PortfoliosLab logoPortfoliosLab logo
EKJAX vs. MNTRX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EKJAX vs. MNTRX - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, EKJAX achieves a 7.22% return, which is significantly higher than MNTRX's 0.29% return. Over the past 10 years, EKJAX has outperformed MNTRX with an annualized return of 16.44%, while MNTRX has yielded a comparatively lower 1.43% annualized return.


EKJAX

1D
0.50%
1M
3.80%
YTD
7.22%
6M
5.67%
1Y
19.23%
3Y*
24.27%
5Y*
10.74%
10Y*
16.44%

MNTRX

1D
0.00%
1M
0.52%
YTD
0.29%
6M
0.18%
1Y
5.25%
3Y*
3.88%
5Y*
-0.10%
10Y*
1.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EKJAX vs. MNTRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EKJAX
Allspring Premier Large Company Growth Fund
7.22%16.28%36.91%33.14%-33.88%13.07%39.03%45.22%1.13%34.03%
MNTRX
Allspring Core Bond Fund
0.29%7.16%1.38%5.37%-13.82%-2.10%8.51%8.18%-0.57%3.28%

Correlation

The correlation between EKJAX and MNTRX is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.22

Correlation (3Y)
Calculated over the trailing 3-year period

0.15

Correlation (5Y)
Calculated over the trailing 5-year period

0.13

Correlation (10Y)
Calculated over the trailing 10-year period

0.03

Correlation (All Time)
Calculated using the full available price history since Jan 5, 1999

-0.12

The correlation between EKJAX and MNTRX shifts across timeframes, from -0.12 (all time) to 0.22 (1 year), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

EKJAX vs. MNTRX — Risk / Return Rank

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

EKJAX
EKJAX Risk / Return Rank: 1414
Overall Rank
EKJAX Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
EKJAX Sortino Ratio Rank: 1515
Sortino Ratio Rank
EKJAX Omega Ratio Rank: 1515
Omega Ratio Rank
EKJAX Calmar Ratio Rank: 1111
Calmar Ratio Rank
EKJAX Martin Ratio Rank: 1212
Martin Ratio Rank

MNTRX
MNTRX Risk / Return Rank: 2121
Overall Rank
MNTRX Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
MNTRX Sortino Ratio Rank: 2222
Sortino Ratio Rank
MNTRX Omega Ratio Rank: 2020
Omega Ratio Rank
MNTRX Calmar Ratio Rank: 2222
Calmar Ratio Rank
MNTRX Martin Ratio Rank: 2020
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. MNTRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Premier Large Company Growth Fund (EKJAX) and Allspring Core Bond Fund (MNTRX). 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.


EKJAXMNTRXDifference
Sharpe ratioReturn per unit of total volatility

-0.22

Sortino ratioReturn per unit of downside risk

-0.39

Omega ratioGain probability vs. loss probability

1.20

1.24

-0.04

Calmar ratioReturn relative to maximum drawdown

1.11

1.72

-0.61

Martin ratioReturn relative to average drawdown

3.54

5.28

-1.74

EKJAX vs. MNTRX - Sharpe Ratio Comparison

The current EKJAX Sharpe Ratio is 1.11, which is comparable to the MNTRX Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of EKJAX and MNTRX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


EKJAXMNTRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.11

1.33

-0.22

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

-0.02

+0.40

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.65

0.29

+0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.92

-0.52

Drawdowns

EKJAX vs. MNTRX - Drawdown Comparison

The maximum EKJAX drawdown since its inception was -59.70%, which is greater than MNTRX's maximum drawdown of -19.36%. Use the drawdown chart below to compare losses from any high point for EKJAX and MNTRX.


Loading charts...

Drawdown Indicators


EKJAXMNTRXDifference

Max Drawdown

Largest peak-to-trough decline

-59.70%

-19.36%

-40.34%

Max Drawdown (1Y)

Largest decline over 1 year

-18.10%

-3.06%

-15.04%

Max Drawdown (3Y)

Largest decline over 3 years

-25.48%

-6.27%

-19.21%

Max Drawdown (5Y)

Largest decline over 5 years

-50.43%

-18.91%

-31.52%

Max Drawdown (10Y)

Largest decline over 10 years

-50.43%

-19.36%

-31.07%

Current Drawdown

Current decline from peak

0.00%

-3.14%

+3.14%

Average Drawdown

Average peak-to-trough decline

-20.57%

-2.46%

-18.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.65%

1.00%

+4.65%

Volatility

EKJAX vs. MNTRX - Volatility Comparison

Allspring Premier Large Company Growth Fund (EKJAX) has a higher volatility of 4.55% compared to Allspring Core Bond Fund (MNTRX) at 1.38%. This indicates that EKJAX's price experiences larger fluctuations and is considered to be riskier than MNTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


EKJAXMNTRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.55%

1.38%

+3.17%

Volatility (6M)

Calculated over the trailing 6-month period

14.02%

2.89%

+11.13%

Volatility (1Y)

Calculated over the trailing 1-year period

18.05%

3.98%

+14.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.95%

6.04%

+21.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.39%

4.96%

+20.43%

EKJAX vs. MNTRX - Expense Ratio Comparison

EKJAX has a 1.11% expense ratio, which is higher than MNTRX's 0.70% expense ratio.


Dividends

EKJAX vs. MNTRX - Dividend Comparison

EKJAX's dividend yield for the trailing twelve months is around 30.23%, more than MNTRX's 4.06% yield.


PositionTTM20252024202320222021202020192018201720162015
EKJAX
Allspring Premier Large Company Growth Fund
30.23%32.41%20.46%40.04%0.00%27.04%12.00%16.22%21.24%28.36%11.30%7.21%
MNTRX
Allspring Core Bond Fund
4.06%4.07%4.13%3.19%1.85%1.75%6.35%2.46%2.33%1.74%1.97%1.45%

Frequently Asked Questions


EKJAX and MNTRX have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EKJAX has higher volatility (4.55%) compared to MNTRX (1.38%). In terms of maximum drawdown, EKJAX dropped -59.70% vs MNTRX's -19.36%.

MNTRX currently has the higher Sharpe Ratio (1.33 vs 1.11), 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.

Portfolio Optimizer

Find the right allocation for EKJAX and MNTRX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer