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SSHIX vs. VFWSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between SSHIX and VFWSX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


-0.50.00.51.0-0.0

Performance

SSHIX vs. VFWSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allspring Short-Term Bond Plus Fund (SSHIX) and Vanguard FTSE All-World ex-US Index Fund Institutional Shares (VFWSX). The values are adjusted to include any dividend payments, if applicable.

50.00%60.00%70.00%80.00%90.00%100.00%JulyAugustSeptemberOctoberNovemberDecember
56.37%
83.86%
SSHIX
VFWSX

Key characteristics

Sharpe Ratio

SSHIX:

2.35

VFWSX:

0.53

Sortino Ratio

SSHIX:

3.49

VFWSX:

0.81

Omega Ratio

SSHIX:

1.51

VFWSX:

1.10

Calmar Ratio

SSHIX:

4.67

VFWSX:

0.65

Martin Ratio

SSHIX:

14.96

VFWSX:

2.13

Ulcer Index

SSHIX:

0.31%

VFWSX:

3.06%

Daily Std Dev

SSHIX:

1.95%

VFWSX:

12.33%

Max Drawdown

SSHIX:

-7.78%

VFWSX:

-61.25%

Current Drawdown

SSHIX:

-0.98%

VFWSX:

-9.98%

Returns By Period

In the year-to-date period, SSHIX achieves a 4.22% return, which is significantly higher than VFWSX's 3.51% return. Over the past 10 years, SSHIX has underperformed VFWSX with an annualized return of 2.01%, while VFWSX has yielded a comparatively higher 4.85% annualized return.


SSHIX

YTD

4.22%

1M

-0.47%

6M

2.11%

1Y

4.46%

5Y*

1.97%

10Y*

2.01%

VFWSX

YTD

3.51%

1M

-3.08%

6M

-1.61%

1Y

5.02%

5Y*

4.11%

10Y*

4.85%

Compare stocks, funds, or ETFs

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


SSHIX vs. VFWSX - Expense Ratio Comparison

SSHIX has a 0.47% expense ratio, which is higher than VFWSX's 0.08% expense ratio.


SSHIX
Allspring Short-Term Bond Plus Fund
Expense ratio chart for SSHIX: current value at 0.47% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.47%
Expense ratio chart for VFWSX: current value at 0.08% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.08%

Risk-Adjusted Performance

SSHIX vs. VFWSX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Short-Term Bond Plus Fund (SSHIX) and Vanguard FTSE All-World ex-US Index Fund Institutional Shares (VFWSX). 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.


Sharpe ratio
The chart of Sharpe ratio for SSHIX, currently valued at 2.35, compared to the broader market-1.000.001.002.003.004.002.350.53
The chart of Sortino ratio for SSHIX, currently valued at 3.49, compared to the broader market-2.000.002.004.006.008.0010.003.490.81
The chart of Omega ratio for SSHIX, currently valued at 1.51, compared to the broader market0.501.001.502.002.503.003.501.511.10
The chart of Calmar ratio for SSHIX, currently valued at 4.67, compared to the broader market0.002.004.006.008.0010.0012.0014.004.670.65
The chart of Martin ratio for SSHIX, currently valued at 14.96, compared to the broader market0.0020.0040.0060.0014.962.13
SSHIX
VFWSX

The current SSHIX Sharpe Ratio is 2.35, which is higher than the VFWSX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of SSHIX and VFWSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
2.35
0.53
SSHIX
VFWSX

Dividends

SSHIX vs. VFWSX - Dividend Comparison

SSHIX's dividend yield for the trailing twelve months is around 3.53%, more than VFWSX's 1.60% yield.


TTM20232022202120202019201820172016201520142013
SSHIX
Allspring Short-Term Bond Plus Fund
3.53%3.92%2.14%1.50%2.10%2.62%2.21%1.64%1.59%1.33%1.35%1.48%
VFWSX
Vanguard FTSE All-World ex-US Index Fund Institutional Shares
1.60%3.31%3.10%3.06%1.99%3.10%3.28%2.67%2.97%2.97%3.54%2.70%

Drawdowns

SSHIX vs. VFWSX - Drawdown Comparison

The maximum SSHIX drawdown since its inception was -7.78%, smaller than the maximum VFWSX drawdown of -61.25%. Use the drawdown chart below to compare losses from any high point for SSHIX and VFWSX. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-0.98%
-9.98%
SSHIX
VFWSX

Volatility

SSHIX vs. VFWSX - Volatility Comparison

The current volatility for Allspring Short-Term Bond Plus Fund (SSHIX) is 0.65%, while Vanguard FTSE All-World ex-US Index Fund Institutional Shares (VFWSX) has a volatility of 3.39%. This indicates that SSHIX experiences smaller price fluctuations and is considered to be less risky than VFWSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
0.65%
3.39%
SSHIX
VFWSX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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