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EKWAX vs. VEIPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between EKWAX and VEIPX is 0.19, 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.


Performance

EKWAX vs. VEIPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allspring Precious Metals Fund (EKWAX) and Vanguard Equity Income Fund Investor Shares (VEIPX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

EKWAX:

1.62

VEIPX:

0.16

Sortino Ratio

EKWAX:

2.25

VEIPX:

0.31

Omega Ratio

EKWAX:

1.30

VEIPX:

1.05

Calmar Ratio

EKWAX:

1.27

VEIPX:

0.14

Martin Ratio

EKWAX:

7.82

VEIPX:

0.41

Ulcer Index

EKWAX:

7.12%

VEIPX:

6.51%

Daily Std Dev

EKWAX:

32.00%

VEIPX:

17.91%

Max Drawdown

EKWAX:

-77.82%

VEIPX:

-56.84%

Current Drawdown

EKWAX:

-6.70%

VEIPX:

-7.35%

Returns By Period

In the year-to-date period, EKWAX achieves a 46.27% return, which is significantly higher than VEIPX's 4.06% return. Over the past 10 years, EKWAX has outperformed VEIPX with an annualized return of 10.91%, while VEIPX has yielded a comparatively lower 6.00% annualized return.


EKWAX

YTD

46.27%

1M

-3.64%

6M

36.08%

1Y

51.49%

3Y*

21.53%

5Y*

10.05%

10Y*

10.91%

VEIPX

YTD

4.06%

1M

7.30%

6M

-4.72%

1Y

2.92%

3Y*

4.14%

5Y*

9.63%

10Y*

6.00%

*Annualized

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Allspring Precious Metals Fund

EKWAX vs. VEIPX - Expense Ratio Comparison

EKWAX has a 1.09% expense ratio, which is higher than VEIPX's 0.28% expense ratio.


Risk-Adjusted Performance

EKWAX vs. VEIPX — Risk-Adjusted Performance Rank

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

EKWAX
The Risk-Adjusted Performance Rank of EKWAX is 9090
Overall Rank
The Sharpe Ratio Rank of EKWAX is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of EKWAX is 9090
Sortino Ratio Rank
The Omega Ratio Rank of EKWAX is 8989
Omega Ratio Rank
The Calmar Ratio Rank of EKWAX is 8888
Calmar Ratio Rank
The Martin Ratio Rank of EKWAX is 9292
Martin Ratio Rank

VEIPX
The Risk-Adjusted Performance Rank of VEIPX is 2828
Overall Rank
The Sharpe Ratio Rank of VEIPX is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of VEIPX is 2727
Sortino Ratio Rank
The Omega Ratio Rank of VEIPX is 2929
Omega Ratio Rank
The Calmar Ratio Rank of VEIPX is 3030
Calmar Ratio Rank
The Martin Ratio Rank of VEIPX is 2727
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

EKWAX vs. VEIPX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Precious Metals Fund (EKWAX) and Vanguard Equity Income Fund Investor Shares (VEIPX). 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 1.62, which is higher than the VEIPX Sharpe Ratio of 0.16. The chart below compares the historical Sharpe Ratios of EKWAX and VEIPX, 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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Dividends

EKWAX vs. VEIPX - Dividend Comparison

EKWAX's dividend yield for the trailing twelve months is around 0.57%, less than VEIPX's 2.81% yield.


TTM20242023202220212020201920182017201620152014
EKWAX
Allspring Precious Metals Fund
0.57%0.84%0.00%2.01%1.35%1.45%0.11%0.00%1.34%1.11%0.00%0.00%
VEIPX
Vanguard Equity Income Fund Investor Shares
2.81%2.81%2.94%2.93%2.40%2.62%2.63%3.15%2.45%2.74%2.96%2.69%

Drawdowns

EKWAX vs. VEIPX - Drawdown Comparison

The maximum EKWAX drawdown since its inception was -77.82%, which is greater than VEIPX's maximum drawdown of -56.84%. Use the drawdown chart below to compare losses from any high point for EKWAX and VEIPX. For additional features, visit the drawdowns tool.


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Volatility

EKWAX vs. VEIPX - Volatility Comparison

Allspring Precious Metals Fund (EKWAX) has a higher volatility of 13.77% compared to Vanguard Equity Income Fund Investor Shares (VEIPX) at 3.90%. This indicates that EKWAX's price experiences larger fluctuations and is considered to be riskier than VEIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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