WFDDX vs. VASGX
Compare and contrast key facts about Allspring Discovery SMID Cap Growth Fund (WFDDX) and Vanguard LifeStrategy Growth Fund (VASGX).
WFDDX is managed by Allspring Global Investments. It was launched on Apr 8, 2005. VASGX is managed by Vanguard. It was launched on Sep 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFDDX or VASGX.
Key characteristics
| WFDDX | VASGX | |
|---|---|---|
| YTD Return | 25.89% | 15.78% |
| 1Y Return | 46.16% | 25.27% |
| 3Y Return (Ann) | -15.32% | 3.39% |
| 5Y Return (Ann) | -1.79% | 8.37% |
| 10Y Return (Ann) | -0.67% | 7.26% |
| Sharpe Ratio | 2.73 | 2.74 |
| Sortino Ratio | 3.68 | 3.83 |
| Omega Ratio | 1.46 | 1.51 |
| Calmar Ratio | 0.80 | 2.19 |
| Martin Ratio | 17.48 | 18.04 |
| Ulcer Index | 2.75% | 1.46% |
| Daily Std Dev | 17.63% | 9.63% |
| Max Drawdown | -64.36% | -51.16% |
| Current Drawdown | -41.91% | -0.08% |
Correlation
The correlation between WFDDX and VASGX is 0.85, 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.
Performance
WFDDX vs. VASGX - Performance Comparison
In the year-to-date period, WFDDX achieves a 25.89% return, which is significantly higher than VASGX's 15.78% return. Over the past 10 years, WFDDX has underperformed VASGX with an annualized return of -0.67%, while VASGX has yielded a comparatively higher 7.26% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WFDDX vs. VASGX - Expense Ratio Comparison
WFDDX has a 1.11% expense ratio, which is higher than VASGX's 0.14% expense ratio.
Risk-Adjusted Performance
WFDDX vs. VASGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Discovery SMID Cap Growth Fund (WFDDX) and Vanguard LifeStrategy Growth Fund (VASGX). 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.
Dividends
WFDDX vs. VASGX - Dividend Comparison
WFDDX has not paid dividends to shareholders, while VASGX's dividend yield for the trailing twelve months is around 2.15%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFDDX Allspring Discovery SMID Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VASGX Vanguard LifeStrategy Growth Fund | 2.15% | 2.34% | 2.10% | 1.87% | 1.68% | 2.32% | 2.56% | 2.09% | 2.22% | 2.20% | 2.10% | 1.92% |
Drawdowns
WFDDX vs. VASGX - Drawdown Comparison
The maximum WFDDX drawdown since its inception was -64.36%, which is greater than VASGX's maximum drawdown of -51.16%. Use the drawdown chart below to compare losses from any high point for WFDDX and VASGX. For additional features, visit the drawdowns tool.
Volatility
WFDDX vs. VASGX - Volatility Comparison
Allspring Discovery SMID Cap Growth Fund (WFDDX) has a higher volatility of 5.61% compared to Vanguard LifeStrategy Growth Fund (VASGX) at 2.58%. This indicates that WFDDX's price experiences larger fluctuations and is considered to be riskier than VASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.