SFAAX vs. WFMIX
Compare and contrast key facts about Allspring Index Asset Allocation Fund (SFAAX) and Allspring Special Mid Cap Value Fund Class I (WFMIX).
SFAAX is managed by Allspring Global Investments. It was launched on Nov 12, 1986. WFMIX is managed by Allspring Global Investments.
Performance
SFAAX vs. WFMIX - Performance Comparison
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SFAAX vs. WFMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SFAAX Allspring Index Asset Allocation Fund | -2.72% | 11.39% | 14.61% | 16.64% | -17.03% | 15.76% | 16.21% | 21.52% | -2.82% | 12.25% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 3.16% | 6.14% | 11.95% | 9.54% | -4.65% | 28.53% | 3.27% | 40.27% | -13.12% | 11.16% |
Returns By Period
In the year-to-date period, SFAAX achieves a -2.72% return, which is significantly lower than WFMIX's 3.16% return. Over the past 10 years, SFAAX has underperformed WFMIX with an annualized return of 8.47%, while WFMIX has yielded a comparatively higher 10.45% annualized return.
SFAAX
- 1D
- 1.71%
- 1M
- -3.38%
- YTD
- -2.72%
- 6M
- -1.34%
- 1Y
- 10.22%
- 3Y*
- 11.21%
- 5Y*
- 6.20%
- 10Y*
- 8.47%
WFMIX
- 1D
- 2.33%
- 1M
- -6.76%
- YTD
- 3.16%
- 6M
- 3.51%
- 1Y
- 11.50%
- 3Y*
- 10.02%
- 5Y*
- 7.88%
- 10Y*
- 10.45%
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SFAAX vs. WFMIX - Expense Ratio Comparison
SFAAX has a 1.08% expense ratio, which is higher than WFMIX's 0.80% expense ratio.
Return for Risk
SFAAX vs. WFMIX — Risk / Return Rank
SFAAX
WFMIX
SFAAX vs. WFMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Index Asset Allocation Fund (SFAAX) and Allspring Special Mid Cap Value Fund Class I (WFMIX). 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.
| SFAAX | WFMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.67 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.07 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.14 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.06 | +0.49 |
Martin ratioReturn relative to average drawdown | 6.65 | 3.71 | +2.94 |
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
| SFAAX | WFMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.67 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.46 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.56 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.45 | +0.19 |
Correlation
The correlation between SFAAX and WFMIX is 0.84, 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
SFAAX vs. WFMIX - Dividend Comparison
SFAAX's dividend yield for the trailing twelve months is around 13.01%, more than WFMIX's 10.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFAAX Allspring Index Asset Allocation Fund | 13.01% | 12.65% | 12.74% | 7.46% | 4.98% | 5.92% | 3.77% | 3.60% | 3.88% | 1.27% | 1.66% | 6.34% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 10.90% | 11.24% | 8.00% | 5.51% | 8.71% | 9.87% | 0.66% | 7.48% | 2.74% | 4.41% | 1.44% | 4.47% |
Drawdowns
SFAAX vs. WFMIX - Drawdown Comparison
The maximum SFAAX drawdown since its inception was -47.78%, smaller than the maximum WFMIX drawdown of -52.70%. Use the drawdown chart below to compare losses from any high point for SFAAX and WFMIX.
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Drawdown Indicators
| SFAAX | WFMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.78% | -52.70% | +4.92% |
Max Drawdown (1Y)Largest decline over 1 year | -7.20% | -11.57% | +4.37% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -22.13% | -2.19% |
Max Drawdown (10Y)Largest decline over 10 years | -24.32% | -43.80% | +19.48% |
Current DrawdownCurrent decline from peak | -4.08% | -6.87% | +2.79% |
Average DrawdownAverage peak-to-trough decline | -5.87% | -7.53% | +1.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.68% | 3.30% | -1.62% |
Volatility
SFAAX vs. WFMIX - Volatility Comparison
The current volatility for Allspring Index Asset Allocation Fund (SFAAX) is 3.28%, while Allspring Special Mid Cap Value Fund Class I (WFMIX) has a volatility of 5.58%. This indicates that SFAAX experiences smaller price fluctuations and is considered to be less risky than WFMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SFAAX | WFMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.28% | 5.58% | -2.30% |
Volatility (6M)Calculated over the trailing 6-month period | 6.46% | 10.53% | -4.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.81% | 17.51% | -6.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.38% | 17.17% | -5.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.37% | 18.87% | -7.50% |