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GLBIX vs. WARAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GLBIX vs. WARAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Leuthold Global Fund (GLBIX) and Allspring Absolute Return Fund (WARAX). The values are adjusted to include any dividend payments, if applicable.

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GLBIX vs. WARAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GLBIX
Leuthold Global Fund
3.92%17.72%1.08%8.32%-7.91%15.01%7.52%9.36%-12.85%16.84%
WARAX
Allspring Absolute Return Fund
14.79%8.07%5.93%12.53%-2.75%2.25%-3.25%11.65%-5.78%12.11%

Returns By Period

In the year-to-date period, GLBIX achieves a 3.92% return, which is significantly lower than WARAX's 14.79% return. Both investments have delivered pretty close results over the past 10 years, with GLBIX having a 5.54% annualized return and WARAX not far ahead at 5.60%.


GLBIX

1D
-0.71%
1M
-5.31%
YTD
3.92%
6M
6.71%
1Y
18.18%
3Y*
9.78%
5Y*
5.87%
10Y*
5.54%

WARAX

1D
0.48%
1M
1.12%
YTD
14.79%
6M
17.82%
1Y
21.60%
3Y*
13.03%
5Y*
7.02%
10Y*
5.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GLBIX vs. WARAX - Expense Ratio Comparison

GLBIX has a 1.57% expense ratio, which is higher than WARAX's 0.70% expense ratio.


Return for Risk

GLBIX vs. WARAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GLBIX
GLBIX Risk / Return Rank: 9191
Overall Rank
GLBIX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
GLBIX Sortino Ratio Rank: 9393
Sortino Ratio Rank
GLBIX Omega Ratio Rank: 8989
Omega Ratio Rank
GLBIX Calmar Ratio Rank: 9191
Calmar Ratio Rank
GLBIX Martin Ratio Rank: 9090
Martin Ratio Rank

WARAX
WARAX Risk / Return Rank: 9494
Overall Rank
WARAX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
WARAX Sortino Ratio Rank: 9595
Sortino Ratio Rank
WARAX Omega Ratio Rank: 9393
Omega Ratio Rank
WARAX Calmar Ratio Rank: 9898
Calmar Ratio Rank
WARAX Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GLBIX vs. WARAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Leuthold Global Fund (GLBIX) and Allspring Absolute Return Fund (WARAX). 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.


GLBIXWARAXDifference

Sharpe ratio

Return per unit of total volatility

2.08

2.45

-0.37

Sortino ratio

Return per unit of downside risk

2.82

3.28

-0.46

Omega ratio

Gain probability vs. loss probability

1.40

1.45

-0.05

Calmar ratio

Return relative to maximum drawdown

2.68

4.34

-1.66

Martin ratio

Return relative to average drawdown

10.28

10.20

+0.08

GLBIX vs. WARAX - Sharpe Ratio Comparison

The current GLBIX Sharpe Ratio is 2.08, which is comparable to the WARAX Sharpe Ratio of 2.45. The chart below compares the historical Sharpe Ratios of GLBIX and WARAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GLBIXWARAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.08

2.45

-0.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

0.93

-0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.58

0.71

-0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.69

0.59

+0.10

Correlation

The correlation between GLBIX and WARAX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

GLBIX vs. WARAX - Dividend Comparison

GLBIX's dividend yield for the trailing twelve months is around 9.35%, more than WARAX's 1.74% yield.


TTM20252024202320222021202020192018201720162015
GLBIX
Leuthold Global Fund
9.35%9.71%8.31%2.52%5.18%1.89%0.25%1.04%8.48%9.31%9.66%3.75%
WARAX
Allspring Absolute Return Fund
1.74%2.00%10.90%2.80%2.34%3.23%3.34%3.38%2.66%1.77%0.76%1.35%

Drawdowns

GLBIX vs. WARAX - Drawdown Comparison

The maximum GLBIX drawdown since its inception was -26.82%, which is greater than WARAX's maximum drawdown of -23.16%. Use the drawdown chart below to compare losses from any high point for GLBIX and WARAX.


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Drawdown Indicators


GLBIXWARAXDifference

Max Drawdown

Largest peak-to-trough decline

-26.82%

-23.16%

-3.66%

Max Drawdown (1Y)

Largest decline over 1 year

-6.39%

-5.06%

-1.33%

Max Drawdown (5Y)

Largest decline over 5 years

-16.14%

-14.64%

-1.50%

Max Drawdown (10Y)

Largest decline over 10 years

-26.82%

-23.16%

-3.66%

Current Drawdown

Current decline from peak

-6.39%

-0.24%

-6.15%

Average Drawdown

Average peak-to-trough decline

-4.90%

-3.88%

-1.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.67%

2.15%

-0.48%

Volatility

GLBIX vs. WARAX - Volatility Comparison

Leuthold Global Fund (GLBIX) has a higher volatility of 3.94% compared to Allspring Absolute Return Fund (WARAX) at 3.66%. This indicates that GLBIX's price experiences larger fluctuations and is considered to be riskier than WARAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GLBIXWARAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.94%

3.66%

+0.28%

Volatility (6M)

Calculated over the trailing 6-month period

6.43%

7.21%

-0.78%

Volatility (1Y)

Calculated over the trailing 1-year period

8.61%

8.83%

-0.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.06%

7.60%

+1.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.55%

7.91%

+1.64%