STYAX vs. FEPIX
Compare and contrast key facts about Allspring Core Plus Bond Fund (STYAX) and Fidelity Total Bond Fund (FEPIX).
STYAX is managed by Allspring Global Investments. It was launched on Jul 13, 1998. FEPIX is managed by Fidelity.
Performance
STYAX vs. FEPIX - Performance Comparison
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STYAX vs. FEPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STYAX Allspring Core Plus Bond Fund | -0.49% | 7.03% | 2.05% | 6.45% | -14.29% | -0.16% | 11.30% | 9.11% | -0.52% | 5.33% |
FEPIX Fidelity Total Bond Fund | -0.50% | 7.45% | 1.71% | 6.79% | -13.55% | -0.46% | 9.29% | 9.83% | -0.82% | 4.24% |
Returns By Period
The year-to-date returns for both stocks are quite close, with STYAX having a -0.49% return and FEPIX slightly lower at -0.50%. Over the past 10 years, STYAX has outperformed FEPIX with an annualized return of 2.56%, while FEPIX has yielded a comparatively lower 2.43% annualized return.
STYAX
- 1D
- 0.54%
- 1M
- -2.27%
- YTD
- -0.49%
- 6M
- 0.43%
- 1Y
- 3.96%
- 3Y*
- 3.86%
- 5Y*
- 0.31%
- 10Y*
- 2.56%
FEPIX
- 1D
- 0.53%
- 1M
- -2.35%
- YTD
- -0.50%
- 6M
- 0.44%
- 1Y
- 4.14%
- 3Y*
- 3.99%
- 5Y*
- 0.60%
- 10Y*
- 2.43%
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STYAX vs. FEPIX - Expense Ratio Comparison
STYAX has a 0.69% expense ratio, which is higher than FEPIX's 0.50% expense ratio.
Return for Risk
STYAX vs. FEPIX — Risk / Return Rank
STYAX
FEPIX
STYAX vs. FEPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Core Plus Bond Fund (STYAX) and Fidelity Total Bond Fund (FEPIX). 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.
| STYAX | FEPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 1.07 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.53 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.18 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.81 | -0.16 |
Martin ratioReturn relative to average drawdown | 5.07 | 5.50 | -0.44 |
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
| STYAX | FEPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 1.07 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.11 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.52 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.00 | 0.89 | +0.11 |
Correlation
The correlation between STYAX and FEPIX is 0.90, 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
STYAX vs. FEPIX - Dividend Comparison
STYAX's dividend yield for the trailing twelve months is around 4.55%, more than FEPIX's 3.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STYAX Allspring Core Plus Bond Fund | 4.55% | 4.52% | 4.58% | 3.94% | 2.48% | 2.39% | 5.18% | 3.67% | 2.70% | 2.61% | 2.81% | 2.23% |
FEPIX Fidelity Total Bond Fund | 3.97% | 4.31% | 3.74% | 3.74% | 2.49% | 1.87% | 5.17% | 2.97% | 3.14% | 2.92% | 3.55% | 3.25% |
Drawdowns
STYAX vs. FEPIX - Drawdown Comparison
The maximum STYAX drawdown since its inception was -18.83%, roughly equal to the maximum FEPIX drawdown of -18.40%. Use the drawdown chart below to compare losses from any high point for STYAX and FEPIX.
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Drawdown Indicators
| STYAX | FEPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.83% | -18.40% | -0.43% |
Max Drawdown (1Y)Largest decline over 1 year | -2.80% | -2.86% | +0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -18.83% | -18.40% | -0.43% |
Max Drawdown (10Y)Largest decline over 10 years | -18.83% | -18.40% | -0.43% |
Current DrawdownCurrent decline from peak | -2.27% | -2.35% | +0.08% |
Average DrawdownAverage peak-to-trough decline | -2.40% | -2.48% | +0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 0.94% | -0.03% |
Volatility
STYAX vs. FEPIX - Volatility Comparison
Allspring Core Plus Bond Fund (STYAX) and Fidelity Total Bond Fund (FEPIX) have volatilities of 1.56% and 1.58%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STYAX | FEPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.56% | 1.58% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 2.38% | 2.62% | -0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.12% | 4.37% | -0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.63% | 5.65% | -0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.67% | 4.71% | -0.04% |