PortfoliosLab logo
Allspring Core Plus Bond Fund (STYAX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US94975H7917

CUSIP

94975H791

Inception Date

Jul 13, 1998

Min. Investment

$1,000

Asset Class

Bond

Expense Ratio

STYAX has an expense ratio of 0.69%, placing it in the medium range.


Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
STYAX vs. FEPIX
Popular comparisons:

Performance

Performance Chart


Loading data...

Returns By Period

Allspring Core Plus Bond Fund (STYAX) returned 1.45% year-to-date (YTD) and 4.99% over the past 12 months. Over the past 10 years, STYAX returned 1.88% annually, underperforming the S&P 500 benchmark at 10.69%.


STYAX

YTD

1.45%

1M

1.10%

6M

0.63%

1Y

4.99%

5Y*

-0.15%

10Y*

1.88%

^GSPC (Benchmark)

YTD

-0.64%

1M

8.97%

6M

-2.62%

1Y

11.90%

5Y*

15.76%

10Y*

10.69%

*Annualized

Monthly Returns

The table below presents the monthly returns of STYAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.62%2.09%-0.27%0.10%-1.07%1.45%
2024-0.03%-1.34%1.03%-2.46%1.75%0.94%2.21%1.60%1.37%-2.43%1.08%-1.52%2.06%
20233.73%-2.45%2.04%0.64%-1.02%-0.30%0.19%-0.61%-2.61%-1.74%4.77%3.98%6.45%
2022-1.98%-1.35%-2.41%-4.02%0.03%-2.47%2.43%-2.32%-4.33%-1.53%3.68%-0.40%-13.98%
2021-0.48%-1.05%-0.99%1.05%0.30%1.03%0.81%-0.08%-0.87%0.10%0.17%-0.90%-0.95%
20201.85%1.01%-3.50%3.07%2.11%1.47%2.62%-0.11%-0.24%-0.45%2.30%-1.98%8.23%
20191.64%0.03%1.70%0.22%1.44%1.30%0.28%2.15%-0.51%0.25%0.04%-0.30%8.51%
2018-0.70%-1.00%0.66%-0.80%0.31%-0.15%0.39%0.18%-0.32%-0.90%0.38%1.47%-0.51%
20170.63%0.88%0.07%0.89%0.90%0.27%0.50%0.77%-0.29%0.17%-0.01%0.43%5.34%
20160.67%0.52%2.13%1.07%-0.00%1.70%1.31%0.41%0.08%-0.54%-2.44%0.74%5.71%
20152.34%-0.82%0.39%-0.26%-0.37%-1.27%0.83%-0.59%0.21%0.70%-0.46%-1.03%-0.38%
20141.66%0.68%-0.08%0.86%1.25%0.27%-0.48%1.33%-0.90%1.14%0.62%-0.18%6.32%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of STYAX is 73, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of STYAX is 7373
Overall Rank
The Sharpe Ratio Rank of STYAX is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of STYAX is 8282
Sortino Ratio Rank
The Omega Ratio Rank of STYAX is 7777
Omega Ratio Rank
The Calmar Ratio Rank of STYAX is 5555
Calmar Ratio Rank
The Martin Ratio Rank of STYAX is 6868
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Allspring Core Plus Bond Fund (STYAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Allspring Core Plus Bond Fund Sharpe ratios as of May 13, 2025 (values are recalculated daily):

  • 1-Year: 1.01
  • 5-Year: -0.03
  • 10-Year: 0.40
  • All Time: 0.95

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Allspring Core Plus Bond Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Loading data...

Dividends

Dividend History

Allspring Core Plus Bond Fund provided a 4.56% dividend yield over the last twelve months, with an annual payout of $0.51 per share. The fund has been increasing its distributions for 3 consecutive years.


2.00%2.50%3.00%3.50%4.00%4.50%$0.00$0.10$0.20$0.30$0.40$0.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.51$0.51$0.45$0.32$0.21$0.32$0.40$0.33$0.33$0.34$0.23$0.24

Dividend yield

4.56%4.59%3.94%2.84%1.60%2.36%3.12%2.71%2.62%2.78%1.89%1.93%

Monthly Dividends

The table displays the monthly dividend distributions for Allspring Core Plus Bond Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.03$0.04$0.04$0.04$0.00$0.15
2024$0.04$0.04$0.04$0.04$0.05$0.03$0.05$0.05$0.04$0.04$0.04$0.06$0.51
2023$0.02$0.03$0.04$0.03$0.03$0.04$0.04$0.03$0.04$0.04$0.05$0.05$0.45
2022$0.02$0.03$0.02$0.02$0.02$0.03$0.00$0.03$0.04$0.03$0.04$0.05$0.32
2021$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.01$0.01$0.01$0.02$0.21
2020$0.01$0.02$0.03$0.03$0.03$0.04$0.03$0.03$0.04$0.02$0.03$0.03$0.32
2019$0.04$0.02$0.04$0.03$0.03$0.03$0.03$0.04$0.03$0.04$0.03$0.05$0.40
2018$0.02$0.02$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.02$0.03$0.03$0.33
2017$0.05$0.03$0.02$0.04$0.01$0.04$0.00$0.03$0.02$0.03$0.03$0.02$0.33
2016$0.02$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.02$0.02$0.34
2015$0.02$0.02$0.02$0.02$0.01$0.01$0.02$0.02$0.02$0.03$0.02$0.03$0.23
2014$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.24

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.


Loading data...

Worst Drawdowns

The table below displays the maximum drawdowns of the Allspring Core Plus Bond 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 Core Plus Bond Fund was 20.21%, occurring on Oct 24, 2022. The portfolio has not yet recovered.

The current Allspring Core Plus Bond Fund drawdown is 8.08%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-20.21%Dec 9, 2020472Oct 24, 2022
-9.11%Mar 9, 20209Mar 19, 202049May 29, 202058
-7.99%Apr 30, 1999276May 24, 2000163Jan 18, 2001439
-6.71%Oct 22, 2012218Sep 5, 2013205Jun 30, 2014423
-5.79%Sep 16, 200834Oct 31, 200844Jan 6, 200978

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading data...