ESPAX vs. STYAX
Compare and contrast key facts about Allspring Special Small Cap Value Fund (ESPAX) and Allspring Core Plus Bond Fund (STYAX).
ESPAX is managed by Allspring Global Investments. It was launched on May 7, 1993. STYAX is managed by Allspring Global Investments. It was launched on Jul 13, 1998.
Performance
ESPAX vs. STYAX - Performance Comparison
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ESPAX vs. STYAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ESPAX Allspring Special Small Cap Value Fund | -1.86% | -3.10% | 6.44% | 18.65% | -13.94% | 27.61% | 1.16% | 28.03% | -13.77% | 11.08% |
STYAX Allspring Core Plus Bond Fund | -0.49% | 7.03% | 2.05% | 6.45% | -14.29% | -0.16% | 11.30% | 9.11% | -0.52% | 5.33% |
Returns By Period
In the year-to-date period, ESPAX achieves a -1.86% return, which is significantly lower than STYAX's -0.49% return. Over the past 10 years, ESPAX has outperformed STYAX with an annualized return of 7.26%, while STYAX has yielded a comparatively lower 2.56% annualized return.
ESPAX
- 1D
- -0.12%
- 1M
- -8.61%
- YTD
- -1.86%
- 6M
- -0.56%
- 1Y
- 1.56%
- 3Y*
- 5.23%
- 5Y*
- 2.01%
- 10Y*
- 7.26%
STYAX
- 1D
- 0.54%
- 1M
- -2.27%
- YTD
- -0.49%
- 6M
- 0.43%
- 1Y
- 3.96%
- 3Y*
- 3.86%
- 5Y*
- 0.31%
- 10Y*
- 2.56%
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ESPAX vs. STYAX - Expense Ratio Comparison
ESPAX has a 1.24% expense ratio, which is higher than STYAX's 0.69% expense ratio.
Return for Risk
ESPAX vs. STYAX — Risk / Return Rank
ESPAX
STYAX
ESPAX vs. STYAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Special Small Cap Value Fund (ESPAX) and Allspring Core Plus Bond Fund (STYAX). 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.
| ESPAX | STYAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.08 | 0.99 | -0.91 |
Sortino ratioReturn per unit of downside risk | 0.28 | 1.42 | -1.14 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.18 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | -0.01 | 1.65 | -1.66 |
Martin ratioReturn relative to average drawdown | -0.04 | 5.07 | -5.10 |
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
| ESPAX | STYAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.08 | 0.99 | -0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.06 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.55 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 1.00 | -0.58 |
Correlation
The correlation between ESPAX and STYAX is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
ESPAX vs. STYAX - Dividend Comparison
ESPAX's dividend yield for the trailing twelve months is around 8.41%, more than STYAX's 4.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESPAX Allspring Special Small Cap Value Fund | 8.41% | 8.26% | 10.10% | 2.07% | 6.24% | 6.34% | 0.39% | 1.68% | 7.90% | 5.33% | 2.25% | 2.33% |
STYAX Allspring Core Plus Bond Fund | 4.55% | 4.52% | 4.58% | 3.94% | 2.48% | 2.39% | 5.18% | 3.67% | 2.70% | 2.61% | 2.81% | 2.23% |
Drawdowns
ESPAX vs. STYAX - Drawdown Comparison
The maximum ESPAX drawdown since its inception was -61.14%, which is greater than STYAX's maximum drawdown of -18.83%. Use the drawdown chart below to compare losses from any high point for ESPAX and STYAX.
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Drawdown Indicators
| ESPAX | STYAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.14% | -18.83% | -42.31% |
Max Drawdown (1Y)Largest decline over 1 year | -13.80% | -2.80% | -11.00% |
Max Drawdown (5Y)Largest decline over 5 years | -26.84% | -18.83% | -8.01% |
Max Drawdown (10Y)Largest decline over 10 years | -43.28% | -18.83% | -24.45% |
Current DrawdownCurrent decline from peak | -12.69% | -2.27% | -10.42% |
Average DrawdownAverage peak-to-trough decline | -9.17% | -2.40% | -6.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.15% | 0.91% | +4.24% |
Volatility
ESPAX vs. STYAX - Volatility Comparison
Allspring Special Small Cap Value Fund (ESPAX) has a higher volatility of 5.65% compared to Allspring Core Plus Bond Fund (STYAX) at 1.56%. This indicates that ESPAX's price experiences larger fluctuations and is considered to be riskier than STYAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ESPAX | STYAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.65% | 1.56% | +4.09% |
Volatility (6M)Calculated over the trailing 6-month period | 12.34% | 2.38% | +9.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.82% | 4.12% | +17.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.18% | 5.63% | +14.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.34% | 4.67% | +16.67% |