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WFPAX vs. SENAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

WFPAX vs. SENAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allspring Special Mid Cap Value Fund - Class A (WFPAX) and Allspring Discovery Mid Cap Growth Fund (SENAX). The values are adjusted to include any dividend payments, if applicable.

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WFPAX vs. SENAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WFPAX
Allspring Special Mid Cap Value Fund - Class A
0.73%5.81%11.58%9.17%-4.95%28.14%2.93%39.96%-13.42%10.82%
SENAX
Allspring Discovery Mid Cap Growth Fund
-9.06%13.41%19.25%24.00%-41.92%2.58%57.96%40.64%-5.97%28.54%

Returns By Period

In the year-to-date period, WFPAX achieves a 0.73% return, which is significantly higher than SENAX's -9.06% return. Both investments have delivered pretty close results over the past 10 years, with WFPAX having a 9.85% annualized return and SENAX not far ahead at 10.26%.


WFPAX

1D
-0.43%
1M
-8.77%
YTD
0.73%
6M
1.24%
1Y
8.81%
3Y*
8.84%
5Y*
7.32%
10Y*
9.85%

SENAX

1D
-1.54%
1M
-11.15%
YTD
-9.06%
6M
-11.07%
1Y
15.13%
3Y*
11.09%
5Y*
-0.94%
10Y*
10.26%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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WFPAX vs. SENAX - Expense Ratio Comparison

WFPAX has a 1.12% expense ratio, which is lower than SENAX's 1.18% expense ratio.


Return for Risk

WFPAX vs. SENAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WFPAX
WFPAX Risk / Return Rank: 2121
Overall Rank
WFPAX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
WFPAX Sortino Ratio Rank: 2121
Sortino Ratio Rank
WFPAX Omega Ratio Rank: 1919
Omega Ratio Rank
WFPAX Calmar Ratio Rank: 2424
Calmar Ratio Rank
WFPAX Martin Ratio Rank: 2323
Martin Ratio Rank

SENAX
SENAX Risk / Return Rank: 2727
Overall Rank
SENAX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
SENAX Sortino Ratio Rank: 2727
Sortino Ratio Rank
SENAX Omega Ratio Rank: 2424
Omega Ratio Rank
SENAX Calmar Ratio Rank: 3131
Calmar Ratio Rank
SENAX Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WFPAX vs. SENAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Special Mid Cap Value Fund - Class A (WFPAX) and Allspring Discovery Mid Cap Growth Fund (SENAX). 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.


WFPAXSENAXDifference

Sharpe ratio

Return per unit of total volatility

0.54

0.58

-0.04

Sortino ratio

Return per unit of downside risk

0.89

1.00

-0.11

Omega ratio

Gain probability vs. loss probability

1.11

1.13

-0.02

Calmar ratio

Return relative to maximum drawdown

0.69

0.87

-0.18

Martin ratio

Return relative to average drawdown

2.43

3.02

-0.59

WFPAX vs. SENAX - Sharpe Ratio Comparison

The current WFPAX Sharpe Ratio is 0.54, which is comparable to the SENAX Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of WFPAX and SENAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


WFPAXSENAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.54

0.58

-0.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.43

-0.03

+0.46

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.40

+0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.28

+0.13

Correlation

The correlation between WFPAX and SENAX is 0.78, 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.


Dividends

WFPAX vs. SENAX - Dividend Comparison

WFPAX's dividend yield for the trailing twelve months is around 11.30%, less than SENAX's 13.27% yield.


TTM20252024202320222021202020192018201720162015
WFPAX
Allspring Special Mid Cap Value Fund - Class A
11.30%11.38%7.97%5.39%8.69%9.86%0.36%7.38%2.40%4.14%1.08%4.14%
SENAX
Allspring Discovery Mid Cap Growth Fund
13.27%12.06%10.88%2.46%0.00%17.81%9.16%6.59%15.14%11.23%4.58%8.37%

Drawdowns

WFPAX vs. SENAX - Drawdown Comparison

The maximum WFPAX drawdown since its inception was -56.20%, roughly equal to the maximum SENAX drawdown of -58.34%. Use the drawdown chart below to compare losses from any high point for WFPAX and SENAX.


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Drawdown Indicators


WFPAXSENAXDifference

Max Drawdown

Largest peak-to-trough decline

-56.20%

-58.34%

+2.14%

Max Drawdown (1Y)

Largest decline over 1 year

-11.57%

-13.59%

+2.02%

Max Drawdown (5Y)

Largest decline over 5 years

-22.55%

-55.14%

+32.59%

Max Drawdown (10Y)

Largest decline over 10 years

-43.81%

-55.14%

+11.33%

Current Drawdown

Current decline from peak

-9.00%

-26.63%

+17.63%

Average Drawdown

Average peak-to-trough decline

-9.00%

-17.72%

+8.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.29%

3.89%

-0.60%

Volatility

WFPAX vs. SENAX - Volatility Comparison

The current volatility for Allspring Special Mid Cap Value Fund - Class A (WFPAX) is 4.89%, while Allspring Discovery Mid Cap Growth Fund (SENAX) has a volatility of 7.31%. This indicates that WFPAX experiences smaller price fluctuations and is considered to be less risky than SENAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WFPAXSENAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.89%

7.31%

-2.42%

Volatility (6M)

Calculated over the trailing 6-month period

10.27%

14.32%

-4.05%

Volatility (1Y)

Calculated over the trailing 1-year period

17.38%

24.77%

-7.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.21%

28.82%

-11.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.88%

25.70%

-6.82%