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EKJAX vs. EKWAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EKJAX vs. EKWAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allspring Premier Large Company Growth Fund (EKJAX) and Allspring Precious Metals Fund (EKWAX). The values are adjusted to include any dividend payments, if applicable.

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EKJAX vs. EKWAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EKJAX
Allspring Premier Large Company Growth Fund
-9.45%16.28%36.91%33.14%-33.88%13.07%39.03%45.22%1.13%34.03%
EKWAX
Allspring Precious Metals Fund
8.92%163.65%21.28%8.83%-7.75%-11.00%24.40%40.35%-12.83%9.66%

Returns By Period

In the year-to-date period, EKJAX achieves a -9.45% return, which is significantly lower than EKWAX's 8.92% return. Over the past 10 years, EKJAX has underperformed EKWAX with an annualized return of 14.64%, while EKWAX has yielded a comparatively higher 18.20% annualized return.


EKJAX

1D
4.28%
1M
-6.78%
YTD
-9.45%
6M
-11.94%
1Y
16.36%
3Y*
19.88%
5Y*
6.78%
10Y*
14.64%

EKWAX

1D
6.98%
1M
-18.83%
YTD
8.92%
6M
26.99%
1Y
114.34%
3Y*
49.72%
5Y*
27.92%
10Y*
18.20%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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EKJAX vs. EKWAX - Expense Ratio Comparison

EKJAX has a 1.11% expense ratio, which is higher than EKWAX's 1.09% expense ratio.


Return for Risk

EKJAX vs. EKWAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EKJAX
EKJAX Risk / Return Rank: 3030
Overall Rank
EKJAX Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
EKJAX Sortino Ratio Rank: 3232
Sortino Ratio Rank
EKJAX Omega Ratio Rank: 3030
Omega Ratio Rank
EKJAX Calmar Ratio Rank: 3131
Calmar Ratio Rank
EKJAX Martin Ratio Rank: 2727
Martin Ratio Rank

EKWAX
EKWAX Risk / Return Rank: 9494
Overall Rank
EKWAX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
EKWAX Sortino Ratio Rank: 9292
Sortino Ratio Rank
EKWAX Omega Ratio Rank: 9090
Omega Ratio Rank
EKWAX Calmar Ratio Rank: 9797
Calmar Ratio Rank
EKWAX Martin Ratio Rank: 9696
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.

EKJAX vs. EKWAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Premier Large Company Growth Fund (EKJAX) and Allspring Precious Metals Fund (EKWAX). 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.


EKJAXEKWAXDifference

Sharpe ratio

Return per unit of total volatility

0.74

2.63

-1.89

Sortino ratio

Return per unit of downside risk

1.19

2.76

-1.57

Omega ratio

Gain probability vs. loss probability

1.16

1.41

-0.25

Calmar ratio

Return relative to maximum drawdown

0.96

4.00

-3.05

Martin ratio

Return relative to average drawdown

3.16

14.89

-11.74

EKJAX vs. EKWAX - Sharpe Ratio Comparison

The current EKJAX Sharpe Ratio is 0.74, which is lower than the EKWAX Sharpe Ratio of 2.63. The chart below compares the historical Sharpe Ratios of EKJAX and EKWAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


EKJAXEKWAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.74

2.63

-1.89

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.24

0.86

-0.61

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.58

0.55

+0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.34

+0.04

Correlation

The correlation between EKJAX and EKWAX is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

EKJAX vs. EKWAX - Dividend Comparison

EKJAX's dividend yield for the trailing twelve months is around 35.79%, more than EKWAX's 1.10% yield.


TTM20252024202320222021202020192018201720162015
EKJAX
Allspring Premier Large Company Growth Fund
35.79%32.41%20.46%40.04%0.00%27.04%12.00%16.22%21.24%28.36%11.30%7.21%
EKWAX
Allspring Precious Metals Fund
1.10%1.19%0.84%0.00%2.01%1.35%1.45%0.11%0.00%1.34%1.11%0.00%

Drawdowns

EKJAX vs. EKWAX - Drawdown Comparison

The maximum EKJAX drawdown since its inception was -59.70%, smaller than the maximum EKWAX drawdown of -76.76%. Use the drawdown chart below to compare losses from any high point for EKJAX and EKWAX.


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Drawdown Indicators


EKJAXEKWAXDifference

Max Drawdown

Largest peak-to-trough decline

-59.70%

-76.76%

+17.06%

Max Drawdown (1Y)

Largest decline over 1 year

-18.10%

-29.03%

+10.93%

Max Drawdown (5Y)

Largest decline over 5 years

-50.43%

-42.79%

-7.64%

Max Drawdown (10Y)

Largest decline over 10 years

-50.43%

-49.23%

-1.20%

Current Drawdown

Current decline from peak

-14.60%

-19.01%

+4.41%

Average Drawdown

Average peak-to-trough decline

-20.68%

-32.85%

+12.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.49%

7.81%

-2.32%

Volatility

EKJAX vs. EKWAX - Volatility Comparison

The current volatility for Allspring Premier Large Company Growth Fund (EKJAX) is 8.22%, while Allspring Precious Metals Fund (EKWAX) has a volatility of 17.42%. This indicates that EKJAX experiences smaller price fluctuations and is considered to be less risky than EKWAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EKJAXEKWAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.22%

17.42%

-9.20%

Volatility (6M)

Calculated over the trailing 6-month period

14.34%

36.22%

-21.88%

Volatility (1Y)

Calculated over the trailing 1-year period

23.95%

43.87%

-19.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.97%

32.80%

-4.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.33%

33.17%

-7.84%