Allspring Opportunity Fund (SOPVX)
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its total assets in equity securities; and up to 25% of the fund's total assets in equity securities of foreign issuers, including ADRs and similar investments. It may invest in the equity securities of companies of any market capitalization.
Fund Info
US9499154584
949915458
Feb 24, 2000
$1,000
Large-Cap
Growth
Expense Ratio
SOPVX has a high expense ratio of 1.18%, indicating above-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 Allspring Opportunity 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
Allspring Opportunity Fund had a return of -9.74% year-to-date (YTD) and 0.45% in the last 12 months. Over the past 10 years, Allspring Opportunity Fund had an annualized return of 8.93%, while the S&P 500 had an annualized return of 10.11%, indicating that Allspring Opportunity Fund did not perform as well as the benchmark.
SOPVX
-9.74%
-5.38%
-7.93%
0.45%
12.92%
8.93%
^GSPC (Benchmark)
-6.06%
-3.27%
-4.87%
9.44%
14.30%
10.11%
Monthly Returns
The table below presents the monthly returns of SOPVX, 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 | 3.97% | -3.97% | -6.81% | -2.98% | -9.74% | ||||||||
| 2024 | 0.54% | 5.60% | 2.46% | -5.75% | 2.10% | 1.20% | 3.68% | 1.88% | 1.68% | -1.49% | 6.22% | -3.55% | 14.82% |
| 2023 | 9.11% | -2.83% | 2.27% | 0.26% | 0.28% | 7.50% | 3.13% | -1.57% | -6.24% | -4.52% | 11.60% | 6.33% | 26.38% |
| 2022 | -7.44% | -3.62% | 2.58% | -7.64% | -1.74% | -7.30% | 11.05% | -4.36% | -9.57% | 6.15% | 6.23% | -5.14% | -20.91% |
| 2021 | -2.63% | 2.97% | 3.99% | 7.13% | -0.11% | 2.23% | 3.77% | 2.36% | -4.96% | 5.06% | -1.91% | 4.79% | 24.35% |
| 2020 | -0.75% | -7.27% | -14.91% | 12.45% | 7.13% | 0.80% | 4.71% | 7.89% | -2.98% | -1.51% | 12.35% | 4.81% | 20.88% |
| 2019 | 9.53% | 2.89% | 2.08% | 4.13% | -6.16% | 6.56% | 2.81% | -1.56% | 1.14% | 0.71% | 3.98% | 2.25% | 31.30% |
| 2018 | 4.92% | -3.29% | -1.93% | 0.61% | 2.31% | 0.39% | 3.61% | 1.40% | -0.00% | -6.97% | 2.02% | -9.62% | -7.34% |
| 2017 | 3.73% | 1.82% | -0.02% | 1.33% | 1.51% | 0.00% | 1.38% | -0.25% | 2.48% | 2.14% | 2.73% | 1.56% | 19.97% |
| 2016 | -6.02% | -0.03% | 8.33% | 0.79% | 1.61% | -1.59% | 4.23% | 0.56% | 0.55% | -1.65% | 5.25% | -0.01% | 11.90% |
| 2015 | -3.54% | 7.69% | -0.52% | -0.35% | 1.04% | -2.41% | 0.42% | -5.59% | -3.45% | 7.89% | -0.13% | -3.73% | -3.58% |
| 2014 | -2.32% | 5.30% | -0.12% | -0.33% | 1.65% | 3.35% | -2.49% | 3.83% | -3.90% | 0.93% | 3.72% | 0.47% | 10.06% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SOPVX is 21, meaning it’s performing worse than 79% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Allspring Opportunity Fund (SOPVX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Allspring Opportunity Fund provided a 10.62% dividend yield over the last twelve months, with an annual payout of $4.83 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.83 | $4.83 | $1.90 | $4.31 | $6.60 | $3.09 | $2.59 | $4.58 | $5.92 | $2.67 | $6.35 | $5.33 |
Dividend yield | 10.62% | 9.58% | 3.97% | 10.91% | 11.95% | 6.21% | 5.90% | 12.95% | 13.80% | 6.55% | 16.39% | 11.43% |
Monthly Dividends
The table displays the monthly dividend distributions for Allspring Opportunity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.83 | $4.83 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.90 | $1.90 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.31 | $4.31 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.60 | $6.60 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.09 | $3.09 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.59 | $2.59 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.58 | $4.58 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.92 | $5.92 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.67 | $2.67 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.35 | $6.35 |
| 2014 | $5.33 | $5.33 |
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 Allspring Opportunity 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 Allspring Opportunity Fund was 55.67%, occurring on Mar 9, 2009. Recovery took 467 trading sessions.
The current Allspring Opportunity Fund drawdown is 14.65%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.67% | Jul 20, 2007 | 411 | Mar 9, 2009 | 467 | Jan 12, 2011 | 878 |
| -46.32% | May 22, 2001 | 344 | Oct 9, 2002 | 536 | Nov 26, 2004 | 880 |
| -35.51% | Feb 21, 2020 | 22 | Mar 23, 2020 | 108 | Aug 25, 2020 | 130 |
| -27.42% | Dec 30, 2021 | 200 | Oct 14, 2022 | 301 | Dec 27, 2023 | 501 |
| -25.96% | May 11, 2011 | 101 | Oct 3, 2011 | 321 | Jan 15, 2013 | 422 |
Volatility
Volatility Chart
The current Allspring Opportunity Fund volatility is 14.31%, 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.