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SCVAX vs. SSHIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SCVAX vs. SSHIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allspring Small Company Value Fund (SCVAX) and Allspring Short-Term Bond Plus Fund (SSHIX). The values are adjusted to include any dividend payments, if applicable.

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SCVAX vs. SSHIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SCVAX
Allspring Small Company Value Fund
6.99%1.75%8.22%15.19%-12.13%36.81%1.99%22.20%-14.18%11.58%
SSHIX
Allspring Short-Term Bond Plus Fund
0.21%5.59%5.41%6.19%-4.87%0.16%6.02%4.80%1.41%1.31%

Returns By Period

In the year-to-date period, SCVAX achieves a 6.99% return, which is significantly higher than SSHIX's 0.21% return. Over the past 10 years, SCVAX has outperformed SSHIX with an annualized return of 9.37%, while SSHIX has yielded a comparatively lower 2.69% annualized return.


SCVAX

1D
1.97%
1M
-4.99%
YTD
6.99%
6M
6.71%
1Y
16.95%
3Y*
10.27%
5Y*
5.27%
10Y*
9.37%

SSHIX

1D
0.12%
1M
-0.57%
YTD
0.21%
6M
1.31%
1Y
4.41%
3Y*
5.13%
5Y*
2.41%
10Y*
2.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SCVAX vs. SSHIX - Expense Ratio Comparison

SCVAX has a 1.15% expense ratio, which is higher than SSHIX's 0.47% expense ratio.


Return for Risk

SCVAX vs. SSHIX — Risk / Return Rank

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

SCVAX
SCVAX Risk / Return Rank: 3838
Overall Rank
SCVAX Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
SCVAX Sortino Ratio Rank: 3636
Sortino Ratio Rank
SCVAX Omega Ratio Rank: 3131
Omega Ratio Rank
SCVAX Calmar Ratio Rank: 4747
Calmar Ratio Rank
SCVAX Martin Ratio Rank: 4545
Martin Ratio Rank

SSHIX
SSHIX Risk / Return Rank: 9898
Overall Rank
SSHIX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
SSHIX Sortino Ratio Rank: 9898
Sortino Ratio Rank
SSHIX Omega Ratio Rank: 9898
Omega Ratio Rank
SSHIX Calmar Ratio Rank: 9797
Calmar Ratio Rank
SSHIX Martin Ratio Rank: 9898
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.

SCVAX vs. SSHIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Small Company Value Fund (SCVAX) and Allspring Short-Term Bond Plus Fund (SSHIX). 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.


SCVAXSSHIXDifference

Sharpe ratio

Return per unit of total volatility

0.81

3.15

-2.34

Sortino ratio

Return per unit of downside risk

1.28

4.93

-3.66

Omega ratio

Gain probability vs. loss probability

1.17

1.90

-0.73

Calmar ratio

Return relative to maximum drawdown

1.30

4.39

-3.09

Martin ratio

Return relative to average drawdown

4.96

18.99

-14.04

SCVAX vs. SSHIX - Sharpe Ratio Comparison

The current SCVAX Sharpe Ratio is 0.81, which is lower than the SSHIX Sharpe Ratio of 3.15. The chart below compares the historical Sharpe Ratios of SCVAX and SSHIX, 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


SCVAXSSHIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.81

3.15

-2.34

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.25

1.18

-0.92

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

1.46

-1.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

1.56

-1.12

Correlation

The correlation between SCVAX and SSHIX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

SCVAX vs. SSHIX - Dividend Comparison

SCVAX's dividend yield for the trailing twelve months is around 5.50%, more than SSHIX's 4.57% yield.


TTM20252024202320222021202020192018201720162015
SCVAX
Allspring Small Company Value Fund
5.50%5.88%8.23%0.77%4.33%6.02%0.39%0.48%0.71%0.30%0.04%0.13%
SSHIX
Allspring Short-Term Bond Plus Fund
4.57%4.27%4.43%3.92%1.92%2.31%3.14%2.61%2.21%1.65%1.58%1.70%

Drawdowns

SCVAX vs. SSHIX - Drawdown Comparison

The maximum SCVAX drawdown since its inception was -70.30%, which is greater than SSHIX's maximum drawdown of -7.13%. Use the drawdown chart below to compare losses from any high point for SCVAX and SSHIX.


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Drawdown Indicators


SCVAXSSHIXDifference

Max Drawdown

Largest peak-to-trough decline

-70.30%

-7.13%

-63.17%

Max Drawdown (1Y)

Largest decline over 1 year

-13.76%

-1.03%

-12.73%

Max Drawdown (5Y)

Largest decline over 5 years

-26.83%

-7.13%

-19.70%

Max Drawdown (10Y)

Largest decline over 10 years

-46.64%

-7.13%

-39.51%

Current Drawdown

Current decline from peak

-5.09%

-0.68%

-4.41%

Average Drawdown

Average peak-to-trough decline

-10.66%

-0.62%

-10.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.61%

0.24%

+3.37%

Volatility

SCVAX vs. SSHIX - Volatility Comparison

Allspring Small Company Value Fund (SCVAX) has a higher volatility of 5.72% compared to Allspring Short-Term Bond Plus Fund (SSHIX) at 0.56%. This indicates that SCVAX's price experiences larger fluctuations and is considered to be riskier than SSHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCVAXSSHIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.72%

0.56%

+5.16%

Volatility (6M)

Calculated over the trailing 6-month period

12.69%

0.86%

+11.83%

Volatility (1Y)

Calculated over the trailing 1-year period

21.61%

1.41%

+20.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.88%

2.05%

+18.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.24%

1.85%

+21.39%