WPVLX vs. WCPNX
WPVLX (Weitz Partners Value Fund) and WCPNX (Weitz Core Plus Income Fund) are both mutual funds - WPVLX is a Large Cap Blend Equities fund managed by Weitz, while WCPNX is a Intermediate Core-Plus Bond fund managed by Weitz. Over the past 10 years, WPVLX returned 7.14%/yr vs 2.99%/yr for WCPNX. Their 0.06 correlation means their historical movements had little consistent relationship. WPVLX charges 1.09%/yr vs 0.89%/yr for WCPNX.
Performance
WPVLX vs. WCPNX - Performance Comparison
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Returns By Period
In the year-to-date period, WPVLX achieves a 1.08% return, which is significantly higher than WCPNX's -0.36% return. Over the past 10 years, WPVLX has outperformed WCPNX with an annualized return of 7.14%, while WCPNX has yielded a comparatively lower 2.99% annualized return.
WPVLX
- 1D
- -0.52%
- 1M
- -0.48%
- 6M
- -0.58%
- YTD
- 1.08%
- 1Y
- 4.30%
- 3Y*
- 7.78%
- 5Y*
- 3.00%
- 10Y*
- 7.14%
- ALL TIME*
- 8.66%
WCPNX
- 1D
- -0.32%
- 1M
- -1.35%
- 6M
- -0.56%
- YTD
- -0.36%
- 1Y
- 2.40%
- 3Y*
- 5.09%
- 5Y*
- 1.40%
- 10Y*
- 2.99%
- ALL TIME*
- 3.23%
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. WCPNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WPVLX Weitz Partners Value Fund | 1.08% | 3.15% | 15.68% | 17.83% | -21.28% | 23.67% | 7.53% | 33.31% | -11.48% | 11.45% |
WCPNX Weitz Core Plus Income Fund | -0.36% | 7.89% | 4.10% | 7.00% | -9.92% | 1.60% | 10.18% | 7.39% | 1.49% | 2.83% |
Correlation
The correlation between WPVLX and WCPNX is 0.42, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.42 |
Correlation (3Y) Balances recent behavior with more history. | 0.28 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.21 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.07 |
Correlation (All Time) Calculated using the full available price history since Aug 1, 2014 | 0.06 |
Over the past year, WPVLX and WCPNX have become more correlated (0.42) than their long-term average of 0.06, meaning their price movements have been converging.
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Return for Risk
WPVLX vs. WCPNX — Risk / Return Rank
WPVLX
WCPNX
WPVLX vs. WCPNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Partners Value Fund (WPVLX) and Weitz Core Plus Income Fund (WCPNX). 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 | WCPNX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.60 | ||
| Sortino ratioReturn per unit of downside risk | -0.78 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.15 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.24 | 1.11 | -0.87 |
| Martin ratioReturn relative to average drawdown | 0.64 | 3.14 | -2.50 |
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Drawdowns
WPVLX vs. WCPNX - Drawdown Comparison
The maximum WPVLX drawdown since its inception was -59.01%, which is greater than WCPNX's maximum drawdown of -13.63%. Use the drawdown chart below to compare losses from any high point for WPVLX and WCPNX.
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Drawdown Indicators
| WPVLX | WCPNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.01% | -13.63% | -45.38% |
Max Drawdown (1Y)Largest decline over 1 year | -13.44% | -2.74% | -10.70% |
Max Drawdown (3Y)Largest decline over 3 years | -14.73% | -4.51% | -10.22% |
Max Drawdown (5Y)Largest decline over 5 years | -28.45% | -13.63% | -14.82% |
Max Drawdown (10Y)Largest decline over 10 years | -39.62% | -13.63% | -25.99% |
Current DrawdownCurrent decline from peak | -2.01% | -2.03% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -7.50% | -2.17% | -5.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.08% | 0.97% | +4.11% |
Volatility
WPVLX vs. WCPNX - Volatility Comparison
Weitz Partners Value Fund (WPVLX) has a higher volatility of 4.80% compared to Weitz Core Plus Income Fund (WCPNX) at 0.98%. This indicates that WPVLX's price experiences larger fluctuations and is considered to be riskier than WCPNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WPVLX | WCPNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 0.98% | +3.82% |
Volatility (6M)Calculated over the trailing 6-month period | 10.70% | 2.97% | +7.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.84% | 3.70% | +10.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.28% | 5.02% | +12.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.55% | 4.19% | +14.36% |
WPVLX vs. WCPNX - Expense Ratio Comparison
WPVLX has a 1.09% expense ratio, which is higher than WCPNX's 0.89% expense ratio.
Dividends
WPVLX vs. WCPNX - Dividend Comparison
WPVLX's dividend yield for the trailing twelve months is around 8.93%, more than WCPNX's 4.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCPNX Weitz Core Plus Income Fund | 4.57% | 5.26% | 6.15% | 4.92% | 3.04% | 2.51% | 5.07% | 2.95% | 2.55% | 2.41% | 3.72% | 1.96% |
WPVLX Weitz Partners Value Fund | 8.93% | 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 WCPNX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WPVLX has higher volatility (4.80%) compared to WCPNX (0.98%). In terms of maximum drawdown, WPVLX dropped -59.01% vs WCPNX's -13.63%.
WCPNX currently has the higher Sharpe Ratio (0.83 vs 0.24), 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.
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