PortfoliosLab logoPortfoliosLab logo
SENAX vs. WSINX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SENAX vs. WSINX - Performance Comparison

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

Loading graphics...

SENAX vs. WSINX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
WSINX
Allspring Income Plus Fund
-0.68%6.61%5.43%9.40%-9.25%3.08%8.14%8.65%-0.66%6.84%

Returns By Period

In the year-to-date period, SENAX achieves a -9.06% return, which is significantly lower than WSINX's -0.68% return. Over the past 10 years, SENAX has outperformed WSINX with an annualized return of 10.26%, while WSINX has yielded a comparatively lower 4.12% 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%

WSINX

1D
0.23%
1M
-2.01%
YTD
-0.68%
6M
0.49%
1Y
4.58%
3Y*
6.06%
5Y*
2.55%
10Y*
4.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


SENAX vs. WSINX - Expense Ratio Comparison

SENAX has a 1.18% expense ratio, which is higher than WSINX's 0.60% expense ratio.


Return for Risk

SENAX vs. WSINX — Risk / Return Rank

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

SENAX
SENAX Risk / Return Rank: 2727
Overall Rank
SENAX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
SENAX Sortino Ratio Rank: 2727
Sortino Ratio Rank
SENAX Omega Ratio Rank: 2424
Omega Ratio Rank
SENAX Calmar Ratio Rank: 3131
Calmar Ratio Rank
SENAX Martin Ratio Rank: 2828
Martin Ratio Rank

WSINX
WSINX Risk / Return Rank: 8181
Overall Rank
WSINX Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
WSINX Sortino Ratio Rank: 8383
Sortino Ratio Rank
WSINX Omega Ratio Rank: 8181
Omega Ratio Rank
WSINX Calmar Ratio Rank: 8080
Calmar Ratio Rank
WSINX Martin Ratio Rank: 7777
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. WSINX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Discovery Mid Cap Growth Fund (SENAX) and Allspring Income Plus Fund (WSINX). 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.


SENAXWSINXDifference

Sharpe ratio

Return per unit of total volatility

0.58

1.59

-1.01

Sortino ratio

Return per unit of downside risk

1.00

2.19

-1.19

Omega ratio

Gain probability vs. loss probability

1.13

1.32

-0.19

Calmar ratio

Return relative to maximum drawdown

0.87

1.93

-1.06

Martin ratio

Return relative to average drawdown

3.02

7.44

-4.41

SENAX vs. WSINX - Sharpe Ratio Comparison

The current SENAX Sharpe Ratio is 0.58, which is lower than the WSINX Sharpe Ratio of 1.59. The chart below compares the historical Sharpe Ratios of SENAX and WSINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


SENAXWSINXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.58

1.59

-1.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.03

0.68

-0.72

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

1.17

-0.77

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

0.90

-0.62

Correlation

The correlation between SENAX and WSINX is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

SENAX vs. WSINX - Dividend Comparison

SENAX's dividend yield for the trailing twelve months is around 13.27%, more than WSINX's 5.36% yield.


TTM20252024202320222021202020192018201720162015
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%
WSINX
Allspring Income Plus Fund
5.36%4.91%5.43%5.59%3.76%6.55%3.12%3.56%3.83%2.88%2.87%1.97%

Drawdowns

SENAX vs. WSINX - Drawdown Comparison

The maximum SENAX drawdown since its inception was -58.34%, which is greater than WSINX's maximum drawdown of -13.31%. Use the drawdown chart below to compare losses from any high point for SENAX and WSINX.


Loading graphics...

Drawdown Indicators


SENAXWSINXDifference

Max Drawdown

Largest peak-to-trough decline

-58.34%

-13.31%

-45.03%

Max Drawdown (1Y)

Largest decline over 1 year

-13.59%

-2.50%

-11.09%

Max Drawdown (5Y)

Largest decline over 5 years

-55.14%

-13.04%

-42.10%

Max Drawdown (10Y)

Largest decline over 10 years

-55.14%

-13.31%

-41.83%

Current Drawdown

Current decline from peak

-26.63%

-2.08%

-24.55%

Average Drawdown

Average peak-to-trough decline

-17.72%

-2.01%

-15.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.89%

0.65%

+3.24%

Volatility

SENAX vs. WSINX - Volatility Comparison

Allspring Discovery Mid Cap Growth Fund (SENAX) has a higher volatility of 7.31% compared to Allspring Income Plus Fund (WSINX) at 1.31%. This indicates that SENAX's price experiences larger fluctuations and is considered to be riskier than WSINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


SENAXWSINXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.31%

1.31%

+6.00%

Volatility (6M)

Calculated over the trailing 6-month period

14.32%

1.77%

+12.55%

Volatility (1Y)

Calculated over the trailing 1-year period

24.77%

2.89%

+21.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.82%

3.74%

+25.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.70%

3.55%

+22.15%