EVUAX vs. EVSAX
Compare and contrast key facts about Allspring Utility and Telecommunications Fund (EVUAX) and Allspring Disciplined U.S. Core Fund (EVSAX).
EVUAX is managed by Allspring Global Investments. It was launched on Jan 3, 1994. EVSAX is managed by Allspring Global Investments. It was launched on Feb 28, 1990.
Performance
EVUAX vs. EVSAX - Performance Comparison
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EVUAX vs. EVSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVUAX Allspring Utility and Telecommunications Fund | 4.92% | 15.41% | 17.68% | -5.17% | -3.47% | 13.95% | 4.19% | 54.25% | 3.25% | 13.66% |
EVSAX Allspring Disciplined U.S. Core Fund | -6.75% | 18.65% | 29.20% | 25.97% | -18.21% | 30.35% | 15.95% | 31.87% | -8.43% | 20.47% |
Returns By Period
In the year-to-date period, EVUAX achieves a 4.92% return, which is significantly higher than EVSAX's -6.75% return. Over the past 10 years, EVUAX has underperformed EVSAX with an annualized return of 11.08%, while EVSAX has yielded a comparatively higher 13.47% annualized return.
EVUAX
- 1D
- 0.43%
- 1M
- -4.30%
- YTD
- 4.92%
- 6M
- 3.81%
- 1Y
- 15.44%
- 3Y*
- 11.56%
- 5Y*
- 7.69%
- 10Y*
- 11.08%
EVSAX
- 1D
- -0.45%
- 1M
- -7.07%
- YTD
- -6.75%
- 6M
- -4.32%
- 1Y
- 16.66%
- 3Y*
- 18.72%
- 5Y*
- 12.23%
- 10Y*
- 13.47%
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EVUAX vs. EVSAX - Expense Ratio Comparison
EVUAX has a 1.04% expense ratio, which is higher than EVSAX's 0.86% expense ratio.
Return for Risk
EVUAX vs. EVSAX — Risk / Return Rank
EVUAX
EVSAX
EVUAX vs. EVSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Utility and Telecommunications Fund (EVUAX) and Allspring Disciplined U.S. Core Fund (EVSAX). 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.
| EVUAX | EVSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.96 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.46 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.15 | 1.28 | +0.87 |
Martin ratioReturn relative to average drawdown | 5.19 | 6.18 | -0.99 |
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
| EVUAX | EVSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.96 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.70 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.74 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.47 | +0.21 |
Correlation
The correlation between EVUAX and EVSAX is 0.67, 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.
Dividends
EVUAX vs. EVSAX - Dividend Comparison
EVUAX's dividend yield for the trailing twelve months is around 5.77%, less than EVSAX's 5.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVUAX Allspring Utility and Telecommunications Fund | 5.77% | 6.17% | 4.70% | 5.76% | 11.09% | 13.01% | 13.60% | 35.11% | 1.96% | 1.75% | 1.34% | 1.95% |
EVSAX Allspring Disciplined U.S. Core Fund | 5.94% | 5.54% | 6.61% | 9.22% | 14.46% | 8.22% | 9.22% | 6.68% | 7.11% | 4.31% | 2.43% | 11.99% |
Drawdowns
EVUAX vs. EVSAX - Drawdown Comparison
The maximum EVUAX drawdown since its inception was -56.00%, roughly equal to the maximum EVSAX drawdown of -53.73%. Use the drawdown chart below to compare losses from any high point for EVUAX and EVSAX.
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Drawdown Indicators
| EVUAX | EVSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.00% | -53.73% | -2.27% |
Max Drawdown (1Y)Largest decline over 1 year | -7.90% | -11.69% | +3.79% |
Max Drawdown (5Y)Largest decline over 5 years | -23.32% | -27.72% | +4.40% |
Max Drawdown (10Y)Largest decline over 10 years | -31.72% | -33.03% | +1.31% |
Current DrawdownCurrent decline from peak | -4.30% | -8.65% | +4.35% |
Average DrawdownAverage peak-to-trough decline | -9.60% | -9.78% | +0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 2.42% | +0.85% |
Volatility
EVUAX vs. EVSAX - Volatility Comparison
Allspring Utility and Telecommunications Fund (EVUAX) has a higher volatility of 4.79% compared to Allspring Disciplined U.S. Core Fund (EVSAX) at 4.18%. This indicates that EVUAX's price experiences larger fluctuations and is considered to be riskier than EVSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EVUAX | EVSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.79% | 4.18% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 9.44% | 9.37% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.63% | 18.15% | -3.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.01% | 17.54% | -0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.04% | 18.35% | +0.69% |