WFMIX vs. IBGIX
Compare and contrast key facts about Allspring Special Mid Cap Value Fund Class I (WFMIX) and VY Baron Growth Portfolio (IBGIX).
WFMIX is managed by Allspring Global Investments. IBGIX is managed by Voya. It was launched on May 1, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFMIX or IBGIX.
Key characteristics
| WFMIX | IBGIX | |
|---|---|---|
| YTD Return | 18.59% | 4.62% |
| 1Y Return | 27.70% | 15.43% |
| 3Y Return (Ann) | 0.62% | -8.04% |
| 5Y Return (Ann) | 6.05% | -3.61% |
| 10Y Return (Ann) | 5.33% | -1.18% |
| Sharpe Ratio | 2.13 | 0.97 |
| Sortino Ratio | 2.94 | 1.36 |
| Omega Ratio | 1.38 | 1.18 |
| Calmar Ratio | 1.33 | 0.43 |
| Martin Ratio | 13.66 | 2.86 |
| Ulcer Index | 1.96% | 5.13% |
| Daily Std Dev | 12.63% | 15.12% |
| Max Drawdown | -56.74% | -58.53% |
| Current Drawdown | 0.00% | -24.31% |
Correlation
The correlation between WFMIX and IBGIX 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
WFMIX vs. IBGIX - Performance Comparison
In the year-to-date period, WFMIX achieves a 18.59% return, which is significantly higher than IBGIX's 4.62% return. Over the past 10 years, WFMIX has outperformed IBGIX with an annualized return of 5.33%, while IBGIX has yielded a comparatively lower -1.18% 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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WFMIX vs. IBGIX - Expense Ratio Comparison
WFMIX has a 0.80% expense ratio, which is lower than IBGIX's 0.99% expense ratio.
Risk-Adjusted Performance
WFMIX vs. IBGIX - Risk-Adjusted Performance Comparison
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.
Dividends
WFMIX vs. IBGIX - Dividend Comparison
WFMIX's dividend yield for the trailing twelve months is around 1.07%, while IBGIX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFMIX Allspring Special Mid Cap Value Fund Class I | 1.07% | 1.27% | 1.02% | 0.51% | 0.66% | 0.84% | 0.94% | 0.95% | 0.91% | 0.71% | 0.67% | 0.51% |
IBGIX VY Baron Growth Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.00% | 0.00% | 0.58% | 0.28% | 1.30% |
Drawdowns
WFMIX vs. IBGIX - Drawdown Comparison
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.
Volatility
WFMIX vs. IBGIX - Volatility Comparison
The current volatility for Allspring Special Mid Cap Value Fund Class I (WFMIX) is 3.70%, while VY Baron Growth Portfolio (IBGIX) has a volatility of 4.12%. 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.