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RSVAX vs. WFPAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RSVAX vs. WFPAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory RS Value Fund (RSVAX) and Allspring Special Mid Cap Value Fund - Class A (WFPAX). The values are adjusted to include any dividend payments, if applicable.

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RSVAX vs. WFPAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RSVAX
Victory RS Value Fund
1.67%4.58%12.58%7.63%-2.98%27.30%-2.60%31.36%-10.84%17.37%
WFPAX
Allspring Special Mid Cap Value Fund - Class A
3.09%5.81%11.58%9.17%-4.95%28.14%2.93%39.96%-13.42%10.82%

Returns By Period

In the year-to-date period, RSVAX achieves a 1.67% return, which is significantly lower than WFPAX's 3.09% return. Over the past 10 years, RSVAX has underperformed WFPAX with an annualized return of 8.92%, while WFPAX has yielded a comparatively higher 10.10% annualized return.


RSVAX

1D
1.80%
1M
-6.09%
YTD
1.67%
6M
3.14%
1Y
7.80%
3Y*
8.50%
5Y*
7.01%
10Y*
8.92%

WFPAX

1D
2.34%
1M
-6.78%
YTD
3.09%
6M
3.35%
1Y
11.15%
3Y*
9.68%
5Y*
7.53%
10Y*
10.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RSVAX vs. WFPAX - Expense Ratio Comparison

RSVAX has a 1.30% expense ratio, which is higher than WFPAX's 1.12% expense ratio.


Return for Risk

RSVAX vs. WFPAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RSVAX
RSVAX Risk / Return Rank: 1717
Overall Rank
RSVAX Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
RSVAX Sortino Ratio Rank: 1515
Sortino Ratio Rank
RSVAX Omega Ratio Rank: 1414
Omega Ratio Rank
RSVAX Calmar Ratio Rank: 1818
Calmar Ratio Rank
RSVAX Martin Ratio Rank: 2222
Martin Ratio Rank

WFPAX
WFPAX Risk / Return Rank: 2525
Overall Rank
WFPAX Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
WFPAX Sortino Ratio Rank: 2323
Sortino Ratio Rank
WFPAX Omega Ratio Rank: 2020
Omega Ratio Rank
WFPAX Calmar Ratio Rank: 3232
Calmar Ratio Rank
WFPAX Martin Ratio Rank: 2929
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RSVAX vs. WFPAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory RS Value Fund (RSVAX) and Allspring Special Mid Cap Value Fund - Class A (WFPAX). 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.


RSVAXWFPAXDifference

Sharpe ratio

Return per unit of total volatility

0.50

0.65

-0.15

Sortino ratio

Return per unit of downside risk

0.81

1.04

-0.23

Omega ratio

Gain probability vs. loss probability

1.11

1.13

-0.02

Calmar ratio

Return relative to maximum drawdown

0.72

1.03

-0.31

Martin ratio

Return relative to average drawdown

2.97

3.59

-0.62

RSVAX vs. WFPAX - Sharpe Ratio Comparison

The current RSVAX Sharpe Ratio is 0.50, which is comparable to the WFPAX Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of RSVAX and WFPAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RSVAXWFPAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.50

0.65

-0.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

0.44

-0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

0.54

-0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.41

-0.01

Correlation

The correlation between RSVAX and WFPAX is 0.93, 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

RSVAX vs. WFPAX - Dividend Comparison

RSVAX's dividend yield for the trailing twelve months is around 8.69%, less than WFPAX's 11.04% yield.


TTM20252024202320222021202020192018201720162015
RSVAX
Victory RS Value Fund
8.69%8.83%9.89%6.48%6.33%14.14%1.93%7.38%15.47%25.04%12.47%9.35%
WFPAX
Allspring Special Mid Cap Value Fund - Class A
11.04%11.38%7.97%5.39%8.69%9.86%0.36%7.38%2.40%4.14%1.08%4.14%

Drawdowns

RSVAX vs. WFPAX - Drawdown Comparison

The maximum RSVAX drawdown since its inception was -59.23%, which is greater than WFPAX's maximum drawdown of -56.20%. Use the drawdown chart below to compare losses from any high point for RSVAX and WFPAX.


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Drawdown Indicators


RSVAXWFPAXDifference

Max Drawdown

Largest peak-to-trough decline

-59.23%

-56.20%

-3.03%

Max Drawdown (1Y)

Largest decline over 1 year

-12.06%

-11.57%

-0.49%

Max Drawdown (5Y)

Largest decline over 5 years

-23.58%

-22.55%

-1.03%

Max Drawdown (10Y)

Largest decline over 10 years

-43.49%

-43.81%

+0.32%

Current Drawdown

Current decline from peak

-6.16%

-6.87%

+0.71%

Average Drawdown

Average peak-to-trough decline

-13.88%

-8.99%

-4.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.92%

3.32%

-0.40%

Volatility

RSVAX vs. WFPAX - Volatility Comparison

The current volatility for Victory RS Value Fund (RSVAX) is 4.16%, while Allspring Special Mid Cap Value Fund - Class A (WFPAX) has a volatility of 5.59%. This indicates that RSVAX experiences smaller price fluctuations and is considered to be less risky than WFPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RSVAXWFPAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.16%

5.59%

-1.43%

Volatility (6M)

Calculated over the trailing 6-month period

9.05%

10.53%

-1.48%

Volatility (1Y)

Calculated over the trailing 1-year period

16.29%

17.50%

-1.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.18%

17.24%

+0.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.20%

18.90%

+0.30%