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STAEX vs. SOPVX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between STAEX and SOPVX is 0.88, 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.


Performance

STAEX vs. SOPVX - Performance Comparison

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

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Key characteristics

Returns By Period


STAEX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

SOPVX

YTD

-4.92%

1M

12.69%

6M

-13.40%

1Y

-7.56%

3Y*

3.25%

5Y*

3.80%

10Y*

0.03%

*Annualized

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Allspring Opportunity Fund

STAEX vs. SOPVX - Expense Ratio Comparison

STAEX has a 1.03% expense ratio, which is lower than SOPVX's 1.18% expense ratio.


Risk-Adjusted Performance

STAEX vs. SOPVX — Risk-Adjusted Performance Rank

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

STAEX
The Risk-Adjusted Performance Rank of STAEX is 2929
Overall Rank
The Sharpe Ratio Rank of STAEX is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of STAEX is 2323
Sortino Ratio Rank
The Omega Ratio Rank of STAEX is 2727
Omega Ratio Rank
The Calmar Ratio Rank of STAEX is 2626
Calmar Ratio Rank
The Martin Ratio Rank of STAEX is 4545
Martin Ratio Rank

SOPVX
The Risk-Adjusted Performance Rank of SOPVX is 66
Overall Rank
The Sharpe Ratio Rank of SOPVX is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of SOPVX is 55
Sortino Ratio Rank
The Omega Ratio Rank of SOPVX is 55
Omega Ratio Rank
The Calmar Ratio Rank of SOPVX is 55
Calmar Ratio Rank
The Martin Ratio Rank of SOPVX is 66
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

STAEX vs. SOPVX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Discovery Large Cap Growth Fund (STAEX) and Allspring Opportunity Fund (SOPVX). 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.



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Dividends

STAEX vs. SOPVX - Dividend Comparison

Neither STAEX nor SOPVX has paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
STAEX
Allspring Discovery Large Cap Growth Fund
29.56%29.56%7.53%14.61%18.75%8.34%9.33%31.84%22.71%17.90%52.22%15.14%
SOPVX
Allspring Opportunity Fund
0.00%0.00%0.00%0.00%0.00%0.04%0.22%0.00%0.39%0.32%1.48%0.00%

Drawdowns

STAEX vs. SOPVX - Drawdown Comparison


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Volatility

STAEX vs. SOPVX - Volatility Comparison


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