EKWAX vs. FRESX

In the year-to-date period, EKWAX achieves a 51.89% return, which is significantly higher than FRESX's 2.36% return. Over the past 10 years, EKWAX has outperformed FRESX with an annualized return of 11.57%, while FRESX has yielded a comparatively lower 5.49% annualized return.

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EKWAX has a 1.09% expense ratio, which is higher than FRESX's 0.71% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Allspring Precious Metals Fund (EKWAX) and Fidelity Real Estate Investment Portfolio (FRESX). 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 EKWAX Sharpe Ratio is 1.99, which is higher than the FRESX Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of EKWAX and FRESX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EKWAX's dividend yield for the trailing twelve months is around 0.55%, less than FRESX's 5.45% yield.

The maximum EKWAX drawdown since its inception was -76.76%, roughly equal to the maximum FRESX drawdown of -76.33%. Use the drawdown chart below to compare losses from any high point for EKWAX and FRESX.

Allspring Precious Metals Fund (EKWAX) has a higher volatility of 13.56% compared to Fidelity Real Estate Investment Portfolio (FRESX) at 4.77%. This indicates that EKWAX's price experiences larger fluctuations and is considered to be riskier than FRESX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.