EKBAX vs. FELAX

In the year-to-date period, EKBAX achieves a -0.87% return, which is significantly higher than FELAX's -2.47% return. Over the past 10 years, EKBAX has underperformed FELAX with an annualized return of 3.95%, while FELAX has yielded a comparatively higher 24.54% annualized return.

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EKBAX has a 1.10% expense ratio, which is higher than FELAX's 1.01% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Allspring Diversified Capital Builder Fund (EKBAX) and Fidelity Advisor Semiconductors Fund Class A (FELAX). 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.

The current EKBAX Sharpe Ratio is 0.12, which is lower than the FELAX Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of EKBAX and FELAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EKBAX's dividend yield for the trailing twelve months is around 0.59%, less than FELAX's 7.19% yield.

The maximum EKBAX drawdown since its inception was -66.61%, smaller than the maximum FELAX drawdown of -71.33%. Use the drawdown chart below to compare losses from any high point for EKBAX and FELAX. For additional features, visit the drawdowns tool.

The current volatility for Allspring Diversified Capital Builder Fund (EKBAX) is 5.39%, while Fidelity Advisor Semiconductors Fund Class A (FELAX) has a volatility of 12.25%. This indicates that EKBAX experiences smaller price fluctuations and is considered to be less risky than FELAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.