SOPVX vs. WSINX
Compare and contrast key facts about Allspring Opportunity Fund (SOPVX) and Allspring Income Plus Fund (WSINX).
SOPVX is managed by Allspring Global Investments. It was launched on Feb 24, 2000. WSINX is managed by Allspring Global Investments. It was launched on Jan 30, 2013.
Performance
SOPVX vs. WSINX - Performance Comparison
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SOPVX vs. WSINX - 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% |
WSINX Allspring Income Plus Fund | -0.22% | 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, SOPVX achieves a -5.97% return, which is significantly lower than WSINX's -0.22% return. Over the past 10 years, SOPVX has outperformed WSINX with an annualized return of 11.34%, while WSINX has yielded a comparatively lower 4.17% 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%
WSINX
- 1D
- 0.46%
- 1M
- -1.34%
- YTD
- -0.22%
- 6M
- 0.84%
- 1Y
- 4.82%
- 3Y*
- 6.22%
- 5Y*
- 2.63%
- 10Y*
- 4.17%
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SOPVX vs. WSINX - Expense Ratio Comparison
SOPVX has a 1.18% expense ratio, which is higher than WSINX's 0.60% expense ratio.
Return for Risk
SOPVX vs. WSINX — Risk / Return Rank
SOPVX
WSINX
SOPVX vs. WSINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Opportunity Fund (SOPVX) 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.
| SOPVX | WSINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 1.74 | -1.34 |
Sortino ratioReturn per unit of downside risk | 0.72 | 2.41 | -1.69 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.35 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 2.03 | -1.41 |
Martin ratioReturn relative to average drawdown | 2.27 | 7.71 | -5.44 |
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 | WSINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 1.74 | -1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.70 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 1.18 | -0.61 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.91 | -0.53 |
Correlation
The correlation between SOPVX and WSINX is 0.39, 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
SOPVX vs. WSINX - Dividend Comparison
SOPVX's dividend yield for the trailing twelve months is around 9.64%, more than WSINX's 5.33% 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% |
WSINX Allspring Income Plus Fund | 5.33% | 4.91% | 5.43% | 5.59% | 3.76% | 6.55% | 3.12% | 3.56% | 3.83% | 2.88% | 2.87% | 1.97% |
Drawdowns
SOPVX vs. WSINX - Drawdown Comparison
The maximum SOPVX drawdown since its inception was -56.27%, which is greater than WSINX's maximum drawdown of -13.31%. Use the drawdown chart below to compare losses from any high point for SOPVX and WSINX.
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Drawdown Indicators
| SOPVX | WSINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.27% | -13.31% | -42.96% |
Max Drawdown (1Y)Largest decline over 1 year | -12.74% | -2.50% | -10.24% |
Max Drawdown (5Y)Largest decline over 5 years | -34.60% | -13.04% | -21.56% |
Max Drawdown (10Y)Largest decline over 10 years | -35.51% | -13.31% | -22.20% |
Current DrawdownCurrent decline from peak | -9.14% | -1.63% | -7.51% |
Average DrawdownAverage peak-to-trough decline | -9.81% | -2.01% | -7.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.47% | 0.66% | +2.81% |
Volatility
SOPVX vs. WSINX - Volatility Comparison
Allspring Opportunity Fund (SOPVX) has a higher volatility of 6.28% compared to Allspring Income Plus Fund (WSINX) at 1.42%. This indicates that SOPVX'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.
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Volatility by Period
| SOPVX | WSINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.28% | 1.42% | +4.86% |
Volatility (6M)Calculated over the trailing 6-month period | 10.64% | 1.83% | +8.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.43% | 2.92% | +16.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.88% | 3.75% | +16.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.89% | 3.55% | +16.34% |