WFDDX vs. BQMGX
Compare and contrast key facts about Allspring Discovery SMID Cap Growth Fund (WFDDX) and Bright Rock Mid Cap Growth Fund (BQMGX).
WFDDX is managed by Allspring Global Investments. It was launched on Apr 8, 2005. BQMGX is managed by Bright Rock. It was launched on May 26, 2010.
Performance
WFDDX vs. BQMGX - Performance Comparison
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WFDDX vs. BQMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFDDX Allspring Discovery SMID Cap Growth Fund | -5.44% | 5.51% | 18.05% | 20.25% | -37.83% | -6.10% | 61.81% | 61.34% | -6.95% | 29.27% |
BQMGX Bright Rock Mid Cap Growth Fund | -5.31% | -0.29% | 14.16% | 13.00% | -19.44% | 23.02% | 19.62% | 32.05% | -6.68% | 22.16% |
Returns By Period
The year-to-date returns for both investments are quite close, with WFDDX having a -5.44% return and BQMGX slightly higher at -5.31%. Over the past 10 years, WFDDX has outperformed BQMGX with an annualized return of 11.17%, while BQMGX has yielded a comparatively lower 8.92% annualized return.
WFDDX
- 1D
- 5.02%
- 1M
- -7.37%
- YTD
- -5.44%
- 6M
- -5.97%
- 1Y
- 10.89%
- 3Y*
- 8.43%
- 5Y*
- -3.02%
- 10Y*
- 11.17%
BQMGX
- 1D
- 1.78%
- 1M
- -7.93%
- YTD
- -5.31%
- 6M
- -7.79%
- 1Y
- -1.87%
- 3Y*
- 4.14%
- 5Y*
- 3.34%
- 10Y*
- 8.92%
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WFDDX vs. BQMGX - Expense Ratio Comparison
WFDDX has a 1.11% expense ratio, which is higher than BQMGX's 1.07% expense ratio.
Return for Risk
WFDDX vs. BQMGX — Risk / Return Rank
WFDDX
BQMGX
WFDDX vs. BQMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Discovery SMID Cap Growth Fund (WFDDX) and Bright Rock Mid Cap Growth Fund (BQMGX). 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.
| WFDDX | BQMGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | -0.09 | +0.56 |
Sortino ratioReturn per unit of downside risk | 0.85 | -0.01 | +0.86 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.00 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.75 | -0.05 | +0.79 |
Martin ratioReturn relative to average drawdown | 2.63 | -0.14 | +2.77 |
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
| WFDDX | BQMGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | -0.09 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | 0.20 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.50 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.50 | -0.13 |
Correlation
The correlation between WFDDX and BQMGX is 0.86, 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
WFDDX vs. BQMGX - Dividend Comparison
WFDDX's dividend yield for the trailing twelve months is around 18.16%, more than BQMGX's 4.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFDDX Allspring Discovery SMID Cap Growth Fund | 18.16% | 17.17% | 9.33% | 0.00% | 1.35% | 36.45% | 4.93% | 26.87% | 19.12% | 17.95% | 1.32% | 8.92% |
BQMGX Bright Rock Mid Cap Growth Fund | 4.35% | 4.12% | 5.99% | 0.00% | 5.90% | 8.05% | 5.27% | 3.50% | 0.00% | 0.08% | 1.07% | 5.80% |
Drawdowns
WFDDX vs. BQMGX - Drawdown Comparison
The maximum WFDDX drawdown since its inception was -59.22%, which is greater than BQMGX's maximum drawdown of -36.05%. Use the drawdown chart below to compare losses from any high point for WFDDX and BQMGX.
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Drawdown Indicators
| WFDDX | BQMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.22% | -36.05% | -23.17% |
Max Drawdown (1Y)Largest decline over 1 year | -14.77% | -11.62% | -3.15% |
Max Drawdown (5Y)Largest decline over 5 years | -59.22% | -25.92% | -33.30% |
Max Drawdown (10Y)Largest decline over 10 years | -59.22% | -36.05% | -23.17% |
Current DrawdownCurrent decline from peak | -37.02% | -11.07% | -25.95% |
Average DrawdownAverage peak-to-trough decline | -16.17% | -5.83% | -10.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 3.85% | +0.35% |
Volatility
WFDDX vs. BQMGX - Volatility Comparison
Allspring Discovery SMID Cap Growth Fund (WFDDX) has a higher volatility of 10.27% compared to Bright Rock Mid Cap Growth Fund (BQMGX) at 4.65%. This indicates that WFDDX's price experiences larger fluctuations and is considered to be riskier than BQMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFDDX | BQMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.27% | 4.65% | +5.62% |
Volatility (6M)Calculated over the trailing 6-month period | 16.20% | 9.05% | +7.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.09% | 15.98% | +9.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.39% | 16.84% | +16.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.15% | 17.97% | +11.18% |