- ISIN
- US94975G6860
- CUSIP
- 94975G686
- Issuer
- Allspring
- Inception Date
- Feb 14, 1985
- Category
- Large Cap Blend Equities
- Min. Investment
- $1,000,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
WFIOX Performance Chart
Allspring Index Fund (WFIOX) is up 9.2% since the beginning of the year. WFIOX is currently trading at $64 per share. Investors who bought $1,000 worth of WFIOX shares 5 years ago would now be looking at an investment worth $1,795.
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Compare this symbol against anything
Returns By Period
Allspring Index Fund (WFIOX) has returned 9.19% so far this year and 20.32% over the past 12 months. Looking at the last ten years, WFIOX has achieved an annualized return of 14.75%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.
Allspring Index Fund
- 1D
- 1.66%
- 1M
- -0.57%
- 6M
- 7.67%
- YTD
- 9.19%
- 1Y
- 20.32%
- 3Y*
- 18.72%
- 5Y*
- 12.41%
- 10Y*
- 14.75%
- ALL TIME*
- 9.14%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
WFIOX Monthly Returns History
Based on dividend-adjusted daily data since Aug 15, 1986, WFIOX's average daily return is +0.04%, while the average monthly return is +0.83%. At this rate, an investment would double in approximately 7.0 years.
Historically, 63% of months were positive and 37% were negative. The best month was Apr 2020 with a return of +12.8%, while the worst month was Oct 1987 at -21.6%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, WFIOX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +11.6%, while the worst single day was Mar 16, 2020 at -12.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.41% | -0.77% | -5.01% | 10.49% | 5.24% | -0.98% | -0.79% | 9.19% | |||||
| 2025 | 2.77% | -1.33% | -5.66% | -0.70% | 6.28% | 5.05% | 2.24% | 2.00% | 3.63% | 2.32% | 0.22% | 0.03% | 17.57% |
| 2024 | 1.66% | 5.33% | 3.19% | -4.11% | 4.93% | 3.56% | 1.20% | 2.40% | 2.11% | -0.92% | 5.84% | -2.44% | 24.66% |
| 2023 | 6.28% | -2.46% | 3.64% | 1.54% | 0.41% | 6.58% | 3.21% | -1.63% | -4.79% | -2.11% | 9.10% | 4.55% | 26.01% |
| 2022 | -5.20% | -3.01% | 3.69% | -8.74% | 0.17% | -8.26% | 9.19% | -4.10% | -9.22% | 8.07% | 5.56% | -5.77% | -18.30% |
| 2021 | -1.03% | 2.74% | 4.37% | 5.30% | 0.69% | 2.31% | 2.34% | 3.03% | -4.67% | 6.98% | -0.71% | 4.42% | 28.34% |
Benchmark Metrics
Allspring Index Fund has an annualized alpha of 0.66%, beta of 0.96, and R2 of 0.92 versus S&P 500 Index. Calculated based on daily prices since August 15, 1986.
- With beta of 0.96 and R2 of 0.92, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 0.66%
- Beta
- 0.96
- R²
- 0.92
- Upside Capture
- 99.61%
- Downside Capture
- 98.56%
Expense Ratio
WFIOX has an expense ratio of 0.25%, which is considered low.
Return for Risk
Risk / Return Rank
WFIOX ranks 50 for risk / return — above 50% of mutual funds peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Allspring Index Fund (WFIOX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WFIOX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.25 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.02 | 2.00 | +0.02 |
| Martin ratioReturn relative to average drawdown | 8.65 | 8.49 | +0.16 |
Dividends
Dividend History
Allspring Index Fund provided a 6.45% dividend yield over the last twelve months, with an annual payout of $4.14 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.14 | $4.14 | $4.57 | $3.55 | $4.14 | $4.90 | $6.58 | $14.75 | $15.30 | $12.59 | $6.25 | $5.27 |
Dividend yield | 6.45% | 7.04% | 8.54% | 7.63% | 10.41% | 9.15% | 14.40% | 33.14% | 33.69% | 20.04% | 10.07% | 8.62% |
Monthly Dividends
The table displays the monthly dividend distributions for Allspring Index 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.14 | $4.14 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.57 | $4.57 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.55 | $3.55 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.14 | $4.14 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.90 | $4.90 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Allspring Index 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 Index Fund was 54.40%, occurring on Mar 9, 2009. Recovery took 1046 trading sessions.
The current Allspring Index Fund drawdown is 2.15%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-54.40%Mar 2009 | 1y 5mo | 4y 1mo | 5y 6moOct 2007 - May 2013 | Financial crisis2007–2009 |
-46.73%Oct 2002 | 2y 6mo | 4y 18d | 6y 7moMar 2000 - Oct 2006 | Dot-com crash2000–2002 |
-33.94%Mar 2020 | 1mo 2d | 4mo 22d | 5mo 24dFeb 2020 - Aug 2020 | COVID crash2020 |
-33.26%Dec 1987 | 3mo 10d | 1y 8mo | 1y 11moAug 1987 - Aug 1989 | Black Monday1987 |
-24.63%Oct 2022 | 9mo 11d | 1y 2mo | 1y 11moJan 2022 - Dec 2023 | Bear market2022 |
Drawdown Indicators
| WFIOX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.40% | -56.78% | +2.38% |
Max Drawdown (1Y)Largest decline over 1 year | -8.93% | -9.10% | +0.17% |
Max Drawdown (3Y)Largest decline over 3 years | -18.78% | -18.90% | +0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -24.63% | -25.43% | +0.80% |
Max Drawdown (10Y)Largest decline over 10 years | -33.94% | -33.92% | -0.02% |
Current DrawdownCurrent decline from peak | -2.15% | -1.58% | -0.57% |
Average DrawdownAverage peak-to-trough decline | -9.64% | -10.70% | +1.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 2.14% | -0.06% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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