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SENAX vs. VMGMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SENAX vs. VMGMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allspring Discovery Mid Cap Growth Fund (SENAX) and Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX). The values are adjusted to include any dividend payments, if applicable.

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SENAX vs. VMGMX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SENAX
Allspring Discovery Mid Cap Growth Fund
-5.13%13.41%19.25%24.00%-41.92%2.58%57.96%40.64%-5.97%28.54%
VMGMX
Vanguard Mid-Cap Growth Index Fund Admiral Shares
-7.61%10.69%15.65%23.93%-28.84%20.48%34.45%33.85%-5.61%21.83%

Returns By Period

In the year-to-date period, SENAX achieves a -5.13% return, which is significantly higher than VMGMX's -7.61% return. Both investments have delivered pretty close results over the past 10 years, with SENAX having a 10.73% annualized return and VMGMX not far behind at 10.62%.


SENAX

1D
4.33%
1M
-7.38%
YTD
-5.13%
6M
-6.94%
1Y
18.81%
3Y*
12.66%
5Y*
-0.53%
10Y*
10.73%

VMGMX

1D
3.15%
1M
-7.31%
YTD
-7.61%
6M
-12.10%
1Y
5.25%
3Y*
10.47%
5Y*
4.04%
10Y*
10.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SENAX vs. VMGMX - Expense Ratio Comparison

SENAX has a 1.18% expense ratio, which is higher than VMGMX's 0.07% expense ratio.


Return for Risk

SENAX vs. VMGMX — Risk / Return Rank

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

SENAX
SENAX Risk / Return Rank: 4141
Overall Rank
SENAX Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
SENAX Sortino Ratio Rank: 3939
Sortino Ratio Rank
SENAX Omega Ratio Rank: 3232
Omega Ratio Rank
SENAX Calmar Ratio Rank: 5555
Calmar Ratio Rank
SENAX Martin Ratio Rank: 4545
Martin Ratio Rank

VMGMX
VMGMX Risk / Return Rank: 1212
Overall Rank
VMGMX Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
VMGMX Sortino Ratio Rank: 1111
Sortino Ratio Rank
VMGMX Omega Ratio Rank: 1010
Omega Ratio Rank
VMGMX Calmar Ratio Rank: 1313
Calmar Ratio Rank
VMGMX Martin Ratio Rank: 1313
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.

SENAX vs. VMGMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Discovery Mid Cap Growth Fund (SENAX) and Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX). 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.


SENAXVMGMXDifference

Sharpe ratio

Return per unit of total volatility

0.81

0.28

+0.52

Sortino ratio

Return per unit of downside risk

1.31

0.55

+0.76

Omega ratio

Gain probability vs. loss probability

1.17

1.07

+0.10

Calmar ratio

Return relative to maximum drawdown

1.42

0.39

+1.03

Martin ratio

Return relative to average drawdown

4.90

1.21

+3.69

SENAX vs. VMGMX - Sharpe Ratio Comparison

The current SENAX Sharpe Ratio is 0.81, which is higher than the VMGMX Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of SENAX and VMGMX, 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


SENAXVMGMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.81

0.28

+0.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.02

0.19

-0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

0.51

-0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

0.59

-0.31

Correlation

The correlation between SENAX and VMGMX is 0.95, 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. VMGMX - Dividend Comparison

SENAX's dividend yield for the trailing twelve months is around 12.72%, more than VMGMX's 0.71% yield.


TTM20252024202320222021202020192018201720162015
SENAX
Allspring Discovery Mid Cap Growth Fund
12.72%12.06%10.88%2.46%0.00%17.81%9.16%6.59%15.14%11.23%4.58%8.37%
VMGMX
Vanguard Mid-Cap Growth Index Fund Admiral Shares
0.71%0.64%0.67%0.71%0.78%0.34%0.56%0.78%0.84%0.72%0.81%0.82%

Drawdowns

SENAX vs. VMGMX - Drawdown Comparison

The maximum SENAX drawdown since its inception was -58.34%, which is greater than VMGMX's maximum drawdown of -37.17%. Use the drawdown chart below to compare losses from any high point for SENAX and VMGMX.


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Drawdown Indicators


SENAXVMGMXDifference

Max Drawdown

Largest peak-to-trough decline

-58.34%

-37.17%

-21.17%

Max Drawdown (1Y)

Largest decline over 1 year

-13.59%

-15.95%

+2.36%

Max Drawdown (5Y)

Largest decline over 5 years

-55.14%

-37.17%

-17.97%

Max Drawdown (10Y)

Largest decline over 10 years

-55.14%

-37.17%

-17.97%

Current Drawdown

Current decline from peak

-23.46%

-13.31%

-10.15%

Average Drawdown

Average peak-to-trough decline

-17.72%

-7.05%

-10.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.94%

5.11%

-1.17%

Volatility

SENAX vs. VMGMX - Volatility Comparison

Allspring Discovery Mid Cap Growth Fund (SENAX) has a higher volatility of 8.73% compared to Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) at 6.47%. This indicates that SENAX's price experiences larger fluctuations and is considered to be riskier than VMGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SENAXVMGMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.73%

6.47%

+2.26%

Volatility (6M)

Calculated over the trailing 6-month period

14.93%

12.40%

+2.53%

Volatility (1Y)

Calculated over the trailing 1-year period

25.09%

21.07%

+4.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.86%

21.39%

+7.47%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.73%

20.93%

+4.80%