SOPVX vs. EKBAX
Compare and contrast key facts about Allspring Opportunity Fund (SOPVX) and Allspring Diversified Capital Builder Fund (EKBAX).
SOPVX is managed by Allspring Global Investments. It was launched on Feb 24, 2000. EKBAX is managed by Allspring Global Investments. It was launched on Jan 19, 1998.
Performance
SOPVX vs. EKBAX - Performance Comparison
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SOPVX vs. EKBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SOPVX Allspring Opportunity Fund | -5.97% | 6.57% | 14.82% | 26.38% | -20.91% | 24.35% | 20.88% | 39.41% | -7.34% | 19.97% |
EKBAX Allspring Diversified Capital Builder Fund | 7.46% | 21.87% | 21.75% | 22.23% | -13.47% | 19.61% | 12.66% | 32.99% | -5.55% | 14.43% |
Returns By Period
In the year-to-date period, SOPVX achieves a -5.97% return, which is significantly lower than EKBAX's 7.46% return. Over the past 10 years, SOPVX has underperformed EKBAX with an annualized return of 11.34%, while EKBAX has yielded a comparatively higher 14.11% annualized return.
SOPVX
- 1D
- 3.39%
- 1M
- -5.91%
- YTD
- -5.97%
- 6M
- -5.32%
- 1Y
- 7.19%
- 3Y*
- 10.28%
- 5Y*
- 6.27%
- 10Y*
- 11.34%
EKBAX
- 1D
- 2.78%
- 1M
- -4.52%
- YTD
- 7.46%
- 6M
- 13.50%
- 1Y
- 39.99%
- 3Y*
- 22.93%
- 5Y*
- 14.35%
- 10Y*
- 14.11%
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SOPVX vs. EKBAX - Expense Ratio Comparison
SOPVX has a 1.18% expense ratio, which is higher than EKBAX's 1.10% expense ratio.
Return for Risk
SOPVX vs. EKBAX — Risk / Return Rank
SOPVX
EKBAX
SOPVX vs. EKBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Opportunity Fund (SOPVX) and Allspring Diversified Capital Builder Fund (EKBAX). 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.
| SOPVX | EKBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 1.96 | -1.56 |
Sortino ratioReturn per unit of downside risk | 0.72 | 2.56 | -1.84 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.41 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 3.08 | -2.46 |
Martin ratioReturn relative to average drawdown | 2.27 | 15.01 | -12.74 |
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
| SOPVX | EKBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 1.96 | -1.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.81 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.81 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.47 | -0.09 |
Correlation
The correlation between SOPVX and EKBAX is 0.89, 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
SOPVX vs. EKBAX - Dividend Comparison
SOPVX's dividend yield for the trailing twelve months is around 9.64%, more than EKBAX's 8.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOPVX Allspring Opportunity Fund | 9.64% | 9.06% | 9.58% | 3.97% | 10.91% | 11.95% | 6.21% | 11.59% | 12.95% | 13.80% | 6.55% | 16.39% |
EKBAX Allspring Diversified Capital Builder Fund | 8.95% | 9.61% | 5.28% | 6.16% | 12.50% | 6.89% | 2.03% | 9.49% | 7.14% | 6.20% | 10.05% | 11.47% |
Drawdowns
SOPVX vs. EKBAX - Drawdown Comparison
The maximum SOPVX drawdown since its inception was -56.27%, roughly equal to the maximum EKBAX drawdown of -55.64%. Use the drawdown chart below to compare losses from any high point for SOPVX and EKBAX.
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Drawdown Indicators
| SOPVX | EKBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.27% | -55.64% | -0.63% |
Max Drawdown (1Y)Largest decline over 1 year | -12.74% | -13.29% | +0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -34.60% | -24.84% | -9.76% |
Max Drawdown (10Y)Largest decline over 10 years | -35.51% | -32.33% | -3.18% |
Current DrawdownCurrent decline from peak | -9.14% | -4.75% | -4.39% |
Average DrawdownAverage peak-to-trough decline | -9.81% | -8.03% | -1.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 2.72% | +0.75% |
Volatility
SOPVX vs. EKBAX - Volatility Comparison
Allspring Opportunity Fund (SOPVX) and Allspring Diversified Capital Builder Fund (EKBAX) have volatilities of 6.28% and 6.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SOPVX | EKBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.28% | 6.47% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 10.64% | 13.05% | -2.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.43% | 20.88% | -1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.88% | 17.89% | +1.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.89% | 17.42% | +2.47% |