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SOPVX vs. TILIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SOPVX vs. TILIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allspring Opportunity Fund (SOPVX) and TIAA-CREF Large-Cap Growth Index Fund (TILIX). The values are adjusted to include any dividend payments, if applicable.

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SOPVX vs. TILIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SOPVX
Allspring Opportunity Fund
-9.05%6.57%14.82%26.38%-20.91%24.35%20.88%39.41%-7.34%19.97%
TILIX
TIAA-CREF Large-Cap Growth Index Fund
-13.04%18.41%33.31%42.64%-29.22%27.63%38.43%36.30%-1.66%28.49%

Returns By Period

In the year-to-date period, SOPVX achieves a -9.05% return, which is significantly higher than TILIX's -13.04% return. Over the past 10 years, SOPVX has underperformed TILIX with an annualized return of 10.97%, while TILIX has yielded a comparatively higher 16.09% annualized return.


SOPVX

1D
-0.13%
1M
-9.14%
YTD
-9.05%
6M
-8.45%
1Y
4.18%
3Y*
9.06%
5Y*
5.82%
10Y*
10.97%

TILIX

1D
-0.44%
1M
-8.64%
YTD
-13.04%
6M
-12.14%
1Y
14.38%
3Y*
19.64%
5Y*
11.88%
10Y*
16.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SOPVX vs. TILIX - Expense Ratio Comparison

SOPVX has a 1.18% expense ratio, which is higher than TILIX's 0.05% expense ratio.


Return for Risk

SOPVX vs. TILIX — Risk / Return Rank

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

SOPVX
SOPVX Risk / Return Rank: 1010
Overall Rank
SOPVX Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
SOPVX Sortino Ratio Rank: 1010
Sortino Ratio Rank
SOPVX Omega Ratio Rank: 1111
Omega Ratio Rank
SOPVX Calmar Ratio Rank: 99
Calmar Ratio Rank
SOPVX Martin Ratio Rank: 99
Martin Ratio Rank

TILIX
TILIX Risk / Return Rank: 2727
Overall Rank
TILIX Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
TILIX Sortino Ratio Rank: 3232
Sortino Ratio Rank
TILIX Omega Ratio Rank: 3131
Omega Ratio Rank
TILIX Calmar Ratio Rank: 2323
Calmar Ratio Rank
TILIX Martin Ratio Rank: 2222
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.

SOPVX vs. TILIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Opportunity Fund (SOPVX) and TIAA-CREF Large-Cap Growth Index Fund (TILIX). 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.


SOPVXTILIXDifference

Sharpe ratio

Return per unit of total volatility

0.23

0.65

-0.43

Sortino ratio

Return per unit of downside risk

0.47

1.10

-0.63

Omega ratio

Gain probability vs. loss probability

1.07

1.15

-0.09

Calmar ratio

Return relative to maximum drawdown

0.15

0.67

-0.52

Martin ratio

Return relative to average drawdown

0.56

2.32

-1.75

SOPVX vs. TILIX - Sharpe Ratio Comparison

The current SOPVX Sharpe Ratio is 0.23, which is lower than the TILIX Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of SOPVX and TILIX, 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


SOPVXTILIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.23

0.65

-0.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.29

0.56

-0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

0.77

-0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.56

-0.19

Correlation

The correlation between SOPVX and TILIX is 0.91, 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. TILIX - Dividend Comparison

SOPVX's dividend yield for the trailing twelve months is around 9.96%, more than TILIX's 5.07% yield.


TTM20252024202320222021202020192018201720162015
SOPVX
Allspring Opportunity Fund
9.96%9.06%9.58%3.97%10.91%11.95%6.21%11.59%12.95%13.80%6.55%16.39%
TILIX
TIAA-CREF Large-Cap Growth Index Fund
5.07%4.41%3.25%1.90%11.00%8.76%1.91%2.38%4.01%0.68%1.33%1.32%

Drawdowns

SOPVX vs. TILIX - Drawdown Comparison

The maximum SOPVX drawdown since its inception was -56.27%, which is greater than TILIX's maximum drawdown of -50.54%. Use the drawdown chart below to compare losses from any high point for SOPVX and TILIX.


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Drawdown Indicators


SOPVXTILIXDifference

Max Drawdown

Largest peak-to-trough decline

-56.27%

-50.54%

-5.73%

Max Drawdown (1Y)

Largest decline over 1 year

-12.74%

-16.24%

+3.50%

Max Drawdown (5Y)

Largest decline over 5 years

-34.60%

-32.68%

-1.92%

Max Drawdown (10Y)

Largest decline over 10 years

-35.51%

-32.68%

-2.83%

Current Drawdown

Current decline from peak

-12.12%

-16.24%

+4.12%

Average Drawdown

Average peak-to-trough decline

-9.81%

-7.77%

-2.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.42%

4.73%

-1.31%

Volatility

SOPVX vs. TILIX - Volatility Comparison

The current volatility for Allspring Opportunity Fund (SOPVX) is 5.00%, while TIAA-CREF Large-Cap Growth Index Fund (TILIX) has a volatility of 5.34%. This indicates that SOPVX experiences smaller price fluctuations and is considered to be less risky than TILIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SOPVXTILIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.00%

5.34%

-0.34%

Volatility (6M)

Calculated over the trailing 6-month period

10.08%

11.80%

-1.72%

Volatility (1Y)

Calculated over the trailing 1-year period

19.17%

22.35%

-3.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.82%

21.44%

-1.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.86%

21.01%

-1.15%