EVSAX vs. EKBAX

In the year-to-date period, EVSAX achieves a 1.43% return, which is significantly higher than EKBAX's -1.09% return. Over the past 10 years, EVSAX has outperformed EKBAX with an annualized return of 12.30%, while EKBAX has yielded a comparatively lower 10.37% annualized return.

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EVSAX has a 0.86% expense ratio, which is lower than EKBAX's 1.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Allspring Disciplined U.S. Core Fund (EVSAX) and Allspring Diversified Capital Builder Fund (EKBAX). 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 EVSAX Sharpe Ratio is 0.81, which is higher than the EKBAX Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of EVSAX and EKBAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EVSAX's dividend yield for the trailing twelve months is around 6.51%, more than EKBAX's 5.44% yield.

The maximum EVSAX drawdown since its inception was -53.73%, roughly equal to the maximum EKBAX drawdown of -55.64%. Use the drawdown chart below to compare losses from any high point for EVSAX and EKBAX.

Allspring Disciplined U.S. Core Fund (EVSAX) and Allspring Diversified Capital Builder Fund (EKBAX) have volatilities of 4.67% and 4.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.