SENAX vs. SOPVX
Compare and contrast key facts about Allspring Discovery Mid Cap Growth Fund (SENAX) and Allspring Opportunity Fund (SOPVX).
SENAX is managed by Allspring Global Investments. It was launched on Feb 24, 2000. SOPVX is managed by Allspring Global Investments. It was launched on Feb 24, 2000.
Performance
SENAX vs. SOPVX - Performance Comparison
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SENAX vs. SOPVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SENAX Allspring Discovery Mid Cap Growth Fund | -9.06% | 13.41% | 19.25% | 24.00% | -41.92% | 2.58% | 57.96% | 40.64% | -5.97% | 28.54% |
SOPVX Allspring Opportunity Fund | -9.05% | 6.57% | 14.82% | 26.38% | -20.91% | 24.35% | 20.88% | 39.41% | -7.34% | 19.97% |
Returns By Period
The year-to-date returns for both investments are quite close, with SENAX having a -9.06% return and SOPVX slightly higher at -9.05%. Over the past 10 years, SENAX has underperformed SOPVX with an annualized return of 10.26%, while SOPVX has yielded a comparatively higher 10.97% annualized return.
SENAX
- 1D
- -1.54%
- 1M
- -11.15%
- YTD
- -9.06%
- 6M
- -11.07%
- 1Y
- 15.13%
- 3Y*
- 11.09%
- 5Y*
- -0.94%
- 10Y*
- 10.26%
SOPVX
- 1D
- -0.13%
- 1M
- -9.14%
- YTD
- -9.05%
- 6M
- -8.45%
- 1Y
- 4.18%
- 3Y*
- 9.06%
- 5Y*
- 5.82%
- 10Y*
- 10.97%
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SENAX vs. SOPVX - Expense Ratio Comparison
Both SENAX and SOPVX have an expense ratio of 1.18%.
Return for Risk
SENAX vs. SOPVX — Risk / Return Rank
SENAX
SOPVX
SENAX vs. SOPVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Discovery Mid Cap Growth Fund (SENAX) and Allspring Opportunity Fund (SOPVX). 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.
| SENAX | SOPVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.23 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.00 | 0.47 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.07 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 0.15 | +0.72 |
Martin ratioReturn relative to average drawdown | 3.02 | 0.56 | +2.46 |
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
| SENAX | SOPVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.23 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.29 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.55 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.37 | -0.10 |
Correlation
The correlation between SENAX and SOPVX 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
SENAX vs. SOPVX - Dividend Comparison
SENAX's dividend yield for the trailing twelve months is around 13.27%, more than SOPVX's 9.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SENAX Allspring Discovery Mid Cap Growth Fund | 13.27% | 12.06% | 10.88% | 2.46% | 0.00% | 17.81% | 9.16% | 6.59% | 15.14% | 11.23% | 4.58% | 8.37% |
SOPVX Allspring Opportunity Fund | 9.96% | 9.06% | 9.58% | 3.97% | 10.91% | 11.95% | 6.21% | 11.59% | 12.95% | 13.80% | 6.55% | 16.39% |
Drawdowns
SENAX vs. SOPVX - Drawdown Comparison
The maximum SENAX drawdown since its inception was -58.34%, roughly equal to the maximum SOPVX drawdown of -56.27%. Use the drawdown chart below to compare losses from any high point for SENAX and SOPVX.
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Drawdown Indicators
| SENAX | SOPVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.34% | -56.27% | -2.07% |
Max Drawdown (1Y)Largest decline over 1 year | -13.59% | -12.74% | -0.85% |
Max Drawdown (5Y)Largest decline over 5 years | -55.14% | -34.60% | -20.54% |
Max Drawdown (10Y)Largest decline over 10 years | -55.14% | -35.51% | -19.63% |
Current DrawdownCurrent decline from peak | -26.63% | -12.12% | -14.51% |
Average DrawdownAverage peak-to-trough decline | -17.72% | -9.81% | -7.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.89% | 3.42% | +0.47% |
Volatility
SENAX vs. SOPVX - Volatility Comparison
Allspring Discovery Mid Cap Growth Fund (SENAX) has a higher volatility of 7.31% compared to Allspring Opportunity Fund (SOPVX) at 5.00%. This indicates that SENAX's price experiences larger fluctuations and is considered to be riskier than SOPVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SENAX | SOPVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.31% | 5.00% | +2.31% |
Volatility (6M)Calculated over the trailing 6-month period | 14.32% | 10.08% | +4.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.77% | 19.17% | +5.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.82% | 19.82% | +9.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.70% | 19.86% | +5.84% |