Weitz Core Plus Bond ETF (WCPB) Performance
WCPB total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −0.1% since Dec 31, 2025
- 1 year
- +0.1% total return
- Since first price
- +2.8% since 2025
WCPB trailing returns vs AGG, TLT, SPY
| Period | WCPB total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.4% | −0.0% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.6% | −1.9% | −0.4% | −1.0% | +3.2% |
| 6 months | −1.0% | −3.4% | −1.5% | −3.8% | +7.8% |
| YTD | −0.1% | −3.7% | −1.0% | −3.4% | +12.3% |
| 1 year | +0.1% | −4.4% | −1.1% | −6.9% | +14.4% |
| Since inceptionAug 13, 2025 | +2.8% | −2.0% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: WCPB vs AGG
From Aug 13, 2025: WCPB grew to $10,282, AGG to $10,118.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
WCPB returns by calendar year
2026 is year to date.
WCPB annual returns table
| Year | WCPB | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −0.1% | −3.9% | −1.0% | −3.4% | +12.3% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
WCPB risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +0.7% |
| Volatility (annualized) | 4.1% |
| Sharpe ratio | -0.68 |
| Sortino ratio | -0.74 |
| Best month | +1.2% |
| Worst month | −2.8% |
| Best 12 months | +3.7% |
| Worst 12 months | −0.4% |
| Positive months | 69% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
WCPB rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 3 | −0.4% | +0.3% | +3.7% | 67% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
WCPB performance overview
Weitz Core Plus Bond ETF (WCPB) returned +0.1% over the past year, with distributions reinvested. Since its first recorded price on Aug 13, 2025 it has returned +2.8%. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: WCPB chart, WCPB dividends, WCPB bond profile. See the WCPB overview for the latest quote and fund facts.
WCPB performance FAQ
What is the WCPB return over the past year?
WCPB returned +0.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 4.4%.
How much would $10,000 invested in WCPB be worth?
$10,000 invested in WCPB at its first recorded close on August 13, 2025 would be worth about $10,282 on October 23, 2026 with distributions reinvested.
How volatile is WCPB?
Over the past history WCPB had an annualized volatility of 4.1% and a Sharpe ratio of -0.68 (excess return over 1–3 month T-bills per unit of risk).