PortfoliosLab logoPortfoliosLab logo
WFPRX vs. ACLAX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WFPRX vs. ACLAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allspring Special Mid Cap Value Fund Class R6 (WFPRX) and American Century Mid Cap Value Fund A Class (ACLAX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, WFPRX achieves a 11.10% return, which is significantly higher than ACLAX's 9.08% return. Over the past 10 years, WFPRX has outperformed ACLAX with an annualized return of 10.81%, while ACLAX has yielded a comparatively lower 8.68% annualized return.


WFPRX

1D
0.26%
1M
1.99%
YTD
11.10%
6M
10.03%
1Y
19.39%
3Y*
13.00%
5Y*
7.88%
10Y*
10.81%

ACLAX

1D
1.07%
1M
1.84%
YTD
9.08%
6M
8.62%
1Y
17.63%
3Y*
11.30%
5Y*
6.73%
10Y*
8.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WFPRX vs. ACLAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WFPRX
Allspring Special Mid Cap Value Fund Class R6
11.10%6.25%12.05%9.65%-4.57%28.69%3.36%40.42%-13.04%11.27%
ACLAX
American Century Mid Cap Value Fund A Class
9.08%8.52%8.18%5.93%-1.53%23.01%1.44%28.55%-12.93%11.31%

Correlation

The correlation between WFPRX and ACLAX is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.92

Correlation (3Y)
Calculated over the trailing 3-year period

0.93

Correlation (5Y)
Calculated over the trailing 5-year period

0.94

Correlation (10Y)
Calculated over the trailing 10-year period

0.94

Correlation (All Time)
Calculated using the full available price history since Jul 2, 2013

0.95

The correlation between WFPRX and ACLAX has been stable across timeframes, ranging from 0.92 to 0.95 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

WFPRX vs. ACLAX — Risk / Return Rank

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

WFPRX
WFPRX Risk / Return Rank: 2727
Overall Rank
WFPRX Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
WFPRX Sortino Ratio Rank: 2727
Sortino Ratio Rank
WFPRX Omega Ratio Rank: 2424
Omega Ratio Rank
WFPRX Calmar Ratio Rank: 3131
Calmar Ratio Rank
WFPRX Martin Ratio Rank: 3030
Martin Ratio Rank

ACLAX
ACLAX Risk / Return Rank: 3030
Overall Rank
ACLAX Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
ACLAX Sortino Ratio Rank: 3232
Sortino Ratio Rank
ACLAX Omega Ratio Rank: 2727
Omega Ratio Rank
ACLAX Calmar Ratio Rank: 3333
Calmar Ratio Rank
ACLAX Martin Ratio Rank: 3030
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.

WFPRX vs. ACLAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Special Mid Cap Value Fund Class R6 (WFPRX) and American Century Mid Cap Value Fund A Class (ACLAX). 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.


WFPRXACLAXDifference
Sharpe ratioReturn per unit of total volatility

-0.10

Sortino ratioReturn per unit of downside risk

-0.18

Omega ratioGain probability vs. loss probability

1.24

1.26

-0.02

Calmar ratioReturn relative to maximum drawdown

1.98

2.06

-0.08

Martin ratioReturn relative to average drawdown

6.55

6.60

-0.05

WFPRX vs. ACLAX - Sharpe Ratio Comparison

The current WFPRX Sharpe Ratio is 1.38, which is comparable to the ACLAX Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of WFPRX and ACLAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


WFPRXACLAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.38

1.48

-0.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

0.46

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.57

0.50

+0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.63

0.49

+0.14

Drawdowns

WFPRX vs. ACLAX - Drawdown Comparison

The maximum WFPRX drawdown since its inception was -43.78%, smaller than the maximum ACLAX drawdown of -51.37%. Use the drawdown chart below to compare losses from any high point for WFPRX and ACLAX.


Loading charts...

Drawdown Indicators


WFPRXACLAXDifference

Max Drawdown

Largest peak-to-trough decline

-43.78%

-51.37%

+7.59%

Max Drawdown (1Y)

Largest decline over 1 year

-9.66%

-8.50%

-1.16%

Max Drawdown (3Y)

Largest decline over 3 years

-18.27%

-14.67%

-3.60%

Max Drawdown (5Y)

Largest decline over 5 years

-22.07%

-17.55%

-4.52%

Max Drawdown (10Y)

Largest decline over 10 years

-43.78%

-39.24%

-4.54%

Current Drawdown

Current decline from peak

0.00%

-0.58%

+0.58%

Average Drawdown

Average peak-to-trough decline

-5.09%

-6.26%

+1.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.92%

2.65%

+0.27%

Volatility

WFPRX vs. ACLAX - Volatility Comparison

Allspring Special Mid Cap Value Fund Class R6 (WFPRX) has a higher volatility of 3.63% compared to American Century Mid Cap Value Fund A Class (ACLAX) at 2.94%. This indicates that WFPRX's price experiences larger fluctuations and is considered to be riskier than ACLAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


WFPRXACLAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.63%

2.94%

+0.69%

Volatility (6M)

Calculated over the trailing 6-month period

10.55%

8.51%

+2.04%

Volatility (1Y)

Calculated over the trailing 1-year period

13.93%

11.90%

+2.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.18%

14.66%

+2.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.89%

17.48%

+1.41%

WFPRX vs. ACLAX - Expense Ratio Comparison

WFPRX has a 0.70% expense ratio, which is lower than ACLAX's 1.22% expense ratio.


Dividends

WFPRX vs. ACLAX - Dividend Comparison

WFPRX's dividend yield for the trailing twelve months is around 10.19%, less than ACLAX's 12.99% yield.


PositionTTM20252024202320222021202020192018201720162015
ACLAX
American Century Mid Cap Value Fund A Class
12.99%14.24%8.53%5.01%14.77%15.72%1.62%1.23%14.17%9.25%3.82%10.86%
WFPRX
Allspring Special Mid Cap Value Fund Class R6
10.19%11.32%8.09%5.60%8.81%9.95%0.75%7.56%2.85%4.49%1.50%4.52%

Frequently Asked Questions


With a correlation of 0.92, WFPRX and ACLAX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

WFPRX has higher volatility (3.63%) compared to ACLAX (2.94%). In terms of maximum drawdown, WFPRX dropped -43.78% vs ACLAX's -51.37%.

ACLAX currently has the higher Sharpe Ratio (1.48 vs 1.38), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for WFPRX and ACLAX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer