AllspringDiscovery Small Cap Growth Fund (EGWAX)
Under normal circumstances, the fund invests: at least 80% of the fund's net assets in equity securities of small-capitalization companies. It invests principally in equity securities of small-capitalization companies, which the managers define as companies with market capitalizations within the range of the Russell 2000 Index at the time of purchase.
Fund Info
US94985D2514
94985D251
Jun 5, 1995
$1,000
Small-Cap
Growth
Expense Ratio
EGWAX has a high expense ratio of 1.23%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in AllspringDiscovery Small Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
AllspringDiscovery Small Cap Growth Fund had a return of 3.71% year-to-date (YTD) and 14.80% in the last 12 months. Over the past 10 years, AllspringDiscovery Small Cap Growth Fund had an annualized return of -2.61%, while the S&P 500 had an annualized return of 11.31%, indicating that AllspringDiscovery Small Cap Growth Fund did not perform as well as the benchmark.
EGWAX
3.71%
-1.13%
8.13%
14.80%
-1.38%
-2.61%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of EGWAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.64% | 3.71% | |||||||||||
| 2024 | -1.77% | 5.15% | 2.45% | -4.86% | 3.19% | 0.24% | 3.00% | 2.44% | 2.69% | -1.87% | 11.97% | -8.37% | 13.59% |
| 2023 | 9.64% | -1.91% | 0.18% | -1.95% | -0.36% | 7.43% | 1.35% | -4.75% | -4.81% | -8.91% | 10.08% | 8.52% | 13.07% |
| 2022 | -16.95% | -1.59% | -0.54% | -14.91% | -7.45% | -5.66% | 14.71% | -2.85% | -7.91% | 6.11% | 1.33% | -13.74% | -42.51% |
| 2021 | 0.41% | 2.96% | -6.88% | 5.33% | -4.17% | 5.88% | -0.61% | 3.52% | -4.12% | 5.59% | -8.57% | -16.26% | -17.96% |
| 2020 | 2.40% | -4.47% | -18.22% | 18.73% | 12.25% | 4.50% | 7.31% | 6.93% | 0.85% | 1.41% | 15.18% | 7.29% | 61.60% |
| 2019 | 12.62% | 8.18% | 0.38% | 3.16% | -2.48% | 9.21% | 1.92% | -5.85% | -4.00% | 0.82% | 7.23% | -5.37% | 26.61% |
| 2018 | 4.78% | -1.39% | -1.61% | -0.59% | 8.67% | 2.05% | 2.31% | 9.09% | -2.81% | -10.97% | 1.16% | -34.18% | -27.94% |
| 2017 | 2.12% | 2.30% | 2.03% | 0.92% | 1.62% | 2.22% | 0.81% | 1.01% | 4.39% | 0.64% | 1.14% | -5.64% | 14.08% |
| 2016 | -10.26% | -1.06% | 7.97% | 0.08% | 1.99% | -1.71% | 7.28% | 1.85% | -0.08% | -5.61% | 6.34% | -0.30% | 5.09% |
| 2015 | -3.58% | 6.67% | -0.22% | -2.33% | 2.50% | 1.88% | 0.33% | -6.99% | -5.94% | 2.11% | 2.85% | -25.88% | -28.50% |
| 2014 | 0.05% | 4.24% | -5.87% | -8.25% | -0.37% | 7.09% | -4.96% | 5.12% | -3.26% | 7.42% | -1.01% | -14.20% | -15.28% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EGWAX is 29, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for AllspringDiscovery Small Cap Growth Fund (EGWAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the AllspringDiscovery Small Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the AllspringDiscovery Small Cap Growth Fund was 72.61%, occurring on Mar 9, 2009. The portfolio has not yet recovered.
The current AllspringDiscovery Small Cap Growth Fund drawdown is 46.99%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.61% | Sep 5, 2000 | 2132 | Mar 9, 2009 | — | — | — |
| -40.5% | Oct 14, 1997 | 258 | Oct 8, 1998 | 333 | Jan 19, 2000 | 591 |
| -28.19% | May 28, 1996 | 240 | Apr 28, 1997 | 94 | Sep 5, 1997 | 334 |
| -22.89% | Mar 10, 2000 | 26 | Apr 14, 2000 | 60 | Jul 13, 2000 | 86 |
| -10.75% | Jul 18, 2000 | 9 | Jul 28, 2000 | 25 | Sep 1, 2000 | 34 |
Volatility
Volatility Chart
The current AllspringDiscovery Small Cap Growth Fund volatility is 6.09%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.