EKBAX vs. EPD
EKBAX (Allspring Diversified Capital Builder Fund) is Diversified Portfolio fund managed by Allspring Global Investments, while EPD (Enterprise Products Partners L.P.) is a stock. Over the past 10 years, EKBAX returned 16.26%/yr vs 10.61%/yr for EPD. At a 0.36 correlation, their price movements are largely independent.
Performance
EKBAX vs. EPD - Performance Comparison
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Returns By Period
In the year-to-date period, EKBAX achieves a 33.05% return, which is significantly higher than EPD's 19.79% return. Over the past 10 years, EKBAX has outperformed EPD with an annualized return of 16.26%, while EPD has yielded a comparatively lower 10.61% annualized return.
EKBAX
- 1D
- 3.55%
- 1M
- 6.51%
- YTD
- 33.05%
- 6M
- 34.52%
- 1Y
- 57.50%
- 3Y*
- 30.21%
- 5Y*
- 18.56%
- 10Y*
- 16.26%
EPD
- 1D
- -0.08%
- 1M
- -2.72%
- YTD
- 19.79%
- 6M
- 19.53%
- 1Y
- 24.43%
- 3Y*
- 20.73%
- 5Y*
- 15.96%
- 10Y*
- 10.61%
EKBAX vs. EPD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EKBAX Allspring Diversified Capital Builder Fund | 33.05% | 21.87% | 21.75% | 22.23% | -13.47% | 19.61% | 12.66% | 32.99% | -5.55% | 14.43% |
EPD Enterprise Products Partners L.P. | 19.79% | 9.45% | 28.00% | 17.71% | 18.32% | 21.40% | -23.61% | 21.88% | -1.32% | 4.24% |
Correlation
The correlation between EKBAX and EPD is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.32 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 1999 | 0.36 |
Over the past year, the correlation between EKBAX and EPD has dropped to 0.05 - well below their long-term average of 0.36, suggesting their price drivers have been diverging.
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Return for Risk
EKBAX vs. EPD — Risk / Return Rank
EKBAX
EPD
EKBAX vs. EPD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Diversified Capital Builder Fund (EKBAX) and Enterprise Products Partners L.P. (EPD). 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.
| EKBAX | EPD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.71 | ||
| Sortino ratioReturn per unit of downside risk | +1.77 | ||
| Omega ratioGain probability vs. loss probability | 1.57 | 1.28 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 7.95 | 3.24 | +4.71 |
| Martin ratioReturn relative to average drawdown | 31.26 | 9.50 | +21.76 |
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Drawdowns
EKBAX vs. EPD - Drawdown Comparison
The maximum EKBAX drawdown since its inception was -55.64%, smaller than the maximum EPD drawdown of -58.78%. Use the drawdown chart below to compare losses from any high point for EKBAX and EPD.
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Drawdown Indicators
| EKBAX | EPD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.64% | -58.78% | +3.14% |
Max Drawdown (1Y)Largest decline over 1 year | -7.32% | -7.56% | +0.24% |
Max Drawdown (3Y)Largest decline over 3 years | -23.55% | -15.40% | -8.15% |
Max Drawdown (5Y)Largest decline over 5 years | -24.84% | -18.06% | -6.78% |
Max Drawdown (10Y)Largest decline over 10 years | -32.33% | -58.04% | +25.71% |
Current DrawdownCurrent decline from peak | -2.94% | -6.41% | +3.47% |
Average DrawdownAverage peak-to-trough decline | -7.97% | -10.22% | +2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 2.58% | -0.72% |
Volatility
EKBAX vs. EPD - Volatility Comparison
Allspring Diversified Capital Builder Fund (EKBAX) has a higher volatility of 9.31% compared to Enterprise Products Partners L.P. (EPD) at 6.00%. This indicates that EKBAX's price experiences larger fluctuations and is considered to be riskier than EPD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EKBAX | EPD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.31% | 6.00% | +3.31% |
Volatility (6M)Calculated over the trailing 6-month period | 14.88% | 13.27% | +1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.88% | 15.90% | +1.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.42% | 17.23% | +1.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.71% | 24.14% | -6.43% |
Dividends
EKBAX vs. EPD - Dividend Comparison
EKBAX's dividend yield for the trailing twelve months is around 7.23%, more than EPD's 5.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EKBAX Allspring Diversified Capital Builder Fund | 7.23% | 9.61% | 5.28% | 6.16% | 12.50% | 6.89% | 2.03% | 9.49% | 7.14% | 6.20% | 10.05% | 11.47% |
EPD Enterprise Products Partners L.P. | 5.88% | 6.74% | 6.63% | 7.51% | 7.79% | 8.20% | 9.09% | 6.23% | 6.97% | 6.29% | 5.88% | 5.90% |
Frequently Asked Questions
EKBAX and EPD have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EKBAX has higher volatility (9.31%) compared to EPD (6.00%). In terms of maximum drawdown, EKBAX dropped -55.64% vs EPD's -58.78%.
EKBAX currently has the higher Sharpe Ratio (3.26 vs 1.54), 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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