EKWAX vs. WFMIX
Compare and contrast key facts about Allspring Precious Metals Fund (EKWAX) and Allspring Special Mid Cap Value Fund Class I (WFMIX).
EKWAX is managed by Allspring Global Investments. It was launched on Jan 19, 1998. WFMIX is managed by Allspring Global Investments.
Performance
EKWAX vs. WFMIX - Performance Comparison
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EKWAX vs. WFMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EKWAX Allspring Precious Metals Fund | 8.92% | 163.65% | 21.28% | 8.83% | -7.75% | -11.00% | 24.40% | 40.35% | -12.83% | 9.66% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 3.16% | 6.14% | 11.95% | 9.54% | -4.65% | 28.53% | 3.27% | 40.27% | -13.12% | 11.16% |
Returns By Period
In the year-to-date period, EKWAX achieves a 8.92% return, which is significantly higher than WFMIX's 3.16% return. Over the past 10 years, EKWAX has outperformed WFMIX with an annualized return of 18.20%, while WFMIX has yielded a comparatively lower 10.45% annualized return.
EKWAX
- 1D
- 6.98%
- 1M
- -18.83%
- YTD
- 8.92%
- 6M
- 26.99%
- 1Y
- 114.34%
- 3Y*
- 49.72%
- 5Y*
- 27.92%
- 10Y*
- 18.20%
WFMIX
- 1D
- 2.33%
- 1M
- -6.76%
- YTD
- 3.16%
- 6M
- 3.51%
- 1Y
- 11.50%
- 3Y*
- 10.02%
- 5Y*
- 7.88%
- 10Y*
- 10.45%
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EKWAX vs. WFMIX - Expense Ratio Comparison
EKWAX has a 1.09% expense ratio, which is higher than WFMIX's 0.80% expense ratio.
Return for Risk
EKWAX vs. WFMIX — Risk / Return Rank
EKWAX
WFMIX
EKWAX vs. WFMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Precious Metals Fund (EKWAX) and Allspring Special Mid Cap Value Fund Class I (WFMIX). 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.
| EKWAX | WFMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.63 | 0.67 | +1.96 |
Sortino ratioReturn per unit of downside risk | 2.76 | 1.07 | +1.69 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.14 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 4.00 | 1.06 | +2.94 |
Martin ratioReturn relative to average drawdown | 14.89 | 3.71 | +11.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EKWAX | WFMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.63 | 0.67 | +1.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.46 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.56 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.45 | -0.12 |
Correlation
The correlation between EKWAX and WFMIX is 0.28, 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.
Dividends
EKWAX vs. WFMIX - Dividend Comparison
EKWAX's dividend yield for the trailing twelve months is around 1.10%, less than WFMIX's 10.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EKWAX Allspring Precious Metals Fund | 1.10% | 1.19% | 0.84% | 0.00% | 2.01% | 1.35% | 1.45% | 0.11% | 0.00% | 1.34% | 1.11% | 0.00% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 10.90% | 11.24% | 8.00% | 5.51% | 8.71% | 9.87% | 0.66% | 7.48% | 2.74% | 4.41% | 1.44% | 4.47% |
Drawdowns
EKWAX vs. WFMIX - Drawdown Comparison
The maximum EKWAX drawdown since its inception was -76.76%, which is greater than WFMIX's maximum drawdown of -52.70%. Use the drawdown chart below to compare losses from any high point for EKWAX and WFMIX.
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Drawdown Indicators
| EKWAX | WFMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.76% | -52.70% | -24.06% |
Max Drawdown (1Y)Largest decline over 1 year | -29.03% | -11.57% | -17.46% |
Max Drawdown (5Y)Largest decline over 5 years | -42.79% | -22.13% | -20.66% |
Max Drawdown (10Y)Largest decline over 10 years | -49.23% | -43.80% | -5.43% |
Current DrawdownCurrent decline from peak | -19.01% | -6.87% | -12.14% |
Average DrawdownAverage peak-to-trough decline | -32.85% | -7.53% | -25.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.81% | 3.30% | +4.51% |
Volatility
EKWAX vs. WFMIX - Volatility Comparison
Allspring Precious Metals Fund (EKWAX) has a higher volatility of 17.42% compared to Allspring Special Mid Cap Value Fund Class I (WFMIX) at 5.58%. This indicates that EKWAX's price experiences larger fluctuations and is considered to be riskier than WFMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EKWAX | WFMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.42% | 5.58% | +11.84% |
Volatility (6M)Calculated over the trailing 6-month period | 36.22% | 10.53% | +25.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 43.87% | 17.51% | +26.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.80% | 17.17% | +15.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.17% | 18.87% | +14.30% |