IPBAX vs. SENAX
Compare and contrast key facts about Allspring Real Return Fund (IPBAX) and Allspring Discovery Mid Cap Growth Fund (SENAX).
IPBAX is managed by Allspring Global Investments. It was launched on Feb 27, 2003. SENAX is managed by Allspring Global Investments. It was launched on Feb 24, 2000.
Performance
IPBAX vs. SENAX - Performance Comparison
Loading graphics...
IPBAX vs. SENAX - 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% |
SENAX Allspring Discovery Mid Cap Growth Fund | -9.06% | 13.41% | 19.25% | 24.00% | -41.92% | 2.58% | 57.96% | 40.64% | -5.97% | 28.54% |
Returns By Period
In the year-to-date period, IPBAX achieves a 11.78% return, which is significantly higher than SENAX's -9.06% return. Over the past 10 years, IPBAX has underperformed SENAX with an annualized return of 4.92%, while SENAX has yielded a comparatively higher 10.26% 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%
SENAX
- 1D
- -1.54%
- 1M
- -11.15%
- YTD
- -9.06%
- 6M
- -11.07%
- 1Y
- 15.13%
- 3Y*
- 11.09%
- 5Y*
- -0.94%
- 10Y*
- 10.26%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IPBAX vs. SENAX - Expense Ratio Comparison
IPBAX has a 0.78% expense ratio, which is lower than SENAX's 1.18% expense ratio.
Return for Risk
IPBAX vs. SENAX — Risk / Return Rank
IPBAX
SENAX
IPBAX vs. SENAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Real Return Fund (IPBAX) and Allspring Discovery Mid Cap Growth Fund (SENAX). 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 | SENAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.91 | 0.58 | +2.32 |
Sortino ratioReturn per unit of downside risk | 3.98 | 1.00 | +2.98 |
Omega ratioGain probability vs. loss probability | 1.53 | 1.13 | +0.40 |
Calmar ratioReturn relative to maximum drawdown | 6.12 | 0.87 | +5.25 |
Martin ratioReturn relative to average drawdown | 22.57 | 3.02 | +19.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IPBAX | SENAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.91 | 0.58 | +2.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | -0.03 | +0.92 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.40 | +0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.28 | +0.42 |
Correlation
The correlation between IPBAX and SENAX is 0.09, 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. SENAX - Dividend Comparison
IPBAX's dividend yield for the trailing twelve months is around 2.33%, less than SENAX's 13.27% 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% |
SENAX Allspring Discovery Mid Cap Growth Fund | 13.27% | 12.06% | 10.88% | 2.46% | 0.00% | 17.81% | 9.16% | 6.59% | 15.14% | 11.23% | 4.58% | 8.37% |
Drawdowns
IPBAX vs. SENAX - Drawdown Comparison
The maximum IPBAX drawdown since its inception was -15.13%, smaller than the maximum SENAX drawdown of -58.34%. Use the drawdown chart below to compare losses from any high point for IPBAX and SENAX.
Loading graphics...
Drawdown Indicators
| IPBAX | SENAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.13% | -58.34% | +43.21% |
Max Drawdown (1Y)Largest decline over 1 year | -3.84% | -13.59% | +9.75% |
Max Drawdown (5Y)Largest decline over 5 years | -13.94% | -55.14% | +41.20% |
Max Drawdown (10Y)Largest decline over 10 years | -13.94% | -55.14% | +41.20% |
Current DrawdownCurrent decline from peak | -0.38% | -26.63% | +26.25% |
Average DrawdownAverage peak-to-trough decline | -3.15% | -17.72% | +14.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 3.89% | -2.85% |
Volatility
IPBAX vs. SENAX - Volatility Comparison
The current volatility for Allspring Real Return Fund (IPBAX) is 3.22%, while Allspring Discovery Mid Cap Growth Fund (SENAX) has a volatility of 7.31%. This indicates that IPBAX experiences smaller price fluctuations and is considered to be less risky than SENAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IPBAX | SENAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.22% | 7.31% | -4.09% |
Volatility (6M)Calculated over the trailing 6-month period | 6.48% | 14.32% | -7.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.01% | 24.77% | -16.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.12% | 28.82% | -21.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.93% | 25.70% | -19.77% |