EVSAX vs. PRPFX
Compare and contrast key facts about Allspring Disciplined U.S. Core Fund (EVSAX) and Permanent Portfolio Permanent Portfolio (PRPFX).
EVSAX is managed by Allspring Global Investments. It was launched on Feb 28, 1990. PRPFX is managed by Permanent Portfolio. It was launched on Nov 30, 1982.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EVSAX or PRPFX.
Correlation
The correlation between EVSAX and PRPFX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EVSAX vs. PRPFX - Performance Comparison
Key characteristics
EVSAX:
1.25
PRPFX:
2.68
EVSAX:
1.62
PRPFX:
3.64
EVSAX:
1.25
PRPFX:
1.48
EVSAX:
1.11
PRPFX:
3.93
EVSAX:
5.38
PRPFX:
13.21
EVSAX:
3.44%
PRPFX:
1.95%
EVSAX:
14.84%
PRPFX:
9.63%
EVSAX:
-66.90%
PRPFX:
-31.23%
EVSAX:
-6.76%
PRPFX:
-1.65%
Returns By Period
In the year-to-date period, EVSAX achieves a 2.17% return, which is significantly lower than PRPFX's 6.29% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: EVSAX at 5.50% and PRPFX at 5.50%.
EVSAX
2.17%
-2.00%
2.61%
15.61%
5.94%
5.50%
PRPFX
6.29%
2.11%
9.23%
24.82%
9.50%
5.50%
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EVSAX vs. PRPFX - Expense Ratio Comparison
EVSAX has a 0.86% expense ratio, which is higher than PRPFX's 0.81% expense ratio.
Risk-Adjusted Performance
EVSAX vs. PRPFX — Risk-Adjusted Performance Rank
EVSAX
PRPFX
EVSAX vs. PRPFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Disciplined U.S. Core Fund (EVSAX) and Permanent Portfolio Permanent Portfolio (PRPFX). 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.
Dividends
EVSAX vs. PRPFX - Dividend Comparison
EVSAX's dividend yield for the trailing twelve months is around 0.55%, less than PRPFX's 0.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVSAX Allspring Disciplined U.S. Core Fund | 0.55% | 0.56% | 0.76% | 0.92% | 0.67% | 1.72% | 1.83% | 1.28% | 0.88% | 1.02% | 1.39% | 1.11% |
PRPFX Permanent Portfolio Permanent Portfolio | 0.89% | 0.95% | 0.65% | 0.31% | 0.36% | 0.93% | 0.97% | 0.88% | 0.82% | 0.82% | 1.19% | 0.68% |
Drawdowns
EVSAX vs. PRPFX - Drawdown Comparison
The maximum EVSAX drawdown since its inception was -66.90%, which is greater than PRPFX's maximum drawdown of -31.23%. Use the drawdown chart below to compare losses from any high point for EVSAX and PRPFX. For additional features, visit the drawdowns tool.
Volatility
EVSAX vs. PRPFX - Volatility Comparison
Allspring Disciplined U.S. Core Fund (EVSAX) has a higher volatility of 3.56% compared to Permanent Portfolio Permanent Portfolio (PRPFX) at 3.39%. This indicates that EVSAX's price experiences larger fluctuations and is considered to be riskier than PRPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.