STYAX vs. PONPX
Compare and contrast key facts about Allspring Core Plus Bond Fund (STYAX) and PIMCO Income Fund Class I-2 (PONPX).
STYAX is managed by Allspring Global Investments. It was launched on Jul 13, 1998. PONPX is managed by PIMCO.
Performance
STYAX vs. PONPX - Performance Comparison
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STYAX vs. PONPX - 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% |
PONPX PIMCO Income Fund Class I-2 | -1.37% | 10.96% | 5.33% | 9.24% | -9.14% | 2.51% | 5.73% | 7.99% | 0.53% | 8.52% |
Returns By Period
In the year-to-date period, STYAX achieves a -0.49% return, which is significantly higher than PONPX's -1.37% return. Over the past 10 years, STYAX has underperformed PONPX with an annualized return of 2.56%, while PONPX has yielded a comparatively higher 4.55% 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%
PONPX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.37%
- 6M
- 1.11%
- 1Y
- 5.97%
- 3Y*
- 7.09%
- 5Y*
- 3.28%
- 10Y*
- 4.55%
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STYAX vs. PONPX - Expense Ratio Comparison
STYAX has a 0.69% expense ratio, which is lower than PONPX's 0.72% expense ratio.
Return for Risk
STYAX vs. PONPX — Risk / Return Rank
STYAX
PONPX
STYAX vs. PONPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Core Plus Bond Fund (STYAX) and PIMCO Income Fund Class I-2 (PONPX). 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 | PONPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 1.54 | -0.55 |
Sortino ratioReturn per unit of downside risk | 1.42 | 2.21 | -0.80 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.29 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.84 | -0.19 |
Martin ratioReturn relative to average drawdown | 5.07 | 7.43 | -2.37 |
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 | PONPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 1.54 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.70 | -0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 1.09 | -0.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.00 | 1.82 | -0.81 |
Correlation
The correlation between STYAX and PONPX is 0.60, 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
STYAX vs. PONPX - Dividend Comparison
STYAX's dividend yield for the trailing twelve months is around 4.55%, less than PONPX's 5.48% 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% |
PONPX PIMCO Income Fund Class I-2 | 5.48% | 5.91% | 6.16% | 6.11% | 4.89% | 3.92% | 4.78% | 5.73% | 5.56% | 5.27% | 5.42% | 7.77% |
Drawdowns
STYAX vs. PONPX - Drawdown Comparison
The maximum STYAX drawdown since its inception was -18.83%, which is greater than PONPX's maximum drawdown of -13.41%. Use the drawdown chart below to compare losses from any high point for STYAX and PONPX.
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Drawdown Indicators
| STYAX | PONPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.83% | -13.41% | -5.42% |
Max Drawdown (1Y)Largest decline over 1 year | -2.80% | -3.69% | +0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -18.83% | -13.41% | -5.42% |
Max Drawdown (10Y)Largest decline over 10 years | -18.83% | -13.41% | -5.42% |
Current DrawdownCurrent decline from peak | -2.27% | -3.24% | +0.97% |
Average DrawdownAverage peak-to-trough decline | -2.40% | -1.44% | -0.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 0.92% | -0.01% |
Volatility
STYAX vs. PONPX - Volatility Comparison
The current volatility for Allspring Core Plus Bond Fund (STYAX) is 1.56%, while PIMCO Income Fund Class I-2 (PONPX) has a volatility of 1.88%. This indicates that STYAX experiences smaller price fluctuations and is considered to be less risky than PONPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STYAX | PONPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.56% | 1.88% | -0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 2.38% | 2.64% | -0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.12% | 4.27% | -0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.63% | 4.75% | +0.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.67% | 4.19% | +0.48% |