MOFIX vs. WSINX
Compare and contrast key facts about Mercer Opportunistic Fixed Income Fund (MOFIX) and Allspring Income Plus Fund (WSINX).
MOFIX is managed by Mercer Funds. It was launched on Aug 20, 2013. WSINX is managed by Allspring Global Investments. It was launched on Jan 30, 2013.
Performance
MOFIX vs. WSINX - Performance Comparison
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MOFIX vs. WSINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
MOFIX Mercer Opportunistic Fixed Income Fund | -2.59% | 8.60% | 2.23% | 12.22% | -11.57% | -1.15% | 5.31% | 3.18% |
WSINX Allspring Income Plus Fund | -0.22% | 6.61% | 5.43% | 9.40% | -9.25% | 3.08% | 8.14% | 4.08% |
Returns By Period
In the year-to-date period, MOFIX achieves a -2.59% return, which is significantly lower than WSINX's -0.22% return.
MOFIX
- 1D
- 0.36%
- 1M
- -2.13%
- YTD
- -2.59%
- 6M
- -1.99%
- 1Y
- 3.35%
- 3Y*
- 5.19%
- 5Y*
- 1.73%
- 10Y*
- —
WSINX
- 1D
- 0.46%
- 1M
- -1.34%
- YTD
- -0.22%
- 6M
- 0.84%
- 1Y
- 4.82%
- 3Y*
- 6.22%
- 5Y*
- 2.63%
- 10Y*
- 4.17%
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MOFIX vs. WSINX - Expense Ratio Comparison
MOFIX has a 0.44% expense ratio, which is lower than WSINX's 0.60% expense ratio.
Return for Risk
MOFIX vs. WSINX — Risk / Return Rank
MOFIX
WSINX
MOFIX vs. WSINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Mercer Opportunistic Fixed Income Fund (MOFIX) and Allspring Income Plus Fund (WSINX). 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.
| MOFIX | WSINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.74 | -0.68 |
Sortino ratioReturn per unit of downside risk | 1.40 | 2.41 | -1.02 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.35 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 2.03 | -0.86 |
Martin ratioReturn relative to average drawdown | 4.67 | 7.71 | -3.04 |
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
| MOFIX | WSINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.74 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.70 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.18 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.91 | -0.61 |
Correlation
The correlation between MOFIX and WSINX is 0.72, 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
MOFIX vs. WSINX - Dividend Comparison
MOFIX's dividend yield for the trailing twelve months is around 3.41%, less than WSINX's 5.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MOFIX Mercer Opportunistic Fixed Income Fund | 3.41% | 3.32% | 6.91% | 6.44% | 3.81% | 4.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WSINX Allspring Income Plus Fund | 5.33% | 4.91% | 5.43% | 5.59% | 3.76% | 6.55% | 3.12% | 3.56% | 3.83% | 2.88% | 2.87% | 1.97% |
Drawdowns
MOFIX vs. WSINX - Drawdown Comparison
The maximum MOFIX drawdown since its inception was -19.96%, which is greater than WSINX's maximum drawdown of -13.31%. Use the drawdown chart below to compare losses from any high point for MOFIX and WSINX.
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Drawdown Indicators
| MOFIX | WSINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.96% | -13.31% | -6.65% |
Max Drawdown (1Y)Largest decline over 1 year | -3.52% | -2.50% | -1.02% |
Max Drawdown (5Y)Largest decline over 5 years | -19.00% | -13.04% | -5.96% |
Max Drawdown (10Y)Largest decline over 10 years | — | -13.31% | — |
Current DrawdownCurrent decline from peak | -3.05% | -1.63% | -1.42% |
Average DrawdownAverage peak-to-trough decline | -5.26% | -2.01% | -3.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.88% | 0.66% | +0.22% |
Volatility
MOFIX vs. WSINX - Volatility Comparison
Mercer Opportunistic Fixed Income Fund (MOFIX) and Allspring Income Plus Fund (WSINX) have volatilities of 1.48% and 1.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MOFIX | WSINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.48% | 1.42% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 2.12% | 1.83% | +0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.87% | 2.92% | +0.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.25% | 3.75% | +3.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.25% | 3.55% | +3.70% |