EAAFX vs. BERIX
EAAFX (Allspring Asset Allocation Fund) and BERIX (Chartwell Income Fund) are both Diversified Portfolio funds. Over the past 10 years, EAAFX returned 8.44%/yr vs 4.82%/yr for BERIX. A 0.69 correlation means they provide meaningful diversification when combined. EAAFX charges 1.04%/yr vs 0.64%/yr for BERIX.
Performance
EAAFX vs. BERIX - Performance Comparison
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Returns By Period
In the year-to-date period, EAAFX achieves a 9.89% return, which is significantly higher than BERIX's 2.36% return. Over the past 10 years, EAAFX has outperformed BERIX with an annualized return of 8.44%, while BERIX has yielded a comparatively lower 4.82% annualized return.
EAAFX
- 1D
- 0.06%
- 1M
- 1.44%
- YTD
- 9.89%
- 6M
- 9.37%
- 1Y
- 21.09%
- 3Y*
- 14.58%
- 5Y*
- 7.00%
- 10Y*
- 8.44%
BERIX
- 1D
- 0.00%
- 1M
- -1.92%
- YTD
- 2.36%
- 6M
- 2.34%
- 1Y
- 10.06%
- 3Y*
- 9.00%
- 5Y*
- 4.21%
- 10Y*
- 4.82%
EAAFX vs. BERIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EAAFX Allspring Asset Allocation Fund | 9.89% | 15.11% | 10.65% | 14.32% | -16.00% | 13.38% | 13.57% | 19.77% | -9.58% | 14.80% |
BERIX Chartwell Income Fund | 2.36% | 13.23% | 7.20% | 7.77% | -10.14% | 7.35% | 4.49% | 9.69% | -0.81% | 3.92% |
Correlation
The correlation between EAAFX and BERIX is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.67 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 1996 | 0.69 |
The correlation between EAAFX and BERIX shifts across timeframes, from 0.51 (1 year) to 0.69 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
EAAFX vs. BERIX — Risk / Return Rank
EAAFX
BERIX
EAAFX vs. BERIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Asset Allocation Fund (EAAFX) and Chartwell Income Fund (BERIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| EAAFX | BERIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.22 | ||
| Sortino ratioReturn per unit of downside risk | +0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.39 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 3.03 | +0.35 |
| Martin ratioReturn relative to average drawdown | 12.20 | 11.37 | +0.83 |
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Drawdowns
EAAFX vs. BERIX - Drawdown Comparison
The maximum EAAFX drawdown since its inception was -34.17%, which is greater than BERIX's maximum drawdown of -20.34%. Use the drawdown chart below to compare losses from any high point for EAAFX and BERIX.
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Drawdown Indicators
| EAAFX | BERIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.17% | -20.34% | -13.83% |
Max Drawdown (1Y)Largest decline over 1 year | -6.44% | -3.36% | -3.08% |
Max Drawdown (3Y)Largest decline over 3 years | -9.94% | -5.82% | -4.12% |
Max Drawdown (5Y)Largest decline over 5 years | -22.36% | -15.73% | -6.63% |
Max Drawdown (10Y)Largest decline over 10 years | -25.55% | -20.34% | -5.21% |
Current DrawdownCurrent decline from peak | -0.76% | -3.36% | +2.60% |
Average DrawdownAverage peak-to-trough decline | -6.60% | -2.59% | -4.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.78% | 0.89% | +0.89% |
Volatility
EAAFX vs. BERIX - Volatility Comparison
Allspring Asset Allocation Fund (EAAFX) has a higher volatility of 4.27% compared to Chartwell Income Fund (BERIX) at 1.58%. This indicates that EAAFX's price experiences larger fluctuations and is considered to be riskier than BERIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EAAFX | BERIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.27% | 1.58% | +2.69% |
Volatility (6M)Calculated over the trailing 6-month period | 7.77% | 4.44% | +3.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.85% | 5.12% | +4.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.12% | 5.98% | +5.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.15% | 6.03% | +5.12% |
EAAFX vs. BERIX - Expense Ratio Comparison
EAAFX has a 1.04% expense ratio, which is higher than BERIX's 0.64% expense ratio.
Dividends
EAAFX vs. BERIX - Dividend Comparison
EAAFX's dividend yield for the trailing twelve months is around 5.22%, more than BERIX's 4.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BERIX Chartwell Income Fund | 4.15% | 3.97% | 3.90% | 3.36% | 3.54% | 2.58% | 3.07% | 3.03% | 5.83% | 5.22% | 2.76% | 2.45% |
EAAFX Allspring Asset Allocation Fund | 5.22% | 5.74% | 8.41% | 0.00% | 6.53% | 15.18% | 3.85% | 1.51% | 8.51% | 1.70% | 1.58% | 4.52% |
Frequently Asked Questions
EAAFX and BERIX have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EAAFX has higher volatility (4.27%) compared to BERIX (1.58%). In terms of maximum drawdown, EAAFX dropped -34.17% vs BERIX's -20.34%.
EAAFX currently has the higher Sharpe Ratio (2.21 vs 1.99), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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