PortfoliosLab logoPortfoliosLab logo
STNFX vs. MRFOX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

STNFX vs. MRFOX - Performance Comparison

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

Loading graphics...

STNFX vs. MRFOX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
STNFX
Allspring Large Cap Growth Fund
-12.19%14.63%30.44%40.91%-30.86%15.76%32.30%47.33%1.22%33.40%
MRFOX
Marshfield Concentrated Opportunity Fund
-4.08%10.05%17.10%17.68%5.06%17.71%15.19%36.26%1.89%25.92%

Returns By Period

In the year-to-date period, STNFX achieves a -12.19% return, which is significantly lower than MRFOX's -4.08% return. Both investments have delivered pretty close results over the past 10 years, with STNFX having a 14.68% annualized return and MRFOX not far ahead at 15.18%.


STNFX

1D
-0.64%
1M
-8.98%
YTD
-12.19%
6M
-14.28%
1Y
10.16%
3Y*
18.00%
5Y*
8.22%
10Y*
14.68%

MRFOX

1D
0.67%
1M
-5.13%
YTD
-4.08%
6M
-4.60%
1Y
2.70%
3Y*
12.36%
5Y*
10.91%
10Y*
15.18%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


STNFX vs. MRFOX - Expense Ratio Comparison

STNFX has a 0.75% expense ratio, which is lower than MRFOX's 1.05% expense ratio.


Return for Risk

STNFX vs. MRFOX — Risk / Return Rank

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

STNFX
STNFX Risk / Return Rank: 1717
Overall Rank
STNFX Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
STNFX Sortino Ratio Rank: 1919
Sortino Ratio Rank
STNFX Omega Ratio Rank: 1919
Omega Ratio Rank
STNFX Calmar Ratio Rank: 1414
Calmar Ratio Rank
STNFX Martin Ratio Rank: 1414
Martin Ratio Rank

MRFOX
MRFOX Risk / Return Rank: 1212
Overall Rank
MRFOX Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
MRFOX Sortino Ratio Rank: 1313
Sortino Ratio Rank
MRFOX Omega Ratio Rank: 1111
Omega Ratio Rank
MRFOX Calmar Ratio Rank: 1212
Calmar Ratio Rank
MRFOX Martin Ratio Rank: 1111
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.

STNFX vs. MRFOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Large Cap Growth Fund (STNFX) and Marshfield Concentrated Opportunity Fund (MRFOX). 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.


STNFXMRFOXDifference

Sharpe ratio

Return per unit of total volatility

0.47

0.31

+0.16

Sortino ratio

Return per unit of downside risk

0.83

0.54

+0.29

Omega ratio

Gain probability vs. loss probability

1.12

1.07

+0.05

Calmar ratio

Return relative to maximum drawdown

0.41

0.31

+0.10

Martin ratio

Return relative to average drawdown

1.27

0.80

+0.47

STNFX vs. MRFOX - Sharpe Ratio Comparison

The current STNFX Sharpe Ratio is 0.47, which is higher than the MRFOX Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of STNFX and MRFOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


STNFXMRFOXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.47

0.31

+0.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

0.91

-0.56

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.64

1.07

-0.42

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

1.05

-0.42

Correlation

The correlation between STNFX and MRFOX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

STNFX vs. MRFOX - Dividend Comparison

STNFX's dividend yield for the trailing twelve months is around 16.01%, more than MRFOX's 1.69% yield.


TTM20252024202320222021202020192018201720162015
STNFX
Allspring Large Cap Growth Fund
16.01%14.06%14.18%18.68%10.88%15.11%13.51%19.01%30.81%22.67%5.50%5.97%
MRFOX
Marshfield Concentrated Opportunity Fund
1.69%1.62%4.59%0.46%0.35%6.78%2.68%1.39%1.94%2.06%0.60%0.00%

Drawdowns

STNFX vs. MRFOX - Drawdown Comparison

The maximum STNFX drawdown since its inception was -43.46%, which is greater than MRFOX's maximum drawdown of -29.10%. Use the drawdown chart below to compare losses from any high point for STNFX and MRFOX.


Loading graphics...

Drawdown Indicators


STNFXMRFOXDifference

Max Drawdown

Largest peak-to-trough decline

-43.46%

-29.10%

-14.36%

Max Drawdown (1Y)

Largest decline over 1 year

-17.69%

-7.09%

-10.60%

Max Drawdown (5Y)

Largest decline over 5 years

-43.46%

-12.98%

-30.48%

Max Drawdown (10Y)

Largest decline over 10 years

-43.46%

-29.10%

-14.36%

Current Drawdown

Current decline from peak

-17.69%

-6.40%

-11.29%

Average Drawdown

Average peak-to-trough decline

-7.57%

-2.37%

-5.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.70%

2.75%

+2.95%

Volatility

STNFX vs. MRFOX - Volatility Comparison

Allspring Large Cap Growth Fund (STNFX) has a higher volatility of 5.38% compared to Marshfield Concentrated Opportunity Fund (MRFOX) at 2.74%. This indicates that STNFX's price experiences larger fluctuations and is considered to be riskier than MRFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


STNFXMRFOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.38%

2.74%

+2.64%

Volatility (6M)

Calculated over the trailing 6-month period

11.61%

7.00%

+4.61%

Volatility (1Y)

Calculated over the trailing 1-year period

21.58%

11.79%

+9.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.47%

12.04%

+11.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.92%

14.29%

+8.63%