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Allspring Dynamic Target 2055 Fund (WTDQX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US94988A1557

CUSIP

94988A155

Issuer

Allspring Global Investments

Inception Date

Nov 29, 2015

Min. Investment

$1,000

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

WTDQX features an expense ratio of 0.60%, falling within the medium range.


Expense ratio chart for WTDQX: current value at 0.60% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.60%

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.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Allspring Dynamic Target 2055 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


WTDQX (Allspring Dynamic Target 2055 Fund)
Benchmark (^GSPC)

Returns By Period


WTDQX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.28%3.03%
20237.06%-3.30%1.99%0.74%-1.29%5.70%3.36%-2.31%-3.94%-3.64%8.32%4.34%17.23%
2022-4.77%-3.48%-0.44%-6.27%1.51%-7.70%4.62%-3.27%-6.55%6.16%7.71%-4.11%-16.66%
20210.34%2.70%2.71%3.91%1.85%0.83%0.23%2.46%-3.86%4.47%-2.61%4.03%18.01%
2020-1.42%-7.29%-9.21%8.21%4.11%1.01%3.51%4.94%-3.04%-1.81%11.05%4.71%13.52%
20197.02%2.85%0.41%2.36%-4.50%5.45%-0.10%-1.59%1.82%2.08%1.85%2.56%21.59%
20185.51%-4.08%-1.36%0.52%1.20%-0.26%2.89%1.65%0.24%-7.05%2.09%-6.09%-5.36%
20172.68%2.61%0.85%1.40%1.66%0.82%2.07%0.09%2.02%1.73%2.12%1.14%20.93%
2016-4.13%-1.62%6.02%0.83%0.92%-0.71%3.78%0.30%0.49%-1.96%2.19%1.42%7.39%
2015-2.69%-2.69%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Allspring Dynamic Target 2055 Fund (WTDQX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
WTDQX
^GSPC

There is not enough data available to calculate the Sharpe ratio for Allspring Dynamic Target 2055 Fund. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio
WTDQX (Allspring Dynamic Target 2055 Fund)
Benchmark (^GSPC)

Dividends

Dividend History


0.00%5.00%10.00%15.00%20.00%25.00%$0.00$0.50$1.00$1.50$2.00201520162017201820192020202120222023
Dividends
Dividend Yield
Period202320222021202020192018201720162015
Dividend$0.22$0.12$1.54$0.17$0.18$2.21$0.55$0.32$0.06

Dividend yield

1.84%1.16%12.45%1.42%1.69%24.96%4.76%3.22%0.63%

Monthly Dividends

The table displays the monthly dividend distributions for Allspring Dynamic Target 2055 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$6.17$6.17
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.22$0.22
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.12$0.12
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.54$1.54
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.17$0.17
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.18$0.18
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.21$2.21
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.55$0.55
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.32$0.32
2015$0.06$0.06

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.


WTDQX (Allspring Dynamic Target 2055 Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Allspring Dynamic Target 2055 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 Dynamic Target 2055 Fund was 48.96%, occurring on Feb 7, 2024. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-48.96%Feb 7, 20241Feb 7, 2024
-26.57%Jan 21, 202044Mar 23, 2020109Aug 26, 2020153
-24.69%Nov 9, 2021225Sep 30, 2022336Feb 2, 2024561
-14.85%Jan 29, 2018229Dec 24, 201886Apr 30, 2019315
-11.84%Dec 2, 201549Feb 11, 201680Jun 7, 2016129

Volatility

Volatility Chart

The current Allspring Dynamic Target 2055 Fund volatility is 96.61%, 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.


WTDQX (Allspring Dynamic Target 2055 Fund)
Benchmark (^GSPC)
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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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