IPBAX vs. EVSAX
Compare and contrast key facts about Allspring Real Return Fund (IPBAX) and Allspring Disciplined U.S. Core Fund (EVSAX).
IPBAX is managed by Allspring Global Investments. It was launched on Feb 27, 2003. EVSAX is managed by Allspring Global Investments. It was launched on Feb 28, 1990.
Performance
IPBAX vs. EVSAX - Performance Comparison
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IPBAX vs. EVSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IPBAX Allspring Real Return Fund | 11.78% | 10.37% | 8.12% | 5.35% | -10.75% | 7.74% | 8.03% | 9.87% | -4.02% | 4.07% |
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, IPBAX achieves a 11.78% return, which is significantly higher than EVSAX's -6.75% return. Over the past 10 years, IPBAX has underperformed EVSAX with an annualized return of 4.92%, while EVSAX has yielded a comparatively higher 13.47% annualized return.
IPBAX
- 1D
- 0.25%
- 1M
- -0.06%
- YTD
- 11.78%
- 6M
- 13.53%
- 1Y
- 23.01%
- 3Y*
- 10.78%
- 5Y*
- 6.29%
- 10Y*
- 4.92%
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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IPBAX vs. EVSAX - Expense Ratio Comparison
IPBAX has a 0.78% expense ratio, which is lower than EVSAX's 0.86% expense ratio.
Return for Risk
IPBAX vs. EVSAX — Risk / Return Rank
IPBAX
EVSAX
IPBAX vs. EVSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Real Return Fund (IPBAX) 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.
| IPBAX | EVSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.91 | 0.96 | +1.95 |
Sortino ratioReturn per unit of downside risk | 3.98 | 1.46 | +2.52 |
Omega ratioGain probability vs. loss probability | 1.53 | 1.22 | +0.32 |
Calmar ratioReturn relative to maximum drawdown | 6.12 | 1.28 | +4.84 |
Martin ratioReturn relative to average drawdown | 22.57 | 6.18 | +16.39 |
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
| IPBAX | EVSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.91 | 0.96 | +1.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.70 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.74 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.47 | +0.23 |
Correlation
The correlation between IPBAX and EVSAX is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
IPBAX vs. EVSAX - Dividend Comparison
IPBAX's dividend yield for the trailing twelve months is around 2.33%, less than EVSAX's 5.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPBAX Allspring Real Return Fund | 2.33% | 2.58% | 2.26% | 3.71% | 5.07% | 3.84% | 1.26% | 2.12% | 2.57% | 1.96% | 1.77% | 2.13% |
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
IPBAX vs. EVSAX - Drawdown Comparison
The maximum IPBAX drawdown since its inception was -15.13%, smaller than the maximum EVSAX drawdown of -53.73%. Use the drawdown chart below to compare losses from any high point for IPBAX and EVSAX.
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Drawdown Indicators
| IPBAX | EVSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.13% | -53.73% | +38.60% |
Max Drawdown (1Y)Largest decline over 1 year | -3.84% | -11.69% | +7.85% |
Max Drawdown (5Y)Largest decline over 5 years | -13.94% | -27.72% | +13.78% |
Max Drawdown (10Y)Largest decline over 10 years | -13.94% | -33.03% | +19.09% |
Current DrawdownCurrent decline from peak | -0.38% | -8.65% | +8.27% |
Average DrawdownAverage peak-to-trough decline | -3.15% | -9.78% | +6.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 2.42% | -1.38% |
Volatility
IPBAX vs. EVSAX - Volatility Comparison
The current volatility for Allspring Real Return Fund (IPBAX) is 3.22%, while Allspring Disciplined U.S. Core Fund (EVSAX) has a volatility of 4.18%. This indicates that IPBAX experiences smaller price fluctuations and is considered to be less risky 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
| IPBAX | EVSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.22% | 4.18% | -0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 6.48% | 9.37% | -2.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.01% | 18.15% | -10.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.12% | 17.54% | -10.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.93% | 18.35% | -12.42% |