WFMIX vs. IBGIX

In the year-to-date period, WFMIX achieves a -0.98% return, which is significantly higher than IBGIX's -4.60% return. Over the past 10 years, WFMIX has outperformed IBGIX with an annualized return of 4.41%, while IBGIX has yielded a comparatively lower -2.52% annualized return.

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WFMIX has a 0.80% expense ratio, which is lower than IBGIX's 0.99% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Allspring Special Mid Cap Value Fund Class I (WFMIX) and VY Baron Growth Portfolio (IBGIX). 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.

The current WFMIX Sharpe Ratio is -0.23, which is lower than the IBGIX Sharpe Ratio of -0.15. The chart below compares the historical Sharpe Ratios of WFMIX and IBGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WFMIX's dividend yield for the trailing twelve months is around 1.34%, less than IBGIX's 4.33% yield.

The maximum WFMIX drawdown since its inception was -56.74%, roughly equal to the maximum IBGIX drawdown of -58.53%. Use the drawdown chart below to compare losses from any high point for WFMIX and IBGIX. For additional features, visit the drawdowns tool.

The current volatility for Allspring Special Mid Cap Value Fund Class I (WFMIX) is 5.35%, while VY Baron Growth Portfolio (IBGIX) has a volatility of 6.57%. This indicates that WFMIX experiences smaller price fluctuations and is considered to be less risky than IBGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.