WFIOX vs. EKWAX
Compare and contrast key facts about Allspring Index Fund (WFIOX) and Allspring Precious Metals Fund (EKWAX).
WFIOX is managed by Allspring Global Investments. It was launched on Feb 14, 1985. EKWAX is managed by Allspring Global Investments. It was launched on Jan 19, 1998.
Performance
WFIOX vs. EKWAX - Performance Comparison
Loading graphics...
WFIOX vs. EKWAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFIOX Allspring Index Fund | -4.41% | 17.57% | 24.66% | 26.01% | -18.30% | 28.34% | 17.74% | 31.55% | -4.49% | 21.59% |
EKWAX Allspring Precious Metals Fund | 8.92% | 163.65% | 21.28% | 8.83% | -7.75% | -11.00% | 24.40% | 40.35% | -12.83% | 9.66% |
Returns By Period
In the year-to-date period, WFIOX achieves a -4.41% return, which is significantly lower than EKWAX's 8.92% return. Over the past 10 years, WFIOX has underperformed EKWAX with an annualized return of 13.83%, while EKWAX has yielded a comparatively higher 18.20% annualized return.
WFIOX
- 1D
- 2.91%
- 1M
- -5.05%
- YTD
- -4.41%
- 6M
- -2.28%
- 1Y
- 17.02%
- 3Y*
- 18.00%
- 5Y*
- 11.51%
- 10Y*
- 13.83%
EKWAX
- 1D
- 6.98%
- 1M
- -18.83%
- YTD
- 8.92%
- 6M
- 26.99%
- 1Y
- 114.34%
- 3Y*
- 49.72%
- 5Y*
- 27.92%
- 10Y*
- 18.20%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WFIOX vs. EKWAX - Expense Ratio Comparison
WFIOX has a 0.25% expense ratio, which is lower than EKWAX's 1.09% expense ratio.
Return for Risk
WFIOX vs. EKWAX — Risk / Return Rank
WFIOX
EKWAX
WFIOX vs. EKWAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Index Fund (WFIOX) and Allspring Precious Metals Fund (EKWAX). 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.
| WFIOX | EKWAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 2.63 | -1.67 |
Sortino ratioReturn per unit of downside risk | 1.47 | 2.76 | -1.29 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.41 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 4.00 | -2.51 |
Martin ratioReturn relative to average drawdown | 7.16 | 14.89 | -7.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WFIOX | EKWAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 2.63 | -1.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.86 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.55 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.34 | +0.15 |
Correlation
The correlation between WFIOX and EKWAX is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
WFIOX vs. EKWAX - Dividend Comparison
WFIOX's dividend yield for the trailing twelve months is around 7.37%, more than EKWAX's 1.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFIOX Allspring Index Fund | 7.37% | 7.04% | 8.54% | 7.63% | 10.41% | 9.15% | 14.40% | 33.14% | 33.69% | 20.04% | 10.07% | 8.62% |
EKWAX Allspring Precious Metals Fund | 1.10% | 1.19% | 0.84% | 0.00% | 2.01% | 1.35% | 1.45% | 0.11% | 0.00% | 1.34% | 1.11% | 0.00% |
Drawdowns
WFIOX vs. EKWAX - Drawdown Comparison
The maximum WFIOX drawdown since its inception was -54.40%, smaller than the maximum EKWAX drawdown of -76.76%. Use the drawdown chart below to compare losses from any high point for WFIOX and EKWAX.
Loading graphics...
Drawdown Indicators
| WFIOX | EKWAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.40% | -76.76% | +22.36% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -29.03% | +16.91% |
Max Drawdown (5Y)Largest decline over 5 years | -24.63% | -42.79% | +18.16% |
Max Drawdown (10Y)Largest decline over 10 years | -33.94% | -49.23% | +15.29% |
Current DrawdownCurrent decline from peak | -6.27% | -19.01% | +12.74% |
Average DrawdownAverage peak-to-trough decline | -9.70% | -32.85% | +23.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 7.81% | -5.28% |
Volatility
WFIOX vs. EKWAX - Volatility Comparison
The current volatility for Allspring Index Fund (WFIOX) is 5.33%, while Allspring Precious Metals Fund (EKWAX) has a volatility of 17.42%. This indicates that WFIOX experiences smaller price fluctuations and is considered to be less risky than EKWAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WFIOX | EKWAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 17.42% | -12.09% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 36.22% | -26.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.31% | 43.87% | -25.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.92% | 32.80% | -15.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.12% | 33.17% | -15.05% |