EKWAX vs. VEIPX

In the year-to-date period, EKWAX achieves a 41.30% return, which is significantly higher than VEIPX's 1.14% return. Over the past 10 years, EKWAX has outperformed VEIPX with an annualized return of 10.73%, while VEIPX has yielded a comparatively lower 5.92% annualized return.

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

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 2.05, which is higher than the VEIPX Sharpe Ratio of 0.24. 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.

EKWAX's dividend yield for the trailing twelve months is around 0.59%, less than VEIPX's 2.89% yield.

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.

Allspring Precious Metals Fund (EKWAX) has a higher volatility of 15.15% compared to Vanguard Equity Income Fund Investor Shares (VEIPX) at 11.30%. 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.