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Allspring Index Fund (WFIOX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US94975G6860
CUSIP
94975G686
Inception Date
Feb 14, 1985
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

Performance Chart

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


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S&P 500 Index

Returns By Period

Allspring Index Fund (WFIOX) has returned -7.11% so far this year and 14.15% over the past 12 months. Looking at the last ten years, WFIOX has achieved an annualized return of 13.50%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


Allspring Index Fund

1D
-0.40%
1M
-7.69%
YTD
-7.11%
6M
-4.72%
1Y
14.15%
3Y*
16.88%
5Y*
11.13%
10Y*
13.50%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Aug 15, 1986, WFIOX's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, your investment would double in approximately 7.2 years.

Historically, 64% of months were positive and 36% 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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.41%-0.77%-7.69%-7.11%
20252.77%-1.33%-5.66%-0.70%6.28%5.05%2.24%2.00%3.63%2.32%0.22%0.03%17.57%
20241.66%5.33%3.19%-4.11%4.93%3.56%1.20%2.40%2.11%-0.92%5.84%-2.44%24.66%
20236.28%-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 0.65%, beta of 0.96, and R² of 0.92 versus S&P 500 Index. Calculated based on daily prices since August 18, 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
0.65%
Beta
0.96
0.92
Upside Capture
99.63%
Downside Capture
98.58%

Expense Ratio

WFIOX has an expense ratio of 0.25%, which is considered low.


Return for Risk

Risk / Return Rank

WFIOX ranks 41 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


WFIOX Risk / Return Rank: 4141
Overall Rank
WFIOX Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
WFIOX Sortino Ratio Rank: 3939
Sortino Ratio Rank
WFIOX Omega Ratio Rank: 4343
Omega Ratio Rank
WFIOX Calmar Ratio Rank: 3838
Calmar Ratio Rank
WFIOX Martin Ratio Rank: 5050
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Allspring Index Fund (WFIOX) and compare them to a chosen benchmark (S&P 500 Index).


WFIOXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.82

0.90

-0.07

Sortino ratio

Return per unit of downside risk

1.28

1.39

-0.11

Omega ratio

Gain probability vs. loss probability

1.19

1.21

-0.02

Calmar ratio

Return relative to maximum drawdown

1.03

1.40

-0.37

Martin ratio

Return relative to average drawdown

5.01

6.61

-1.60

Explore WFIOX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Allspring Index Fund provided a 7.58% dividend yield over the last twelve months, with an annual payout of $4.14 per share.


10.00%15.00%20.00%25.00%30.00%$0.00$5.00$10.00$15.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
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

7.58%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$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 8.93%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-54.4%Oct 10, 2007355Mar 9, 20091046May 3, 20131401
-46.73%Mar 27, 2000637Oct 9, 20021020Oct 26, 20061657
-33.94%Feb 20, 202023Mar 23, 202099Aug 12, 2020122
-33.26%Aug 26, 198771Dec 4, 1987422Aug 7, 1989493
-24.63%Jan 4, 2022196Oct 12, 2022294Dec 13, 2023490

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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