PWTYX vs. EKBAX
Compare and contrast key facts about UBS U.S. Allocation Fund (PWTYX) and Allspring Diversified Capital Builder Fund (EKBAX).
PWTYX is managed by UBS. It was launched on May 9, 1993. EKBAX is managed by Allspring Global Investments. It was launched on Jan 19, 1998.
Performance
PWTYX vs. EKBAX - Performance Comparison
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PWTYX vs. EKBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PWTYX UBS U.S. Allocation Fund | -5.56% | 13.28% | 14.01% | 17.73% | -17.04% | 16.19% | 17.66% | 23.75% | -7.80% | 15.77% |
EKBAX Allspring Diversified Capital Builder Fund | 4.55% | 21.87% | 21.75% | 22.23% | -13.47% | 19.61% | 12.66% | 32.99% | -5.55% | 14.43% |
Returns By Period
In the year-to-date period, PWTYX achieves a -5.56% return, which is significantly lower than EKBAX's 4.55% return. Over the past 10 years, PWTYX has underperformed EKBAX with an annualized return of 8.64%, while EKBAX has yielded a comparatively higher 13.80% annualized return.
PWTYX
- 1D
- -0.20%
- 1M
- -7.61%
- YTD
- -5.56%
- 6M
- -3.44%
- 1Y
- 10.34%
- 3Y*
- 11.12%
- 5Y*
- 5.97%
- 10Y*
- 8.64%
EKBAX
- 1D
- -2.41%
- 1M
- -6.94%
- YTD
- 4.55%
- 6M
- 11.28%
- 1Y
- 36.95%
- 3Y*
- 21.81%
- 5Y*
- 13.92%
- 10Y*
- 13.80%
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PWTYX vs. EKBAX - Expense Ratio Comparison
PWTYX has a 0.70% expense ratio, which is lower than EKBAX's 1.10% expense ratio.
Return for Risk
PWTYX vs. EKBAX — Risk / Return Rank
PWTYX
EKBAX
PWTYX vs. EKBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS U.S. Allocation Fund (PWTYX) and Allspring Diversified Capital Builder Fund (EKBAX). 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.
| PWTYX | EKBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.80 | -0.90 |
Sortino ratioReturn per unit of downside risk | 1.32 | 2.37 | -1.05 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.38 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 2.64 | -1.84 |
Martin ratioReturn relative to average drawdown | 3.21 | 12.94 | -9.73 |
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
| PWTYX | EKBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.80 | -0.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.78 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.80 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.46 | +0.05 |
Correlation
The correlation between PWTYX and EKBAX is 0.90, 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
PWTYX vs. EKBAX - Dividend Comparison
PWTYX's dividend yield for the trailing twelve months is around 9.93%, more than EKBAX's 9.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PWTYX UBS U.S. Allocation Fund | 9.93% | 9.38% | 8.32% | 1.61% | 9.95% | 16.86% | 5.85% | 2.22% | 11.82% | 2.53% | 0.68% | 0.00% |
EKBAX Allspring Diversified Capital Builder Fund | 9.20% | 9.61% | 5.28% | 6.16% | 12.50% | 6.89% | 2.03% | 9.49% | 7.14% | 6.20% | 10.05% | 11.47% |
Drawdowns
PWTYX vs. EKBAX - Drawdown Comparison
The maximum PWTYX drawdown since its inception was -51.86%, smaller than the maximum EKBAX drawdown of -55.64%. Use the drawdown chart below to compare losses from any high point for PWTYX and EKBAX.
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Drawdown Indicators
| PWTYX | EKBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.86% | -55.64% | +3.78% |
Max Drawdown (1Y)Largest decline over 1 year | -8.66% | -13.29% | +4.63% |
Max Drawdown (5Y)Largest decline over 5 years | -21.84% | -24.84% | +3.00% |
Max Drawdown (10Y)Largest decline over 10 years | -25.34% | -32.33% | +6.99% |
Current DrawdownCurrent decline from peak | -7.87% | -7.32% | -0.55% |
Average DrawdownAverage peak-to-trough decline | -7.65% | -8.03% | +0.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.71% | -0.18% |
Volatility
PWTYX vs. EKBAX - Volatility Comparison
The current volatility for UBS U.S. Allocation Fund (PWTYX) is 3.64%, while Allspring Diversified Capital Builder Fund (EKBAX) has a volatility of 5.70%. This indicates that PWTYX experiences smaller price fluctuations and is considered to be less risky than EKBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PWTYX | EKBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.64% | 5.70% | -2.06% |
Volatility (6M)Calculated over the trailing 6-month period | 7.27% | 12.79% | -5.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.91% | 20.75% | -7.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.11% | 17.86% | -4.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.88% | 17.40% | -4.52% |