IPBAX vs. WFMIX
Compare and contrast key facts about Allspring Real Return Fund (IPBAX) and Allspring Special Mid Cap Value Fund Class I (WFMIX).
IPBAX is managed by Allspring Global Investments. It was launched on Feb 27, 2003. WFMIX is managed by Allspring Global Investments.
Performance
IPBAX vs. WFMIX - Performance Comparison
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IPBAX vs. WFMIX - 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% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 0.81% | 6.14% | 11.95% | 9.54% | -4.65% | 28.53% | 3.27% | 40.27% | -13.12% | 11.16% |
Returns By Period
In the year-to-date period, IPBAX achieves a 11.78% return, which is significantly higher than WFMIX's 0.81% return. Over the past 10 years, IPBAX has underperformed WFMIX with an annualized return of 4.92%, while WFMIX has yielded a comparatively higher 10.19% 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%
WFMIX
- 1D
- -0.41%
- 1M
- -8.75%
- YTD
- 0.81%
- 6M
- 1.39%
- 1Y
- 9.15%
- 3Y*
- 9.18%
- 5Y*
- 7.66%
- 10Y*
- 10.19%
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IPBAX vs. WFMIX - Expense Ratio Comparison
IPBAX has a 0.78% expense ratio, which is lower than WFMIX's 0.80% expense ratio.
Return for Risk
IPBAX vs. WFMIX — Risk / Return Rank
IPBAX
WFMIX
IPBAX vs. WFMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Real Return Fund (IPBAX) and Allspring Special Mid Cap Value Fund Class I (WFMIX). 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 | WFMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.91 | 0.56 | +2.34 |
Sortino ratioReturn per unit of downside risk | 3.98 | 0.92 | +3.06 |
Omega ratioGain probability vs. loss probability | 1.53 | 1.12 | +0.42 |
Calmar ratioReturn relative to maximum drawdown | 6.12 | 0.72 | +5.40 |
Martin ratioReturn relative to average drawdown | 22.57 | 2.55 | +20.02 |
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 | WFMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.91 | 0.56 | +2.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.45 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.54 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.45 | +0.25 |
Correlation
The correlation between IPBAX and WFMIX is 0.10, 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. WFMIX - Dividend Comparison
IPBAX's dividend yield for the trailing twelve months is around 2.33%, less than WFMIX's 11.15% 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% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 11.15% | 11.24% | 8.00% | 5.51% | 8.71% | 9.87% | 0.66% | 7.48% | 2.74% | 4.41% | 1.44% | 4.47% |
Drawdowns
IPBAX vs. WFMIX - Drawdown Comparison
The maximum IPBAX drawdown since its inception was -15.13%, smaller than the maximum WFMIX drawdown of -52.70%. Use the drawdown chart below to compare losses from any high point for IPBAX and WFMIX.
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Drawdown Indicators
| IPBAX | WFMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.13% | -52.70% | +37.57% |
Max Drawdown (1Y)Largest decline over 1 year | -3.84% | -11.57% | +7.73% |
Max Drawdown (5Y)Largest decline over 5 years | -13.94% | -22.13% | +8.19% |
Max Drawdown (10Y)Largest decline over 10 years | -13.94% | -43.80% | +29.86% |
Current DrawdownCurrent decline from peak | -0.38% | -8.99% | +8.61% |
Average DrawdownAverage peak-to-trough decline | -3.15% | -7.53% | +4.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 3.27% | -2.23% |
Volatility
IPBAX vs. WFMIX - Volatility Comparison
The current volatility for Allspring Real Return Fund (IPBAX) is 3.22%, while Allspring Special Mid Cap Value Fund Class I (WFMIX) has a volatility of 4.89%. This indicates that IPBAX experiences smaller price fluctuations and is considered to be less risky than WFMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IPBAX | WFMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.22% | 4.89% | -1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 6.48% | 10.28% | -3.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.01% | 17.39% | -9.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.12% | 17.15% | -10.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.93% | 18.86% | -12.93% |