WFDDX vs. LSHAX
Compare and contrast key facts about Allspring Discovery SMID Cap Growth Fund (WFDDX) and Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX).
WFDDX is managed by Allspring Global Investments. It was launched on Apr 8, 2005. LSHAX is managed by Kinetics. It was launched on May 4, 2007.
Performance
WFDDX vs. LSHAX - Performance Comparison
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WFDDX vs. LSHAX - 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% |
LSHAX Kinetics Spin-Off and Corporate Restructuring Fund | 52.24% | -19.53% | 82.16% | -19.74% | 39.45% | 42.75% | 5.23% | 31.30% | -8.18% | 15.65% |
Returns By Period
In the year-to-date period, WFDDX achieves a -5.44% return, which is significantly lower than LSHAX's 52.24% return. Over the past 10 years, WFDDX has underperformed LSHAX with an annualized return of 11.17%, while LSHAX has yielded a comparatively higher 19.68% 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%
LSHAX
- 1D
- 1.35%
- 1M
- -9.16%
- YTD
- 52.24%
- 6M
- 39.89%
- 1Y
- 5.11%
- 3Y*
- 29.81%
- 5Y*
- 17.52%
- 10Y*
- 19.68%
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WFDDX vs. LSHAX - Expense Ratio Comparison
WFDDX has a 1.11% expense ratio, which is lower than LSHAX's 1.68% expense ratio.
Return for Risk
WFDDX vs. LSHAX — Risk / Return Rank
WFDDX
LSHAX
WFDDX vs. LSHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Discovery SMID Cap Growth Fund (WFDDX) and Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX). 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 | LSHAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 0.17 | +0.30 |
Sortino ratioReturn per unit of downside risk | 0.85 | 0.53 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.07 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.75 | 0.22 | +0.53 |
Martin ratioReturn relative to average drawdown | 2.63 | 0.34 | +2.29 |
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 | LSHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 0.17 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | 0.52 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.65 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.35 | +0.02 |
Correlation
The correlation between WFDDX and LSHAX is 0.65, 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
WFDDX vs. LSHAX - Dividend Comparison
WFDDX's dividend yield for the trailing twelve months is around 18.16%, more than LSHAX's 7.61% 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% |
LSHAX Kinetics Spin-Off and Corporate Restructuring Fund | 7.61% | 11.59% | 4.66% | 9.40% | 1.76% | 0.11% | 0.53% | 0.00% | 4.85% | 3.94% | 1.84% | 0.00% |
Drawdowns
WFDDX vs. LSHAX - Drawdown Comparison
The maximum WFDDX drawdown since its inception was -59.22%, smaller than the maximum LSHAX drawdown of -69.03%. Use the drawdown chart below to compare losses from any high point for WFDDX and LSHAX.
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Drawdown Indicators
| WFDDX | LSHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.22% | -69.03% | +9.81% |
Max Drawdown (1Y)Largest decline over 1 year | -14.77% | -37.04% | +22.27% |
Max Drawdown (5Y)Largest decline over 5 years | -59.22% | -45.79% | -13.43% |
Max Drawdown (10Y)Largest decline over 10 years | -59.22% | -50.78% | -8.44% |
Current DrawdownCurrent decline from peak | -37.02% | -14.39% | -22.63% |
Average DrawdownAverage peak-to-trough decline | -16.17% | -21.93% | +5.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 24.26% | -20.06% |
Volatility
WFDDX vs. LSHAX - Volatility Comparison
Allspring Discovery SMID Cap Growth Fund (WFDDX) and Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX) have volatilities of 10.27% and 9.79%, 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
| WFDDX | LSHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.27% | 9.79% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 16.20% | 27.10% | -10.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.09% | 40.80% | -15.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.39% | 33.69% | -0.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.15% | 30.16% | -1.01% |