WFMIX vs. SADIX
Compare and contrast key facts about Allspring Special Mid Cap Value Fund Class I (WFMIX) and Allspring Ultra Short-Term Income Fund (SADIX).
WFMIX is managed by Allspring Global Investments. SADIX is managed by Allspring Global Investments. It was launched on Aug 31, 1999.
Performance
WFMIX vs. SADIX - Performance Comparison
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WFMIX vs. SADIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFMIX Allspring Special Mid Cap Value Fund Class I | 0.81% | 6.14% | 11.95% | 9.54% | -4.65% | 28.53% | 3.27% | 40.27% | -13.12% | 11.16% |
SADIX Allspring Ultra Short-Term Income Fund | 0.33% | 5.28% | 6.34% | 6.27% | -0.56% | 0.22% | 2.73% | 3.82% | 1.68% | 1.50% |
Returns By Period
In the year-to-date period, WFMIX achieves a 0.81% return, which is significantly higher than SADIX's 0.33% return. Over the past 10 years, WFMIX has outperformed SADIX with an annualized return of 10.19%, while SADIX has yielded a comparatively lower 2.87% annualized return.
WFMIX
- 1D
- -0.41%
- 1M
- -8.75%
- YTD
- 0.81%
- 6M
- 1.39%
- 1Y
- 9.15%
- 3Y*
- 9.18%
- 5Y*
- 7.66%
- 10Y*
- 10.19%
SADIX
- 1D
- 0.00%
- 1M
- -0.34%
- YTD
- 0.33%
- 6M
- 1.56%
- 1Y
- 4.22%
- 3Y*
- 5.58%
- 5Y*
- 3.54%
- 10Y*
- 2.87%
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WFMIX vs. SADIX - Expense Ratio Comparison
WFMIX has a 0.80% expense ratio, which is higher than SADIX's 0.26% expense ratio.
Return for Risk
WFMIX vs. SADIX — Risk / Return Rank
WFMIX
SADIX
WFMIX vs. SADIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Special Mid Cap Value Fund Class I (WFMIX) and Allspring Ultra Short-Term Income Fund (SADIX). 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.
| WFMIX | SADIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 3.13 | -2.57 |
Sortino ratioReturn per unit of downside risk | 0.92 | 8.89 | -7.98 |
Omega ratioGain probability vs. loss probability | 1.12 | 3.09 | -1.97 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 8.36 | -7.64 |
Martin ratioReturn relative to average drawdown | 2.55 | 39.57 | -37.02 |
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
| WFMIX | SADIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 3.13 | -2.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 2.61 | -2.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 2.18 | -1.63 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 1.80 | -1.35 |
Correlation
The correlation between WFMIX and SADIX is 0.06, 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
WFMIX vs. SADIX - Dividend Comparison
WFMIX's dividend yield for the trailing twelve months is around 11.15%, more than SADIX's 4.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFMIX Allspring Special Mid Cap Value Fund Class I | 11.15% | 11.24% | 8.00% | 5.51% | 8.71% | 9.87% | 0.66% | 7.48% | 2.74% | 4.41% | 1.44% | 4.47% |
SADIX Allspring Ultra Short-Term Income Fund | 4.02% | 4.45% | 4.39% | 2.99% | 1.44% | 0.80% | 1.85% | 2.44% | 2.03% | 1.49% | 1.36% | 1.11% |
Drawdowns
WFMIX vs. SADIX - Drawdown Comparison
The maximum WFMIX drawdown since its inception was -52.70%, which is greater than SADIX's maximum drawdown of -7.34%. Use the drawdown chart below to compare losses from any high point for WFMIX and SADIX.
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Drawdown Indicators
| WFMIX | SADIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.70% | -7.34% | -45.36% |
Max Drawdown (1Y)Largest decline over 1 year | -11.57% | -0.45% | -11.12% |
Max Drawdown (5Y)Largest decline over 5 years | -22.13% | -2.16% | -19.97% |
Max Drawdown (10Y)Largest decline over 10 years | -43.80% | -4.67% | -39.13% |
Current DrawdownCurrent decline from peak | -8.99% | -0.34% | -8.65% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -0.38% | -7.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 0.12% | +3.15% |
Volatility
WFMIX vs. SADIX - Volatility Comparison
Allspring Special Mid Cap Value Fund Class I (WFMIX) has a higher volatility of 4.89% compared to Allspring Ultra Short-Term Income Fund (SADIX) at 0.25%. This indicates that WFMIX's price experiences larger fluctuations and is considered to be riskier than SADIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFMIX | SADIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.89% | 0.25% | +4.64% |
Volatility (6M)Calculated over the trailing 6-month period | 10.28% | 1.00% | +9.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.39% | 1.39% | +16.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 1.37% | +15.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.86% | 1.32% | +17.54% |