.84%
- 6M
- 2.29%
- YTD
- 2.43%
- 1Y
- 4.17%
- 3Y*
- 8.52%
- 5Y*
- 3.34%
- 10Y*
- 7.30%
- ALL TIME*
- 8.69%
NYVTX
- 1D
- 1.00%
- 1M
- 3.34%
- 6M
- 10.16%
- YTD
- 15.07%
- 1Y
- 33.03%
- 3Y*
- 21.85%
- 5Y*
- 12.38%
- 10Y*
- 13.17%
- ALL TIME*
- 9.90%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
WPVLX vs. NYVTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WPVLX Weitz Partners Value Fund | 2.43% | 3.15% | 15.68% | 17.83% | -21.28% | 23.67% | 7.53% | 33.31% | -11.48% | 11.45% |
NYVTX Davis New York Venture Fund | 15.07% | 26.83% | 17.27% | 30.14% | -17.54% | 12.47% | 11.42% | 30.99% | -12.99% | 22.18% |
Correlation
The correlation between WPVLX and NYVTX is 0.65, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.65 |
Correlation (3Y) Balances recent behavior with more history. | 0.74 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.81 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.83 |
Correlation (All Time) Calculated using the full available price history since May 31, 1983 | 0.72 |
The correlation between WPVLX and NYVTX shifts across timeframes, from 0.65 (1 year) to 0.83 (10 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WPVLX vs. NYVTX — Risk / Return Rank
WPVLX
NYVTX
WPVLX vs. NYVTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Partners Value Fund (WPVLX) and Davis New York Venture Fund (NYVTX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WPVLX | NYVTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.39 | ||
| Sortino ratioReturn per unit of downside risk | -3.10 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.49 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | 0.42 | 4.34 | -3.91 |
| Martin ratioReturn relative to average drawdown | 1.12 | 17.16 | -16.04 |
Loading charts...
Drawdowns
WPVLX vs. NYVTX - Drawdown Comparison
The maximum WPVLX drawdown since its inception was -59.01%, roughly equal to the maximum NYVTX drawdown of -58.56%. Use the drawdown chart below to compare losses from any high point for WPVLX and NYVTX.
Loading charts...
Drawdown Indicators
| WPVLX | NYVTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.01% | -58.56% | -0.45% |
Max Drawdown (1Y)Largest decline over 1 year | -13.44% | -8.01% | -5.43% |
Max Drawdown (3Y)Largest decline over 3 years | -14.73% | -21.77% | +7.04% |
Max Drawdown (5Y)Largest decline over 5 years | -28.45% | -30.49% | +2.04% |
Max Drawdown (10Y)Largest decline over 10 years | -39.62% | -36.98% | -2.64% |
Current DrawdownCurrent decline from peak | -0.71% | 0.00% | -0.71% |
Average DrawdownAverage peak-to-trough decline | -7.50% | -10.14% | +2.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.08% | 2.02% | +3.06% |
Volatility
WPVLX vs. NYVTX - Volatility Comparison
Weitz Partners Value Fund (WPVLX) has a higher volatility of 4.82% compared to Davis New York Venture Fund (NYVTX) at 2.94%. This indicates that WPVLX's price experiences larger fluctuations and is considered to be riskier than NYVTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WPVLX | NYVTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 2.94% | +1.88% |
Volatility (6M)Calculated over the trailing 6-month period | 10.78% | 8.86% | +1.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.86% | 12.40% | +1.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.30% | 19.64% | -2.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.56% | 19.95% | -1.39% |
WPVLX vs. NYVTX - Expense Ratio Comparison
WPVLX has a 1.09% expense ratio, which is higher than NYVTX's 0.89% expense ratio.
Dividends
WPVLX vs. NYVTX - Dividend Comparison
WPVLX's dividend yield for the trailing twelve months is around 8.82%, less than NYVTX's 9.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NYVTX Davis New York Venture Fund | 9.45% | 11.46% | 21.31% | 7.92% | 7.48% | 21.93% | 5.88% | 7.54% | 24.08% | 8.32% | 12.85% | 22.97% |
WPVLX Weitz Partners Value Fund | 8.82% | 9.03% | 7.76% | 1.80% | 7.32% | 6.72% | 10.93% | 7.09% | 9.27% | 2.32% | 0.00% | 13.92% |
Frequently Asked Questions
WPVLX and NYVTX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WPVLX has higher volatility (4.82%) compared to NYVTX (2.94%). In terms of maximum drawdown, WPVLX dropped -59.01% vs NYVTX's -58.56%.
NYVTX currently has the higher Sharpe Ratio (2.81 vs 0.41), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for WPVLX and NYVTX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer