SENAX vs. VOE

In the year-to-date period, SENAX achieves a -2.34% return, which is significantly lower than VOE's -1.48% return. Over the past 10 years, SENAX has underperformed VOE with an annualized return of 0.10%, while VOE has yielded a comparatively higher 8.10% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for Allspring Discovery Mid Cap Growth Fund (SENAX) and Vanguard Mid-Cap Value ETF (VOE). 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.

The current SENAX Sharpe Ratio is 0.05, which is lower than the VOE Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of SENAX and VOE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SENAX has not paid dividends to shareholders, while VOE's dividend yield for the trailing twelve months is around 2.36%.

The maximum SENAX drawdown since its inception was -58.93%, roughly equal to the maximum VOE drawdown of -61.54%. Use the drawdown chart below to compare losses from any high point for SENAX and VOE. For additional features, visit the drawdowns tool.

Allspring Discovery Mid Cap Growth Fund (SENAX) has a higher volatility of 17.38% compared to Vanguard Mid-Cap Value ETF (VOE) at 11.99%. This indicates that SENAX's price experiences larger fluctuations and is considered to be riskier than VOE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.