PortfoliosLab logoPortfoliosLab logo
EKVAX vs. VPAIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

EKVAX vs. VPAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allspring Pennsylvania Tax-Free Fund (EKVAX) and Vanguard Pennsylvania Long-Term Tax-Exempt Fund Investor Shares (VPAIX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

EKVAX vs. VPAIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EKVAX
Allspring Pennsylvania Tax-Free Fund
-0.41%3.18%2.70%5.04%-9.21%2.15%3.64%6.85%1.26%5.00%
VPAIX
Vanguard Pennsylvania Long-Term Tax-Exempt Fund Investor Shares
-0.88%5.27%2.59%7.25%-10.20%1.97%5.86%9.05%1.11%6.61%

Returns By Period

In the year-to-date period, EKVAX achieves a -0.41% return, which is significantly higher than VPAIX's -0.88% return. Over the past 10 years, EKVAX has underperformed VPAIX with an annualized return of 1.75%, while VPAIX has yielded a comparatively higher 2.62% annualized return.


EKVAX

1D
0.19%
1M
-2.12%
YTD
-0.41%
6M
1.06%
1Y
3.20%
3Y*
2.79%
5Y*
0.55%
10Y*
1.75%

VPAIX

1D
0.28%
1M
-2.82%
YTD
-0.88%
6M
1.35%
1Y
4.37%
3Y*
3.71%
5Y*
1.13%
10Y*
2.62%
*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.


EKVAX vs. VPAIX - Expense Ratio Comparison

EKVAX has a 0.74% expense ratio, which is higher than VPAIX's 0.17% expense ratio.


Return for Risk

EKVAX vs. VPAIX — Risk / Return Rank

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

EKVAX
EKVAX Risk / Return Rank: 3333
Overall Rank
EKVAX Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
EKVAX Sortino Ratio Rank: 2727
Sortino Ratio Rank
EKVAX Omega Ratio Rank: 5050
Omega Ratio Rank
EKVAX Calmar Ratio Rank: 3232
Calmar Ratio Rank
EKVAX Martin Ratio Rank: 2525
Martin Ratio Rank

VPAIX
VPAIX Risk / Return Rank: 4949
Overall Rank
VPAIX Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
VPAIX Sortino Ratio Rank: 4747
Sortino Ratio Rank
VPAIX Omega Ratio Rank: 7474
Omega Ratio Rank
VPAIX Calmar Ratio Rank: 4242
Calmar Ratio Rank
VPAIX Martin Ratio Rank: 3131
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.

EKVAX vs. VPAIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Pennsylvania Tax-Free Fund (EKVAX) and Vanguard Pennsylvania Long-Term Tax-Exempt Fund Investor Shares (VPAIX). 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.


EKVAXVPAIXDifference

Sharpe ratio

Return per unit of total volatility

0.77

0.98

-0.21

Sortino ratio

Return per unit of downside risk

1.05

1.35

-0.30

Omega ratio

Gain probability vs. loss probability

1.21

1.28

-0.07

Calmar ratio

Return relative to maximum drawdown

0.90

1.07

-0.17

Martin ratio

Return relative to average drawdown

2.68

3.33

-0.65

EKVAX vs. VPAIX - Sharpe Ratio Comparison

The current EKVAX Sharpe Ratio is 0.77, which is comparable to the VPAIX Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of EKVAX and VPAIX, 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


EKVAXVPAIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.77

0.98

-0.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.16

0.25

-0.10

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

0.60

-0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

1.46

1.13

+0.33

Correlation

The correlation between EKVAX and VPAIX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

EKVAX vs. VPAIX - Dividend Comparison

EKVAX's dividend yield for the trailing twelve months is around 2.95%, less than VPAIX's 3.69% yield.


TTM20252024202320222021202020192018201720162015
EKVAX
Allspring Pennsylvania Tax-Free Fund
2.95%3.18%3.03%2.70%2.55%2.38%2.70%3.33%3.32%3.13%3.11%3.41%
VPAIX
Vanguard Pennsylvania Long-Term Tax-Exempt Fund Investor Shares
3.69%4.48%4.04%3.25%3.12%2.45%3.16%3.70%3.91%3.93%4.10%3.92%

Drawdowns

EKVAX vs. VPAIX - Drawdown Comparison

The maximum EKVAX drawdown since its inception was -13.30%, smaller than the maximum VPAIX drawdown of -19.51%. Use the drawdown chart below to compare losses from any high point for EKVAX and VPAIX.


Loading graphics...

Drawdown Indicators


EKVAXVPAIXDifference

Max Drawdown

Largest peak-to-trough decline

-13.30%

-19.51%

+6.21%

Max Drawdown (1Y)

Largest decline over 1 year

-4.39%

-5.20%

+0.81%

Max Drawdown (5Y)

Largest decline over 5 years

-13.30%

-15.76%

+2.46%

Max Drawdown (10Y)

Largest decline over 10 years

-13.30%

-15.76%

+2.46%

Current Drawdown

Current decline from peak

-2.12%

-2.82%

+0.70%

Average Drawdown

Average peak-to-trough decline

-1.76%

-2.16%

+0.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.48%

1.68%

-0.20%

Volatility

EKVAX vs. VPAIX - Volatility Comparison

The current volatility for Allspring Pennsylvania Tax-Free Fund (EKVAX) is 0.96%, while Vanguard Pennsylvania Long-Term Tax-Exempt Fund Investor Shares (VPAIX) has a volatility of 1.17%. This indicates that EKVAX experiences smaller price fluctuations and is considered to be less risky than VPAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


EKVAXVPAIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.96%

1.17%

-0.21%

Volatility (6M)

Calculated over the trailing 6-month period

1.52%

1.82%

-0.30%

Volatility (1Y)

Calculated over the trailing 1-year period

4.45%

5.33%

-0.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.54%

4.45%

-0.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.43%

4.39%

-0.96%