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STYAX vs. SCVAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

STYAX vs. SCVAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allspring Core Plus Bond Fund (STYAX) and Allspring Small Company Value Fund (SCVAX). The values are adjusted to include any dividend payments, if applicable.

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STYAX vs. SCVAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
SCVAX
Allspring Small Company Value Fund
4.92%1.75%8.22%15.19%-12.13%36.81%1.99%22.20%-14.18%11.58%

Returns By Period

In the year-to-date period, STYAX achieves a -0.49% return, which is significantly lower than SCVAX's 4.92% return. Over the past 10 years, STYAX has underperformed SCVAX with an annualized return of 2.56%, while SCVAX has yielded a comparatively higher 9.15% 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%

SCVAX

1D
-0.63%
1M
-5.88%
YTD
4.92%
6M
4.82%
1Y
15.14%
3Y*
9.55%
5Y*
5.18%
10Y*
9.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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STYAX vs. SCVAX - Expense Ratio Comparison

STYAX has a 0.69% expense ratio, which is lower than SCVAX's 1.15% expense ratio.


Return for Risk

STYAX vs. SCVAX — Risk / Return Rank

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

STYAX
STYAX Risk / Return Rank: 5353
Overall Rank
STYAX Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
STYAX Sortino Ratio Rank: 5151
Sortino Ratio Rank
STYAX Omega Ratio Rank: 3939
Omega Ratio Rank
STYAX Calmar Ratio Rank: 7272
Calmar Ratio Rank
STYAX Martin Ratio Rank: 5252
Martin Ratio Rank

SCVAX
SCVAX Risk / Return Rank: 3434
Overall Rank
SCVAX Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
SCVAX Sortino Ratio Rank: 3535
Sortino Ratio Rank
SCVAX Omega Ratio Rank: 3030
Omega Ratio Rank
SCVAX Calmar Ratio Rank: 3737
Calmar Ratio Rank
SCVAX Martin Ratio Rank: 3535
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.

STYAX vs. SCVAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Core Plus Bond Fund (STYAX) and Allspring Small Company Value Fund (SCVAX). 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.


STYAXSCVAXDifference

Sharpe ratio

Return per unit of total volatility

0.99

0.73

+0.26

Sortino ratio

Return per unit of downside risk

1.42

1.17

+0.25

Omega ratio

Gain probability vs. loss probability

1.18

1.16

+0.02

Calmar ratio

Return relative to maximum drawdown

1.65

0.98

+0.66

Martin ratio

Return relative to average drawdown

5.07

3.77

+1.30

STYAX vs. SCVAX - Sharpe Ratio Comparison

The current STYAX Sharpe Ratio is 0.99, which is higher than the SCVAX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of STYAX and SCVAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


STYAXSCVAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.99

0.73

+0.26

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.06

0.25

-0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

0.40

+0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

1.00

0.44

+0.57

Correlation

The correlation between STYAX and SCVAX is -0.13. 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.


Dividends

STYAX vs. SCVAX - Dividend Comparison

STYAX's dividend yield for the trailing twelve months is around 4.55%, less than SCVAX's 5.60% yield.


TTM20252024202320222021202020192018201720162015
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%
SCVAX
Allspring Small Company Value Fund
5.60%5.88%8.23%0.77%4.33%6.02%0.39%0.48%0.71%0.30%0.04%0.13%

Drawdowns

STYAX vs. SCVAX - Drawdown Comparison

The maximum STYAX drawdown since its inception was -18.83%, smaller than the maximum SCVAX drawdown of -70.30%. Use the drawdown chart below to compare losses from any high point for STYAX and SCVAX.


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Drawdown Indicators


STYAXSCVAXDifference

Max Drawdown

Largest peak-to-trough decline

-18.83%

-70.30%

+51.47%

Max Drawdown (1Y)

Largest decline over 1 year

-2.80%

-13.76%

+10.96%

Max Drawdown (5Y)

Largest decline over 5 years

-18.83%

-26.83%

+8.00%

Max Drawdown (10Y)

Largest decline over 10 years

-18.83%

-46.64%

+27.81%

Current Drawdown

Current decline from peak

-2.27%

-6.92%

+4.65%

Average Drawdown

Average peak-to-trough decline

-2.40%

-10.67%

+8.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.91%

3.59%

-2.68%

Volatility

STYAX vs. SCVAX - Volatility Comparison

The current volatility for Allspring Core Plus Bond Fund (STYAX) is 1.56%, while Allspring Small Company Value Fund (SCVAX) has a volatility of 5.41%. This indicates that STYAX experiences smaller price fluctuations and is considered to be less risky than SCVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


STYAXSCVAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.56%

5.41%

-3.85%

Volatility (6M)

Calculated over the trailing 6-month period

2.38%

12.54%

-10.16%

Volatility (1Y)

Calculated over the trailing 1-year period

4.12%

21.57%

-17.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.63%

20.87%

-15.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.67%

23.23%

-18.56%