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

Fund Info

ISIN

US94975H7917

CUSIP

94975H791

Issuer

Allspring Global Investments

Inception Date

Jul 13, 1998

Min. Investment

$1,000

Asset Class

Bond

Expense Ratio

STYAX features an expense ratio of 0.69%, falling within the medium range.


Expense ratio chart for STYAX: current value at 0.69% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.69%

Share Price Chart


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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:
STYAX vs. FEPIX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Allspring Core Plus Bond Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
1.38%
7.29%
STYAX (Allspring Core Plus Bond Fund)
Benchmark (^GSPC)

Returns By Period

Allspring Core Plus Bond Fund had a return of 1.80% year-to-date (YTD) and 2.48% in the last 12 months. Over the past 10 years, Allspring Core Plus Bond Fund had an annualized return of 1.83%, while the S&P 500 had an annualized return of 10.96%, indicating that Allspring Core Plus Bond Fund did not perform as well as the benchmark.


STYAX

YTD

1.80%

1M

-0.45%

6M

1.20%

1Y

2.48%

5Y*

0.00%

10Y*

1.83%

^GSPC (Benchmark)

YTD

23.00%

1M

-0.84%

6M

7.20%

1Y

24.88%

5Y*

12.77%

10Y*

10.96%

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
2024-0.03%-1.34%1.03%-2.46%1.75%0.94%2.21%1.60%1.37%-2.43%0.71%1.80%
20233.73%-2.44%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%
2021-0.49%-1.04%-0.99%1.05%0.30%1.03%0.81%-0.08%-0.87%0.10%0.17%-0.90%-0.94%
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%
2013-0.51%0.41%0.24%1.18%-1.79%-2.11%0.39%-0.76%1.14%1.21%-0.33%-0.58%-1.57%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of STYAX is 23, meaning it’s performing worse than 77% 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.


The Risk-Adjusted Performance Rank of STYAX is 2323
Overall Rank
The Sharpe Ratio Rank of STYAX is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of STYAX is 2626
Sortino Ratio Rank
The Omega Ratio Rank of STYAX is 2323
Omega Ratio Rank
The Calmar Ratio Rank of STYAX is 1919
Calmar Ratio Rank
The Martin Ratio Rank of STYAX is 2121
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.


Sharpe ratio
The chart of Sharpe ratio for STYAX, currently valued at 0.51, compared to the broader market-1.000.001.002.003.004.000.511.83
The chart of Sortino ratio for STYAX, currently valued at 0.74, compared to the broader market-2.000.002.004.006.008.0010.000.742.46
The chart of Omega ratio for STYAX, currently valued at 1.09, compared to the broader market0.501.001.502.002.503.003.501.091.34
The chart of Calmar ratio for STYAX, currently valued at 0.19, compared to the broader market0.002.004.006.008.0010.0012.0014.000.192.72
The chart of Martin ratio for STYAX, currently valued at 1.56, compared to the broader market0.0020.0040.0060.001.5611.89
STYAX
^GSPC

The current Allspring Core Plus Bond Fund Sharpe ratio is 0.51. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Allspring Core Plus Bond Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
0.51
1.90
STYAX (Allspring Core Plus Bond Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Allspring Core Plus Bond Fund provided a 3.67% dividend yield over the last twelve months, with an annual payout of $0.41 per share. The fund has been increasing its distributions for 2 consecutive years.


2.00%2.50%3.00%3.50%4.00%$0.00$0.10$0.20$0.30$0.4020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.41$0.45$0.32$0.21$0.32$0.40$0.33$0.33$0.34$0.23$0.24$0.24

Dividend yield

3.67%3.94%2.84%1.60%2.36%3.12%2.71%2.62%2.78%1.89%1.93%2.04%

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
2024$0.04$0.04$0.04$0.04$0.05$0.03$0.05$0.05$0.04$0.04$0.00$0.00$0.41
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
2013$0.02$0.02$0.02$0.02$0.02$0.02$0.03$0.02$0.02$0.00$0.02$0.03$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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-9.62%
-3.58%
STYAX (Allspring Core Plus Bond Fund)
Benchmark (^GSPC)

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 9.62%.


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 24, 2012216Sep 5, 2013205Jun 30, 2014421
-5.79%Sep 16, 200834Oct 31, 200844Jan 6, 200978

Volatility

Volatility Chart

The current Allspring Core Plus Bond Fund volatility is 1.29%, 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.


1.00%2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
1.29%
3.64%
STYAX (Allspring Core Plus Bond Fund)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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