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

Performance

EKJAX vs. WARAX - Performance Comparison

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

Loading graphics...

EKJAX vs. WARAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EKJAX
Allspring Premier Large Company Growth Fund
-13.16%16.28%36.91%33.14%-33.88%13.07%39.03%45.22%1.13%34.03%
WARAX
Allspring Absolute Return Fund
14.79%8.07%5.93%12.53%-2.75%2.25%-3.25%11.65%-5.78%12.11%

Returns By Period

In the year-to-date period, EKJAX achieves a -13.16% return, which is significantly lower than WARAX's 14.79% return. Over the past 10 years, EKJAX has outperformed WARAX with an annualized return of 14.16%, while WARAX has yielded a comparatively lower 5.60% annualized return.


EKJAX

1D
-1.09%
1M
-10.80%
YTD
-13.16%
6M
-15.55%
1Y
12.74%
3Y*
18.22%
5Y*
6.34%
10Y*
14.16%

WARAX

1D
0.48%
1M
1.12%
YTD
14.79%
6M
17.82%
1Y
21.60%
3Y*
13.03%
5Y*
7.02%
10Y*
5.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


EKJAX vs. WARAX - Expense Ratio Comparison

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


Return for Risk

EKJAX vs. WARAX — Risk / Return Rank

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

EKJAX
EKJAX Risk / Return Rank: 2121
Overall Rank
EKJAX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
EKJAX Sortino Ratio Rank: 2323
Sortino Ratio Rank
EKJAX Omega Ratio Rank: 2222
Omega Ratio Rank
EKJAX Calmar Ratio Rank: 1818
Calmar Ratio Rank
EKJAX Martin Ratio Rank: 1818
Martin Ratio Rank

WARAX
WARAX Risk / Return Rank: 9494
Overall Rank
WARAX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
WARAX Sortino Ratio Rank: 9595
Sortino Ratio Rank
WARAX Omega Ratio Rank: 9393
Omega Ratio Rank
WARAX Calmar Ratio Rank: 9898
Calmar Ratio Rank
WARAX Martin Ratio Rank: 9090
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. WARAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Premier Large Company Growth Fund (EKJAX) and Allspring Absolute Return Fund (WARAX). 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.


EKJAXWARAXDifference

Sharpe ratio

Return per unit of total volatility

0.53

2.45

-1.92

Sortino ratio

Return per unit of downside risk

0.91

3.28

-2.37

Omega ratio

Gain probability vs. loss probability

1.13

1.45

-0.32

Calmar ratio

Return relative to maximum drawdown

0.54

4.34

-3.80

Martin ratio

Return relative to average drawdown

1.81

10.20

-8.40

EKJAX vs. WARAX - Sharpe Ratio Comparison

The current EKJAX Sharpe Ratio is 0.53, which is lower than the WARAX Sharpe Ratio of 2.45. The chart below compares the historical Sharpe Ratios of EKJAX and WARAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


EKJAXWARAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.53

2.45

-1.92

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.23

0.93

-0.70

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.56

0.71

-0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.59

-0.23

Correlation

The correlation between EKJAX and WARAX is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

EKJAX vs. WARAX - Dividend Comparison

EKJAX's dividend yield for the trailing twelve months is around 37.32%, more than WARAX's 1.74% yield.


TTM20252024202320222021202020192018201720162015
EKJAX
Allspring Premier Large Company Growth Fund
37.32%32.41%20.46%40.04%0.00%27.04%12.00%16.22%21.24%28.36%11.30%7.21%
WARAX
Allspring Absolute Return Fund
1.74%2.00%10.90%2.80%2.34%3.23%3.34%3.38%2.66%1.77%0.76%1.35%

Drawdowns

EKJAX vs. WARAX - Drawdown Comparison

The maximum EKJAX drawdown since its inception was -59.70%, which is greater than WARAX's maximum drawdown of -23.16%. Use the drawdown chart below to compare losses from any high point for EKJAX and WARAX.


Loading graphics...

Drawdown Indicators


EKJAXWARAXDifference

Max Drawdown

Largest peak-to-trough decline

-59.70%

-23.16%

-36.54%

Max Drawdown (1Y)

Largest decline over 1 year

-18.10%

-5.06%

-13.04%

Max Drawdown (5Y)

Largest decline over 5 years

-50.43%

-14.64%

-35.79%

Max Drawdown (10Y)

Largest decline over 10 years

-50.43%

-23.16%

-27.27%

Current Drawdown

Current decline from peak

-18.10%

-0.24%

-17.86%

Average Drawdown

Average peak-to-trough decline

-20.68%

-3.88%

-16.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.41%

2.15%

+3.26%

Volatility

EKJAX vs. WARAX - Volatility Comparison

Allspring Premier Large Company Growth Fund (EKJAX) has a higher volatility of 6.72% compared to Allspring Absolute Return Fund (WARAX) at 3.66%. This indicates that EKJAX's price experiences larger fluctuations and is considered to be riskier than WARAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


EKJAXWARAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.72%

3.66%

+3.06%

Volatility (6M)

Calculated over the trailing 6-month period

13.71%

7.21%

+6.50%

Volatility (1Y)

Calculated over the trailing 1-year period

23.62%

8.83%

+14.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.92%

7.60%

+20.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.30%

7.91%

+17.39%